Adaptive 3.0 is Live: Next Steps for Budgeting

Congratulations to the Adaptive Planning Team and our partners across UVA on the launch of Adaptive Planning 3.0!

We have a wealth of Adaptive Resources for you on the UVAFinance webpage, as well as training resources on the Workday Financials Training page (look for Budget/Adaptive).

Now that the version of Adaptive that interacts with Workday Financials is live, please keep a few things in mind:

• You will not see your budget in Workday Financials until August 17.
• If you're an Adaptive user, you'll need to be logged into the VPN to access the worklet in Workday Financials.  You will also need to have completed your Adaptive 3.0 training to see data in the system.
• You'll need to add the "Transfer To/From Cost Center" and ensure that all transfers in/out are budgeted if known
• Updates to the budget will need to be made to reflect the new, more granular cost codes
• You'll need to review the initial conversion of Employee to position and update your budget as necessary for the correct Workday positions by employee
• You might need to update Function
• If a One to Many relationships in the current state prevented you mapping to FDM prior to the Freeze, you'll need to update that after go-live
• After stabilization post-go-live, Adaptive will remain open with snapshots taken throughout the year; no changes made after a snapshot is taken will be included in that snapshot.

View more resources, considerations, and guidance on the Adaptive Resources site.  

We're offering Drop-In Office Hours daily between July 28 and August 19, from 11 am to 12 pm.  Please add this to your calendars and join as needed!  The Zoom link is https://virginia.zoom.us/j/98925504269?pwd=NjJnZS9TUkg0M3I0QjJDSi9pTmhqQT09