Whether you're new to the Adaptive Planning System Administrator role or have been in this role for some time, here is all the essential information and resources you’ll need to succeed.

• Workday doesn't recommend self-deploying Workday Adaptive Planning. When working with Workday Services or a trusted Workday Partner for implementation, their prescriptive guidance is the best resource for a successful deployment. We recommend that you rely on their expertise and use the references for additional learning and support
• Follow these instructions to request a consulting services cost estimate from Workday. Before rolling off work with your implementation team, make sure your Administrator Documentation is established. This serves as your guide for maintaining and managing the platform effectively once the implementation is complete.

Below are the 2 essential resources that you should familiarize yourself with as you begin in the Adaptive Planning Administrator role.

Workday Adaptive Planning Training: Start your new role by completing the essential Adaptive Planning training courses in Workday Education. For System Administrators, focus on courses like Integration Framework Fundamentals, Integration Framework On-Premise and Scripted Sources, and Maintaining Your Model.

Need help setting up your Workday Learning account or enrolling in courses? Reach out to your Training Coordinator. 

Adaptive Planning Help Center: Learn about the essential Adaptive Planning concepts by exploring the Adaptive Planning Help Center. You can find details related to your role in the Security and Administration and Integration sections. We recommend you bookmark the page for quick and easy reference.

Once you've completed the essential training and reviewed the Resource Center, the next step is to assess your Adaptive Planning systems. Ensure they are secure, connected, and properly integrated. Below are 3 key resources to help you familiarize yourself with these concepts.

Integration Framework: Familiarize yourself with the Adaptive Planning integration framework and process. Learn about the data integration process, explore the integrations section, and discover key components that Administrators should know to maintain the Adaptive Planning system.

Security Structures: Understand your model's security structure and learn how the security service enables access to instances, permission sets, groups, and users. Use the page list on the left to view resources for setting up access rules or level-based security.

SAML Single Sign-On (SSO): Set up seamless Single Sign-On (SSO) across multiple online services by configuring it with different identity providers. Learn how to manage changes, such as switching SSO platforms, even if it’s already configured.

As a System Administrator, you'll handle various tasks to maintain Adaptive Planning systems. Below is a list of Adaptive Planning fundamentals that you should know when maintaining the systems.

Data Source Fundamentals: Familiarize yourself with the critical data sources in Adaptive Planning. Learn how data is integrated and transformed within the system. Use the knowledge base to dive deeper into data source setups and functionalities.

Loaders: Learn how loaders transfer data from source tables into target locations using necessary mappings. Visit the Help Center for detailed guidance on setting up and using each type of loader.

Integration Tasks: Learn how integration tasks are created and launched. Understand the role of the System Administrator in troubleshooting failed tasks, identifying issues, and resolving root causes for smooth operations.

Import Data: Explore various methods to import and update data in your models. Learn how to map external data to Adaptive Planning metadata like Accounts, Levels, and Dimensions. Always back up existing structures before making changes.

SQL Expressions for Data Integration: Explore key SQL expressions and functions essential for data integration. Use the Table of Contents on the left to access setup steps specific to different data source types.

Permission Sets: Learn how to assign permission sets to users based on their roles. System Administrators are responsible for creating, changing, and assigning permission sets to users.

Create and Manage Users: Learn how to create and manage users. System Administrators are responsible for updating user access in cases of new hires, role changes, or role removals.

Create and Manager User Groups: Understand how to create and manage user groups for sharing information, assigning tasks, and controlling access. Gain a step-by-step understanding of all actions you can perform on user groups.

Associations: Explore the concept of associations and how they connect levels, custom dimensions, or attributes to users. Learn how association codes help define access rules for users and groups.

Data Security Access Rules: Discover how access rules help you control access to specific data intersections, defining what users or groups can view or edit. Click the Access Rules Quick Tour link on the page for a visual guide.

Below are some additional resources offering access to a wide range of FAQs, articles, and webinars to help you troubleshoot issues and deepen your knowledge of Adaptive Planning.

Adaptive Planning Knowledge Hub: Get quick answers to frequently asked questions, and access short articles with solutions to common issues shared directly by the Workday Support team. We recommend starting with the Integration Troubleshooting Articles section.

Next Level Resources: This collection of resources is designed to elevate your product understanding. Explore these resources to delve into key concepts from the Success Path and uncover additional insights to help you maximize the value of Adaptive Planning.