Tentative Timeline:

  • First round of training will occur Dec 17-18
  • Second round of training will occur Jan 14 & 16

Consultants continued to work on “Publish Plans” and setting up “Drill Through” functionality. Administrators continue to fine tune configurations, complete training materials, as well as build reports and dashboards.  

November actuals will get loaded into Planning today. However, adjusting forecasts for the remaining year will still be unavailable. As reports and dashboard development will be an ongoing process, please continue to use the following Workday reports to obtain budget data:

  • ISU Budget vs Actuals by Fund
  • ISU Budget Details

 

This week administrators and consultants completed the remaining configuration settings related to the tuition model and started working on the Publish Plans functionality. This allows Adaptive administrators to automatically load budgets to Workday Finance, rather than extracting data and mapping into a manual EIB integration template. Consultants are also working to set up Drill Through functionality. This will allow planners to drill into data from Adaptive and be taken directly into FIN for the additional information.

October actuals were loaded into Adaptive Planning and all planners should now have access to the system. However, administrators still need to add remaining forecast data using the original monthly budget information for November - June. The system is still locked for edits but you can get into the system and look around.  We recommend running the monthly income statement report to view your data.  Additional reports and dashboards are still being developed. Please continue to use the following Workday reports to obtain budget data:

  • ISU Budget vs Actuals by Fund
  • ISU Budget Details

This week, administrators have been working with consultants to correct issues found during migration activities. October actuals have been loaded into Planning; a notification will be sent when planners are able to access the system. Administrators still need to add remaining forecast data and grant proper security to all planners. This will occur Friday and into next week. For now, please continue to use the following Workday reports to obtain budget data:

  • ISU Budget vs Actuals by Fund
  • ISU Budget Details

November training will be cancelled to ensure completion of the build, work on additional training materials and build more dashboards and reports. The first training sessions will be in December with the second training sessions in January. 

Training will still be conducted in person and specifically designated by area:  Ops & Fin/President, Student Affairs and Academic Affairs.

Migration activities continued this week. We were also able to run some validations and do some testing; we’re making some corrections to the configurations which will continue into early next week. Security is being updated to new functionality so many planners will not be able to access production until next week at the earliest.

Continue to use the following Workday reports to obtain budget data:

  • ISU Budget vs Actuals by Fund
  • ISU Budget Details

The first training sessions are tentatively scheduled for all planners during November 19-20. We’ll be able to show how to run prior year data at that time and have some core reporting ready to go. 

Training will be conducted in person and specifically designated by area:  Ops & Fin/President, Student Affairs and Academic Affairs.

Migration activities continue this week! The current Adaptive Production environment is still down during migration to bring in the new configuration.  Security is being updated to new functionality so many planners will not be able to access Production until later in November. Continue to use the following Workday reports to obtain budget data:

  • ISU Budget vs Actuals by Fund
  • ISU Budget Details

To get everyone up to speed on the application, the first training sessions are scheduled for all planners during November 19-20. We’ll be able to show how to run prior year data at that time and  have some core reporting ready to go. 

Training will be conducted in person and specifically designated by area:  Ops & Fin/President, Student Affairs and Academic Affairs. We’ll offer another training session for each area in December. Planners can attend one or both sessions. As we get into the Spring, refresher training will be offered along with open “office hours” where Brad and Kris will be providing additional assistance during the budget cycle.

Migration activities have begun! The current Adaptive Production environment is down during migration to bring in the new configuration.  Although you are still able to get into Adaptive, you are unable to make any changes to the Working Version, reports will not work as expected and the configuration itself will be very different.Prior budget data will be loaded under the new configuration. Existing OfficeConnect reports will need to be re-built. In the meantime, budget data can be obtained from Workday Finance reports, including:

  • ISU Budget vs Actuals by Fund
  • ISU Budget Details

Adaptive Planning training will be scheduled later in November to get everyone up to speed on the application. We’ll be able to show how to run prior year data at that time and we’ll have some core reporting ready to go. Training will be conducted in person and coordinated by area:  Ops & Fin/President, Student Affairs and Academic Affairs. We’ll offer a training session in November and another December. Planners can attend one or both sessions for your area. As we get into the Spring, refresher training will be offered along with open “office hours” where Brad and Kris will be providing additional assistance during the budget cycle.

  • The project team successfully completed user acceptance testing. We were able to conduct robust testing: identifying and resolving over 100 issues. Updates to the configuration were made.
  • Technical Leads met with consultants for administrator training/knowledge transfer.
  • Administrators began developing a training plan.

  • Administrators and consultants worked to address issues identified during User Acceptance Testing. Several issues were corrected and re-tested this week.
  • Technical Leads met with consultants for administrator training/knowledge transfer.

  • User Acceptance Testing completed this week! Many issues have already been resolved. Members of the functional team and project advisory task force group continued to walk through sessions together and completed various testing scenarios across the Adaptive implementation environment.
  • Technical Leads met with consultants for administrator training/knowledge transfer.

