Licensing & Editions

Adaptive Planning’s award-winning Corporate Performance Management solution is incredibly affordable and provides exceptional value – with a total cost of ownership that’s up to 75% lower than traditional alternatives. Annual subscriptions start at less than $5,000 per year.

Adaptive Planning is licensed on a subscription basis, with prices based on the following:

• Edition
• Number of instances
• Duration of the contract
• Optional modules
• Number of seats licensed
• Type of seats licensed

Editions

Adaptive Planning is available in two editions, Corporate and Enterprise. Please click here to read more about which features are included in each edition (at the bottom of this page).

Instances

An Adaptive Planning instance is a self-contained model that includes all elements necessary to plan, report on, and analyze a business, or a specific functional area, such as Sales. The Multiple Instance functionality enables companies to set up, link together, and manage multiple Adaptive Planning instances.

Adaptive Planning may be deployed on a single-instance basis (one model for the entire company or organization) or on a multiple-instance basis (multiple models for different independent functions or entities within the corporation). Please see the Multiple Instances page in the Products section for more information.

Contract Duration

Subscription licenses are available for one year, or for multiple years.

Additional Modules

Adaptive Discovery is a visual discovery application which allows companies to quickly and easily make the most of their data and act on the information it provides. Business users can easily compile, display and monitor data from multiple systems and lines of business with highly visual, interactive dashboards and scorecards. Graphics and color-coded alerts are designed to aid in quick understanding. Adaptive Discovery presents data in ways that people can easily grasp, so that they’re able to make better day-to-day decisions. The intuitive visual presentation, interactive drill-down, and sophisticated analytics allow companies to gain insights and do analysis not possible in other systems. Click here to read more about Adaptive Discovery.

Transaction Reporting & Analysis provides a way for companies to improve their corporate performance management with tight integration of transaction-level detail from other enterprise applications, located both on-premise and in the cloud. Users can drill down into underlying transaction detail from summary values in plans and reports, making business managers more autonomous and efficient in understanding their variances, and freeing finance and accounting for higher value-added activities. Click here to read more about Transaction Reporting & Analysis.

Adaptive Planning Connectors

Adaptive Planning Connectors are part of a full range of integration options for general ledgers and other enterprise applications. Connectors provide advanced integration capabilities beyond the standard import and export functionality included in the Corporate and Enterprise Editions. Connectors enable automated data integration between Adaptive Planning and other enterprise systems, located both in the cloud and on-premise. Connectors are available for the most common source systems and databases, and may be deployed at any time during or after implementation. Click here to read more about data integration options and Connectors.

Seat Types

There are five available seat types: Administrative, Standard, Analysis, Report Only, and Adaptive Discovery Only. Note that these seat descriptions convey all of the possible functionality available to each type. Your administrator can choose to restrict any user’s access to specific functions and data with the user’s unique permission profile.

• Administrative Users can access and configure all aspects of Adaptive Planning, including creation of accounts and structures, definition of sheets and templates, creation of assumptions, user management, data integration, and more. Access can include Adaptive Discovery. Members of finance and other managers or administrators of your existing budgeting, forecasting, and reporting processes are typically Administrative users.
• Standard Users are given controlled access to sheets (for data input and modeling), participate in workflow, may author, interact with and share reports, and may have access to Adaptive Discovery. Typically, most individuals throughout the organization who participate in budgeting, forecasting, and reporting processes are Standard users.
• Analysis Users can create and view reports, can participate in workflow, and can review (but not edit) data from sheets. This seat type includes less capability than Standard users (who do have the ability to edit data from sheets), but more capability than Report Only users (who do not have the ability to view sheets). Access can include Adaptive Discovery.
• Report Only Users can create and view reports, and can participate in workflow, but cannot access sheets, or enter or edit data. Managers and executives who participate in budgeting, forecasting, and reporting processes as reviewers, but who do not enter data, are likely to be Report Only users. Access can include Adaptive Discovery.
• Adaptive Discovery Only Users can create, view, interact with, and analyze dashboards and scorecards, but cannot participate in workflow, access sheets, or enter or edit data. Managers and executives who aren’t hands-on in the budgeting, forecasting, and reporting processes, but who can still benefit from a visual discovery application, are likely to be Adaptive Discovery Only users.

For Additional Information

For details about and pricing for implementation services, please visit our Implementation Services page.

For more specific information about pricing, or for an implementation services quote, please contact Sales at:

sales@adaptiveplanning.com
(800) 303-6346

Features by Edition

Adaptive Planning is available in Corporate and Enterprise Editions, with these features:

	Corporate Edition	Enterprise Edition
Budgeting & Forecasting
Complete Set of Planning Elements
Integrated Financial Statements
Rolling Forecasts
Driver-Based Planning/Operational Metrics
Automated Consolidation
Unlimited Custom Dimensions
Automatic Rollups
Configurable and Customizable Data Entry Sheets
Sheet Templates
Multiple Line Item Detail
Global Assumptions
Dynamic Formulas
Workflow
Audit Trail
Reporting & Analysis
Drag-and-Drop Report Builder
Choice of Dimensions in Rows and Columns
Filters & Parameters
Drill-Down
Multi-Version Variance Reporting
Graphs and Charts
Choice of Output Formats
Adaptive Discovery
Dashboards and Scorecards
Highly Visual Graphics
Drill Down, with Hierarchical Drill tree
Filters
Ability to Alter Time Periods
Color Coded Alerts
Sophisticated Analytics
Dashboards
Private or Shared
Multiple Dashboards
Drill Down
Layout and Graph Placement Choices
Default Start Page
Financial and Non-Financial Data
Actual and Plan Data
Comparisons to Target
Model Building & Administration
Department, Account, & Custom Dimension Trees
Multiple Account Types
Sheet Building Templates with Formulas
Centralized Assumptions & Formulas
Allocations Modeling
Consolidation Related Modeling
Version Management
User Security
Multiple Instances
Independent Instance Structures
Private or Shared Data
Unlimited Number of Instances
Automatic Consolidation
Drill-Down from Parent to Child Instances
Consolidations
Department, Account & Dimension Consolidation
Multiple Entity Consolidation
Multiple Currency Consolidation
Consolidation-Related Modeling
Data Integration
Flat File
Connector for On-Premise Applications
Connector for Cloud-Based Applications
NetSuite Connector
Web Services API
Currencies & Languages
Multiple Currencies
Average and Ending Exchange Rates
Automatic Currency Exchange
International Language Support