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ABOUT adaptive planning

Workday Adaptive Planning is an enterprise cloud-based solution that provides a single consolidated source for collaborative planning, budgeting and reporting. It serves as a pre-launch component for the Knight Vision program and supports the new UCF Budget Model Redesign Initiative.


  • Meet current and future needs of the University of Central Florida’s budgeting community to support forecasting and budgeting processes.
  • Implement new Adaptive Planning cloud platform to extend the service to UCF’s broader community to support the annual forecasting and budgeting processes, which are currently conducted in Excel.
  • Implement UCF’s Incentive-based Budget Model and associated data inputs, allocation logic and reporting.

Click here to view our Phase I project team.

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  • Rebuild Adaptive structure to mimic Workday model (FDM Workbook)
  • Create budget models that will allow Academic/Administrative units and our DSO community to effectively budget and forecast throughout the year
  • Streamline the data integration between Workday and Adaptive
  • Create reports that will meet the needs of stakeholders


  • Executive Sponsor: Misty Sheperd
  • Administrator/Planning Co-Leads: Taneisha Ralph; Stacy Vu
  • Project Manager: Terri Garrett
  • Accenture Team: Sheryl Bishop; Robyn Wilson
  • Subject Matter Experts (SMEs)
    • Stakeholders from Academic/Administrative units and DSOs will be participating and hands-on to validate and test throughout this project

The implementation of Workday Adaptive Planning supports the new UCF Budget Model through collaborative financial planning and budget process management.

Users can access and utilize the Adaptive Planning application tool for financial planning and budgeting based on their designated security access roles.

Workday Adaptive Planning
is a cloud-based tool that allows the end user to build and manage their budgets and reporting in a transparent environment.

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Tune into our Getting Started with Adaptive Planning video presentation to learn more about the implementation of Workday Adaptive Planning and how it will support the new UCF Budget Model

Common Questions

Adaptive Planning

Access to the Adaptive Planning portal link is on the MyUCF login page located in the UCF Resources section.

UCF IT provides information on how to install OfficeConnect from the Software Center. Review the following knowledge base articles (NID login required to access):

This information is also provided in the ADP100 webcourse, which is a required course for all Adaptive Planning users.

Note: At this time, MacOS does not support OfficeConnect. Mac users could only utilize the application if Windows is downloaded to their computer.

Please consult with your departmental budget director regarding access to Adaptive Planning based on your individual job roles and responsibilities.

As with all DAL requests, DDCs should have their RFOs access for themselves, and RFOs should have their DDCs request access for themselves.

Financials Support Services has created the Adaptive Budget Level (ABL) hierarchy in UCF Financials in preparation for Workday Adaptive Planning (Adaptive) go-live. This update will allow users to be granted the appropriate level of access in Adaptive. Access will only be provided after responsible fiscal officers (RFOs) and deans, directors, and chairs (DDCs) have requested security access roles on the Departmental Authorization List (DAL) for users for whom they are responsible and after those users have completed the required online training.

Note: Adaptive Planning allows only one type of access. Choose only one authorization code that is most appropriate on the DAL. Adding the appropriate code to only one department or project is sufficient for requesting access. Do not request both authorizations for one individual.

The following resources are now available to assist RFOs and DDCs request access:

Information related to training for the new Adaptive Planning system can be found on the Knight Vision website at  

Training for Workday Adaptive Planning is based on a user’s authorized security access required for their job role and responsibility. Users interested in obtaining access to this tool are encouraged to consult with their departmental budget director first. General information regarding types of security access roles, how to request access and how to get started is on the Adaptive webpage. To stay up to date on upcoming training opportunities, visit the Learning application in Workday.

The required webcourses will provide additional information on the OfficeConnect plug-in tool. We also have the following helpful resources:

Note: OfficeConnect may prompt you as software updates become available. Users are encouraged to select Yes when prompted.

To obtain security access to the Adaptive Planning tool, all users must complete the required online training and complete the required Ethics form. View our Addy Tip: DAL Security Access Codes and Descriptions to view required coursework for Adaptive Planning Reporting (ADR) and Adaptive Planning Standard (ADS) security access roles. More information about how to register for online webcourses can be found on the FSS About Training webpage. Consult with your RFO/DDC regarding requesting DAL access once all training requirements are met. Note: A user can only be assigned one Adaptive security access role (not both).

Adaptive Planning provides two types of reports – HTML (Matrix) and OfficeConnect (complex and formatted) reports. The OfficeConnect reports will have a Microsoft Excel suffix (.xlsx) at the end of the report name. UCF reports will be available under the following categories (with possible additions in the future):

  • Comparison Reports – These reports will compare different dimensions within the report. Example: FY20 and FY21 Actuals with FY22 Budget
  • Salary Reports – These reports will show only compensation data with selected criteria from the Human Capital Management (HCM) system. Example: Salary and fringe data by position for each department or at a rollup level.
  • Operation Reports (P&L Reports) – These reports will show you Actuals, Encumbrances, Pre-Encumbrances, Budget Adjustments, and Current Year Budget by version and level.
  • Trend Reports – These reports will show multi-year trends based on Actuals, Budgets, and Attributes.

For all inquiries related to Adaptive Planning and training opportunities, please contact the Financials Service Desk at or call at (407) 823-5117, option 6.

To access our video tutorials, visit our Adaptive Planning Tutorials Playlist.