  • User Acceptance Testing was in full swing this week! Many issues have already been resolved. Members of the functional team and project advisory task force group walked through sessions together and completed various testing scenarios across most aspects of the Adaptive implementation environment.
  • Technical Leads met with consultants for administrator training/knowledge transfer.

  • Functional design discussions continued this week:
    • Compensation Planning
    • Projects
    • Gifts
    • Grants
  • Administrators continue to document testing scenarios ahead of User Acceptance Testing.
  • Presented a fourth demo to additional project team members.  The demo included the gifts and grants planning.
  • Project Leads and various other project team members worked on validations in the implementation environment.
  • Technical Leads met with consultants for administrator training/knowledge transfer.

  • Functional design discussions continued this week:
    • Faculty Start-Ups
    • Compensation Planning
    • Non-Compensation Expenses
    • Mandatory Tech Fees
    • Projects
    • Gifts
  • Administrators continue to document testing scenarios ahead of user acceptance testing.
  • Presented a third demo to additional project team members.  The demo included the technology fees portion of mandatory fees, non-compensation expenses for Program, base compensation planning and faculty start-ups.
  • Project Leads worked on validations in the implementation environment.
  • Technical Leads met with consultants for administrator training/knowledge transfer.

  • Functional design discussions continued this week:
    • Compensation Planning
    • Grants
    • Faculty Start-Ups
    • Reporting
    • Mandatory Tech Fees
    • Projects
  • Administrators continue to document testing scenarios.
  • Technical Leads met with consultants for administrator training/knowledge transfer.
  • Project Leads worked on validations in the implementation environment.

  • Functional design discussions continued this week:
    • Tuition Model
    • Budget Amendments/Transfers
    • Non-Compensation Expenses
    • Mandatory Fees
    • Compensation Planning
    • Advanced Commitment Funds
  • Administrators began documentation around testing scenarios.
  • Technical Leads met with consultants for administrator training/knowledge transfer.
  • Presented a second demo to additional project team members.  The demo included the distribution portion of the tuition model as well as mandatory fees.
  • Project Leads worked on validations in the implementation environment.

  • Functional design discussions continued this week:
    • Tuition model design
    • Faculty startups
    • Non-Compensation expenses
    • Advanced commitment funds
    • Gifts/grants
  • Project leads worked on validations in the implementation environment.
  • Technical leads met with consultants for administration training/knowledge transfer.

  • Functional design discussions continued this week:
    • Tuition Model design
    • Faculty Start Ups
  • Project Leads worked on validations in the implementation environment.
  • Technical Leads met with consultants for administration training/knowledge transfer.
  • Continued discussion around gifts and grants.
  • An update was given to the Steering Committee.
  • Presented a demo to additional project team members.  The demo included revenue planning and the institution level portion of the tuition model.

  • Functional design discussions this week included:
    • Tuition model design
    • Faculty Start Ups
  • Functional Leads began some initial validations in the implementation environment around business units and driver worktags.
  • Continued discussion around gifts and grants.
  • Presented Adaptive project updates to Operations & Finance Colleagues.

  • Discussions around the tuition revenue model will continue.
  • Functional design discussions will continue 2x/week through mid September.
  • First look at the metadata in the implementation system.

  • Functional design discussions started. Discussions included:
    • Using system functionality to auto-populate related worktags when the business unit and driver worktags are added.
    • Tuition and fees revenue model.
  • Metadata loaded into the Adaptive implementation system.

  • A few additional follow up discussions were held to provide additional clarification after the requirements sessions.
  • A weekly project update meeting began with the Functional Leads team.
  • The timeline was developed for the configuration build within the Adaptive implementation instance.
  • An update was provided to the Steering Committee.

  • Some team members participated in additional follow-up discussions needed after the requirements sessions.
  • A design document was developed and presented to each team. 
  • Some of the metadata was loaded into the Adaptive implementation instance.

  • Some team members participated in follow-up discussions needed after the requirements sessions.
  • Requirements were documented in a Requirements Traceability Matrix. These were presented to each team.
  • A designated Workday tenant (ISU11) was provided for the Adaptive implementation project.

  • Requirements sessions were conducted with functional leads team and additional staff as needed. Sessions took place throughout the week to discuss the current state, future state requirements and any pain points or challenges in the current design. 
    • Session 1: Metadata and System Structures
    • Session 2: Data
    • Session 3: All Funds Revenue Planning – Tuition Fees and Appropriations
    • Session 4: All Funds Revenue Planning – Auxiliary and Fee-for-Service
    • Session 5: All Funds Revenue Planning – Gifts (ISU Foundation) and Internal Investments/Endowments
    • Session 6: Faculty Start Ups – Funding & Expenditures
    • Session 7: All Funds Revenue Planning – Grants (Federal, State, Local, Private)
    • Session 8: All Funds Non-Compensation Planning
    • Session 9: Fund Balance Planning
    • Session 10: Reporting
    • Session 11: All Funds Compensation

  • A kick-off discussion was held with the Project Advisory Task Force group.
  • Each area provided documentation/reports to assist with requirements gathering.
  • An implementation instance of Adaptive was requested to start building the new environment.

  • The project kicks off with presentations to the Steering Committee and Functional Leads teams.