Course Curriculum
Introduction to Workday Adaptive Planning
Overview of Enterprise Performance Management (EPM)
Workday Adaptive Planning Architecture
FP&A Concepts
Use Cases and Business Benefits
System Setup & Configuration
Instance Overview
Organization Structure
Levels and Hierarchies
Time Settings
Versions
Fiscal Calendars
Currencies
User Preferences
Dimensions, Accounts & Attributes
Account Structure
Custom Dimensions
Attributes
Dimension Hierarchies
Shared Dimensions
Best Practices
Real-world Configuration
Sheet Design
Standard Sheets
Modeled Sheets
Cube Sheets
Assumption Sheets
Data Entry Forms
Formula Builder
Sheet Design Best Practices
Budgeting & Forecasting
Annual Budget Creation
Rolling Forecasts
Driver-Based Planning
Revenue Planning
Expense Planning
Capital Planning
Cash Flow Planning
Scenario Planning
Workforce Planning
Employee Planning
Headcount Models
Salary Planning
Bonus Planning
Hiring Forecasts
Position Management
Reporting & Dashboards
Matrix Reports
Cube Reports
OfficeConnect
KPI Dashboards
Variance Analysis
Financial Statements
Executive Dashboards
Board Reports
Data Integration
Data Imports
Excel Integration
ERP Integration
Workday Integration
API Basics
Scheduled Imports
Error Handling
Security & Administration
User Management
Roles & Permissions
Access Rules
Workflow Approvals
Audit Logs
Version Security
Advanced Planning Features
Driver-Based Models
Allocation Rules
Scenario Modeling
Multi-Currency Planning
Multi-Entity Planning
Predictive Planning Overview
AI-Assisted Forecasting Concepts
Real-Time Project
End-to-End Budget Implementation
Financial Planning Model
Workforce Planning Model
Dashboard Development
Executive Reporting
Client Use Case
Interview & Certification Preparation
Workday Adaptive Planning Interview
Questions
Resume Preparation
Certification Guidance
Mock Interview
Best Practices for Real-Time
Implementations
