Adaptive Quick Tips Expand browser window to full screen on the largest monitor available  Set zoom level to 75%   Disable pop-up blockers  Go to Display Options and suppress rows that contain only zeroes  Ensure you are always working in the FY24 Budget version  Color Decoder   Grey Cells indicated a location in which you cannot enter data either due to the timing of the planning and forecasting, or because they contain a type of calculation   White Cells are available locations to enter inputs  Blue Cells represent totals either at the end of the columns or bottom rows of a given section   Blue Font indicates that the inputs entered have NOT been saved Green Font indicates the number is reflective of actuals data and cannot be changed  Copy Forward & Down   Within any of the sheets for forecasting and budgeting, rather than typing in the same number over and over simply copy it in the direction that works best for you by following these steps.   Type the number you want to copy in the appropriate white cell Right Click to open your options  Select Copy Forward or Copy Downward   Select the option that works best either to the end of that row or a specific location Total Backwards   Within any of the sheets for forecasting and budgeting, rather than typing in the same number over and over simply copy it in the direction that works best for you by following these steps.   Type the total you’d like to spread into the appropriate blue cell.   Upon hitting enter, a pop up will appear asking how you would like to Apply Breakback Method. Select the option that works best to achieve your goal.    Opening in a New Tab   To open sheet separately, to allow for continued refreshing of the scenario and easy access simply follow these instructions.   Hover over the given sheet name, which will be blue to indicate a hyperlink.   Right click on the name of the sheet and select Open in a new tab Type In (or Search)  When looking for cost center names or other dimension values, you can either click into a dimension value and navigate to the exact item you’re looking for or you can use the search box at the top to type in part of the value and locate the other half. Experiencing an issue or need additional support with Workday Adaptive? Contact the Budget team at budget@stevens.edu  

A variety of training videos have been created to help Budget Coordinators learn about Workday Adaptive Planning. Adaptive Video Summary of Steps in Video Link to Panopto Video Adaptive Sign In Navigate to the Workday sign-in page Locate Adaptive Planning Sign-in and get to home page After signing in, navigate to the left to view the global menu This is the core navigation menu that allows you to toggle through Adaptive Confirm the global menu has all functionality for a budget coordinator Click here to watch the video Adaptive High-Level Workflow Understand what sheets flow into the summary sheets Touch upon Income Statement and Reports, since these are the source of truth Additional context on what makes each sheet represents Click here to watch the video Admin Guide - Help Function Access the help feature & administration guide within Adaptive Observe how the administration guide changes based on what you are looking at (sheets, dashboards).   Click here to watch the video Adaptive High Level Overview Go through global navigation menu Become familiar with key terminology Understand sheets & dashboards View data versus data input Click here to watch the video Common Tasks - M&S & Other Comp Understand the different components of the M&S & Other Comp Expense sheet Get to the lowest level and suppress zero's Override an existing row that has an approved budget amount Add a row when suppress zero's in turned on Click here to watch the video Common Tasks - Lowest Level Intersection, Suppress Zero's, Apply Breakback Isolate a specific cost center at the lowest level Suppress zero's using the display options function Explore the breakback method Understand blue cells versus white cells Input budgets using the override row Click here to watch the video Sheets - Menu Toolbar Explore the menu toolbar, which is the same in all sheets Understand what each icon represents Download a sample sheet into Excel using the download icon Click here to watch the video Personnel Sheet Ensure you are viewing the highest level Explore lower level org views to see personnel within a specific org level and cost center View row details Click here to watch the video Personnel - JM Create a new pool by adding a row Enter Cost Center, GL_Account, and Annual Amount Save changes Click here to watch the video Personnel Summary View the personnel sheet and its components Explore further drilling capabilities for different views of the data Click here to watch the video Review Historical Data - Income Statement Confirm all sheets that a budget coordinator needs are available Use the Income Statement Locate the level pull-down menu in a given sheet Locate the version pull-down menu in the same sheet Explore the Income Statement within sheets Change the level pull-down to a different level to view the changes Click here to watch the video Revenue Direct Entry Confirm your level by going to the lowest level intersection Suppress zeros to see limited rows using display options Budget in a subtotal cell and apply breakback method Change display options and put budget in two months, not all twelve. Click here to watch the video Basic Dashboard Functionality Navigate to the Budget Coordinator Dashboard to see the full list of dashboard capabilities Understand that sheets feed into this dashboard Get to the Dashboard homepage Click on a sub-category (for example M&S & Other Comp) Expand the dashboard cube sheet  and add in budget data in the override row Click here to watch the video Experiencing an issue or need additional support with Workday Adaptive? Contact the Budget team at budget@stevens.edu  

This guide will walk a user through the setting up OfficeConnect for use in Workday Adaptive Planning. Before you start Please note that you will need the following before using OfficeConnet: Okta to verify your identity and log into OfficeConnect  Workday Adaptive Planning access The OfficeConnect plugin installed on your computer for your Microsoft Excel program If you do not have access to Workday Adaptive Planning or the OfficeConnect plugin, please submit a ticket through the support portal. Configuring OfficeConnect for Microsoft Excel Step 1: Open the Microsoft Excel desktop application on your computer. Step 2: Click on the Office Connect tab in Excel.  If this tab is not available, please submit a ticket to have the OfficeConnect plugin remotely installed. If you already done so, or were told you should already have this installed, please log into the VPN and give your computer a few moments to download and  install the software. Step 3: On the far-left side of the OfficeConnect toolbar, select Log In. Step 4: On the login screen, select Log in with Workday on the bottom right of the box, this will bring up a window titled Manage Tenants. Step 5: In the Name: field, enter Stevens AP. Enter the following information or copy and paste each to the corresponding text boxes below. Select the data source Adaptive Planning in the dropdown list.  Client ID: ZWI3NjdjOTMtYjkyZS00OGQyLTk4NTItYzMxMTk1OTA5ZTNl API endpoint URL: https://wd5-services1.myworkday.com/ccx/api/v1/stevens Authorization endpoint URL: https://wd5.myworkday.com/stevens/authorize Select Save and then Close when done. Step 6: You will be shown a screen that says Stevens Login. You can expand this window to reveal the Stevens login page and sign in with your Stevens credentials through Okta.  Step 7: You may be prompted to authorize Workday to be accessed by OfficeConnect, select Allow. Step 8: The OfficeConnect plugin should be visible on the left side of Excel.  Please note that OfficeConnect may take several moments to load after the initial installation. Experiencing an issue or need additional support with Workday Adaptive? Contact the Budget team at budget@stevens.edu