Adaptive Insights 2020 Release 1 is Now Live!

The Early Adopter program offers participants the opportunity to:

  • Access the new features and functionality ahead of general availability
  • Engage directly with the product management team through scheduled feedback forums
  • Learn tips and tricks to help you take advantage of the new features 
  • Contribute feedback and suggestions regarding the early adopter software and program
  • Click here to learn more about the Early Adopter program

​​​​​​​Early Adopter Login

You will be given early access to the new release. Existing Early Adopter participants can log in with their existing credentials. Early Adopter participants who requested a demo or sandbox instance, please follow the login instructions provided in your email.

OfficeConnect Login

Best Practice: To share OfficeConnect files, make sure your whole team uses the Early Adopter versions. OfficeConnect files saved from Early Adopter versions cannot be opened in older versions of the product.

For the Early Adopter version, Excel and PowerPoint will work but Word will not. Please attend the training on Monday for details on how to use the Early Adopter version. We recommend attending the training or reviewing its recording prior to downloading the EA version. Use this link to download and install the Early Adopter version of OfficeConnect. Once installed, you will launch Native Excel to see the OfficeConnect tab in the ribbon. Login from that tab to begin using the Early Adopter version.

Excel Interface for Planning Login

Best Practice: To share Excel Interface for Planning files, make sure your whole team uses the Early Adopter versions. Excel Interface for Planning files saved from Early Adopter versions cannot be opened in older versions of the product.

Use this link to download and install the Early Adopter version of the Excel Interface for Planning. Once installed, you will see a new tab in the ribbon in Excel called “PLANNING.” Click on this tab in the ribbon to log in. Working in your model please perform your routine activities and tasks and report any feedback using the submission forms below.

Adaptive Insights 20202 Release 1 is now live!

2020R1 highlights include:

  • Improved interactive dashboards for better collaboration

    • Bring your sheets, visualizations and text all on one dashboard
    • Make changes to the sheets and immediately see the impact of those changes on the dashboards
    • Sharing a perspective is easier now that you can share with groups
  •  Enhanced secured access to company-wide modeling

    • Control access to individual accounts on modeled sheets to enable more users to participate in the planning process
      • For example, a modeled sheet with salary as a column can be accessed by only a subset of users while the same sheet can be made available to all users
  • Enriched process tracker for faster task completion
    • Create and assign a task to an existing user group and, depending on the condition of the task, an individual or the group can complete the task
    • Get greater flexibility and process navigation by linking tasks to specific dashboards for seamless access to dashboards for specific task completion
  • Simplified, cleaner user interface for a sleeker look

    • Admins can now change the display setting to increase the contrast of all sheets, so grid line and colors appear darker for an easier display on a projector
    • More updates to our interface as we continue our journey toward a consistent look & feel across Workday 
  • Advanced integration framework

    • Update specific columns on rows of modeled sheet via manual data import, API & integration to better automate the maintenance of modeled sheets
    • Use dimensions or levels as a key to identify and update select rows

For more release information about the release, please visit the release notes page and check out the feature videos

For questions, please reach out to EarlyAdopterFeedback@adaptiveinsights.com.

​​​​​​​Providing Feedback on the New Release

As an Early Adopter program participant, you have a variety of ways to provide feedback.

Email: Leverage the form to the right.

Live Feedback Sessions: Attend any of our feedback sessions throughout Early Adopter process.

Chat on Adaptive Torchbearers: Engage in the conversation and share your insights on this release on our Torchbearers site. Adaptive Torchbearers is our VIP customer program to recognize and reward customers for helping us build better products and grow. Torchbearers provides an easy way to connect with Adaptive on a range of activities: sharing feedback, learning through webinars, participating in the Early Adopter software release programs, and more.

Help and Support

Should you need assistance at any time, Adaptive Support is here to advise you. For product use and functionality questions, please use the 'Report A Bug or Technical Issue' form on the right OR contact the Adaptive Insights support team: support@adaptiveinsights.com.

For reporting a bug, please check the requirements in the section on the right. For general questions please use the Usability Feedback & General Suggestions form on the right OR contact: EarlyAdopterFeedback@adaptiveinsights.com. For training questions, please contact Training@adaptiveinsights.com Report a Bug or Technical Issue Contact Support: If a feature doesn't work the way you expect or you're experiencing technical issues, submit the form below to contact our Support Team directly. Please provide as much information as you can. After you submit the form, you will receive an automated confirmation email with a ticket number. Our expert Support Team will respond as quickly as they are able.

Customers participating in the Early Adopter Programs:

Adaptive Insights 2020R1 EA Release Overview and Q&A Recording
Adaptive Insights 2020R1 EA Feedback Session
Adaptive Insights 2020 R1 Active Dashboards Webinar

Feedback & Usability

To provide usability feedback and suggestions please contact EarlyAdopterFeedback@adaptiveinsights.com
To report a bug or technical issue please submit a bug report here. Please include that you are an EA customer.

Join Torchbearers

Join our customer VIP community and you’ll get privileged access to best practice resources, exclusive educational content, peer networking and more! You’ll earn points for your participation which can be redeemed for rewards like gift cards, training and user conference passes, and unique customer experiences.

Here’s how Torchbearers works:

  • We’ll give you an easy way to connect with Adaptive Insights and peers on a variety of activities such as learning webinars, sharing feedback, and more
  • Along the way there will be rewards that show our appreciation for your participation
  • We want this to be fun too, so we are using a points system as ‘currency’ for rewards

Join Today!