Adaptive Planning Success Hub

Explore curated resources and guidance specific to each part of your Workday journey.

Get the Most out of Adaptive Planning

This Success Hub provides customer success-related resources and information that has been curated specifically for you. These resources support you along your journey in achieving your business goals by realizing maximum value from Workday products and services.

Regardless of your experience level, these tailored resources are here to help you along the way.

News and Updates

Stay updated on the latest from Workday Customer Success.

Adaptive Planning Success Insider: March 2025 | February 2025 | January 2025

Adaptive Planning Success Desk is Now Live
For streamlined support, simply email your Adaptive Planning questions to successdesk@workday.com, and our team will automatically create a trackable case and route it to the right expert for you.

Next Level

Join us live or watch recorded presentations that showcase tips on deploying and using features.

Looking Forward with Workday

See how Workday supports your organization as you respond to the changing needs of your business.

The Journey to Company Wide Planning

Explore how the modern role of finance can serve as a catalyst to unleash better planning across every department in the enterprise, including HR, sales, and services.

Digital Success Paths

Self-guided experiences with personalized and prescriptive recommendations to help you understand your responsibilities and be successful with Workday.

To receive the Adaptive Planning Administrator Success Path, select your product roles within your Workday Community profile. For details, see this page.

Learn More About Success Paths

Access Your Success Path

Adaptive Planning Administrator Success Path

Adaptive Planning System Administrator Success Path

Adoption Guides

Tips and tricks to seamlessly adopt functionality and maximize value.

Financial Planning Adoption Guide

Workforce Planning Adoption Guide

Helpful Resources

Technical resources specifically designed for Workday Adaptive Planning.

Product Roles and Responsibilities
Key responsibilities and tasks of each Adaptive Planning Community role.

Adaptive Planning Documentation
How to topics to model your business needs, and manage and analyze your data.

Adaptive Planning Training
Training options for Adaptive Planning administrators.

Support
Adaptive Planning Named Support Contacts are able to submit a Workday Support case online 24/7.

Service Partners
If you’re looking for a Partner to help you deploy or adopt new capabilities, we’re here to help you make the best selection.

Featured Customer Story

Real-time data, better decisions and a high downstream impact at KeyBank

See how KeyBank’s agile approach to forecasting benefits customers, delivering positive results across Financial Planning, Financial Management, and Human Capital Management.

Read the Full Story | Learn from more Customers

Thought Leadership

Insights, innovation, and trends from experts in your field.

Four Common Financial Reporting Challenges

See why it's imperative to ensure that creating timely, accurate, consolidated, and easy-to-digest reports is a smooth experience for FP&A teams.

Finance Agility: Change Is Part of the Plan

Change and disruption are inevitable; in response, finance must build agile practices into its work to help their company meet specific goals in the face of disruption. This guide presents three axes of action to pursue agility, with specific ideas for supporting activities.

Get the guide

Driving Effective Headcount Planning & Reconciliation

Closely managing your headcount plan is critical in today’s environment. Learn how Workday Adaptive Planning helps you drive effective headcount planning and reconciliation.

Watch the demo

Helpful Resources
Featured Customer Story
Thought Leadership

Looking for Something Else?

Explore more options available to assist you throughout your Workday journey.

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Subscribe to a Workday Success Plan

Subscription-based plans providing an enhanced service with Workday experts.

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Product Hubs

Explore the products you already own or learn about more Workday products.

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User Groups

Ask questions, provide answers, pose a problem, find a solution. Join user groups to connect with peers and Workday experts.

Join a User Group