Adaptive Planning 3.0 Launch: What's Next for Budgeting

Adaptive Planning 3.0 went live on July 28.  With this launch, UVA now has budgeting software that will integrate with our financial system (Workday).

Introduction to Budgeting at UVA (a self-paced course available in Workday Learning) is required for all users who will be utilizing Adaptive 3.0 and is available to all employees. Please note that while the training is available to all, access to Adaptive is dependent upon approval from your School or Unit. 

Existing Adaptive 2.0 users lost access on July 28th if they did not complete the Adaptive 3.0 training. If you haven't yet finished training, do so as soon as possible.  Be aware that it may take time for the system administration team to set up individual access. 

Adaptive Budget Transformation Office Hours are scheduled throughout July and August. If you are not the Budget Officer for your School or Unit, please check in with that person before attending office hours. 

Currently, schools and units are working to update the initially converted budget for the first load to Workday on August 17.  On that date, all users will be able to see the budget in Workday.   

Please note that all budget reports that include fund balances will reflect the current state of your fund balance realignment exercise.

For  Adaptive Planning Resources including the office hours schedule and link, links to training, and more, visit this UVAFinance webpage.