Adaptive is now live!

Monday, July 24, 2023

We are pleased to announce that Workday’s Adaptive Planning for financial budgeting & forecasting is now live and open for FY24 Q1 Forecasting. A big thank you to everyone involved in the project, including the UBC Finance community, our change champions, working group and the Financial Planning and Analysis (FP&A) team. We couldn’t have done this without your support.

Adaptive Planning access requests

If you need to request access to Adaptive Planning, please submit a Workday support request through the UBC Self Service Portal (CWL required). For more information about requesting access, refer to the Hypercare Support page.

Helpful resources

The FP&A and Adaptive Project teams have prepared resources to support the community in the university’s transition to Workday’s Adaptive Planning:

  • User guides on Revenue & Expense Planning, Transfers, Workforce Planning and Reporting. Access these documents on the Adaptive page of the UBC Finance Website.
  • Training course available on UBC Workplace Learning (WPL), providing an overview of Adaptive Planning key features and functionality.

For more information about Adaptive Planning, including Hypercare support, visit the Adaptive Planning project website.