Scheduled for May 2025 (Safe Harbor), Workday Adaptive Planning will provide options in the account settings to enable linked accounts for data entry in specific plan versions.
The ability to override links for specific versions provides flexibility in the model. With these options you can leverage the links for certain versions when it suits your business needs. In other versions you can enable the data entry override so that you can:
- Import data into the account.
- Populate data into the account with Predictive Forecaster.
- Enter data into the account on sheets.
Adaptive Planning Consultants believes this will be a big game changer for many of our client partners. Some use splits in standard sheets to capture planning dimensionality or use shared formulas; both of which can lead to many problems such as integration failures, a disjointed UI viewing split rows, or lack of dimensionality in reporting and dashboards. Linked accounts are the best practice.
These are some of the related new options in the Link Filters section of the account settings:
- Override links for specific version: We enable you to select this check box to display the override fields for the account.
- Link Version Selector: We enable you to select a plan version for the override.
- Override Link Setting: We provide these options: None to keep the link, and Data Entry to enable imports and data input on sheets.
Adaptive Planning Consultants can help you plan now to get your models and reports ready for this new feature.
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