Adaptive & Budget Workday Launch

Congratulations again to the Adaptive Team and all of our partners across Grounds for the successful launch of Adaptive Planning 3.0 AND the first feed of the budget into Workday Financials on August 18.

The daily push of the working budget from Adaptive to Workday will be initiated manually Monday through Friday at 4:30.

The push to Workday is expected to be automated later this fall. At that time, the push to Workday will occur seven days a week

Here are a few things to keep in mind now that the working budget appears in Workday: 

• Schools and units should continue to update their working budget in Adaptive
• You do not need access to Adaptive in order to see your budget in Workday
• All budget reports that include fund balances will reflect the current state of your fund balance realignment exercise. 

Training for Adaptive 3.0 is available in Workday (online, on-demand) for everyone and Office Hours are scheduled throughout August. Access to Adaptive is dependent on approval from your school or unit, and if you are not the budget officer for your school or unit, please check in with that person before you attend office hours. 

In the coming weeks, budget officers in each school and unit will be working on a variety of updates in Adaptive, including: 

• Updating the budget to reflect new, more granular codes for faculty and wages spend categories
• Adding the Transfer To/From Cost Center and ensuring that all transfers in/out are budgeted if known
• Updating the Function Worktag as needed
• Updating 1 to Many relationships
• Reviewing initial conversion of Employee to Position and updating budget as necessary to reflect the currect Workday Position by Employee.
• Maintaining a list of known changes since the original submission fo the budget. 

For more Adaptive Planning Resources and links to training, visit the UVAFinance webpage.