Anaplan Updates: Training is Coming!

As we move closer to Anaplan go-live, several important activities are underway to help prepare users and support a successful transition from Adaptive. The updates below include information about upcoming training opportunities, key data conversion considerations, and actions units can take now in advance of the July 31 conversion deadline.

Self-Paced Training is Coming Soon

Only users with active Adaptive access will receive a notification when the training becomes available and how to enroll.

• As part of this rollout, the FIN-BI team will enroll users in the Anaplan training workspace, where both self-paced and instructor-led training will take place. Users will receive an email notification from Anaplan like the example shown below.

Example Anaplan email notification

Data Conversion

The FIN-BI team has created a source on the Anaplan Transformation site titled Academic Anaplan Overview for Budget Managers, which is a high-level overview of key changes, planning expectations, and behavior shifts for budget analysts, managers, and leads. This document is not a comprehensive training guide.

While it is important to review this document in preparation for go-live, we want to highlight the Year-One Conversion Notes and Planning Considerations, along with actions you can take now to support data cleanup efforts:

Actions You Can Take Now

Adaptive Input Sheet Notes

Adaptive Input Sheet Notes will not convert to Anaplan. These notes will be archived and made available to units as needed. If there are any current or relevant notes tied to a budget record, they should be moved to the Description field in Adaptive.

This must be completed by July 31 for the information to convert as a budget note in Anaplan.

Position-Employee Conversion

Only active position-employees will convert to the Base and State Bonus, Supplemental, or Wage planning pages in Anaplan. All others will convert to Pooled Labor. The FIN-BI Team will provide impacted units with a list of costing record limit exceptions within the next two weeks.

• If you have budgeted against an employee who is no longer in the position, we recommend cleaning this up in Adaptive prior to July 31.
• Similarly, if an employee is linked to an invalid or outdated position, please update the position association in Adaptive before July 31.

Costing Records Limit

Position-employees will be limited to 10 costing records. Currently, there are over 500 costing exceptions exceeding this threshold. The FIN-BI Team will provide impacted units with a list of costing record limit exceptions within the next two weeks.

Please review and clean up these records, where applicable, prior to July 31.

HCM Salary Exceptions

Some position-employees have salaries in Adaptive that do not align with their Workday HCM salary (e.g., Adaptive shows $125,000 while Workday reflects $50,000). The FIN-BI Team will provide impacted units with a list of costing record limit exceptions within the next two weeks.

• These discrepancies can be corrected in the Working Budget version in Adaptive by July 31.
• If not addressed, we will provide a listing of these exceptions, as they will impact Workforce Planning reconciliation efforts between Adaptive and Anaplan.

Budget Office Hours

Please join us at Budget Office Hours on June 10^th as we dive into these areas in further detail.