Anaplan Instructor-Led Training Available in Workday

It's training time!

Welcome to FY2027!  The transition from Adaptive to Anaplan is entering its next phase, and several important milestones are approaching for budget planners.

Instructor-Led Training Now Open

Self-paced Anaplan training was assigned to current Adaptive users in Workday on June 11, and instructor-led training began July 7.

All budget users are encouraged to register for a training session through Workday. These sessions provide an opportunity to become familiar with Anaplan before the new planning tool goes live.

Key Dates to Know

Date	Milestone
July 7–23	Instructor-led Anaplan training
August 3–15	Planned downtime during the transition from Adaptive to Anaplan
August 17–29	Post-conversion remediation and data validation. Refreshes to the Working Budget in Workday, UBI, and the data warehouse will be paused during this period.
August 19–September 16	Weekly Anaplan Office Hours, Wednesdays from 1–2 p.m.

Before the Transition

FP&A encourages units to update their FY2027 budget forecasts and multi-year financial plans in Adaptive before the August conversion.

Completing forecast updates during July will help ensure your data is ready when Anaplan becomes available, allowing you to spend more time learning the new system and preparing for the FY2028 budget development cycle.

Good to know: Once employee salaries are updated in Workday, Anaplan will automatically update salary information in the Working Budget.

Need Help?

If you have questions about updating your forecasts or preparing for the transition, contact your FP&A budget analyst before the August cutover.

FP&A and the Business Intelligence team will continue providing updates through email communications and regular office hours as the Anaplan implementation progresses.