EARLY ADOPTER

Workday Adaptive Planning 2020 Release 2 is Coming Soon!

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: For this release, we have upgraded the document version within OfficeConnect. Therefore, 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.

Users are only able to use one version of OfficeConnect at a time. For the Early Adopter version, close all instances of Excel, Word and PowerPoint, click this link to download and install. This will become the primary version. After the EA period has ended, you will want to uninstall this version and upgrade your production 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.

Users are only able to use one version of the Excel Interface for Planning at a time. For the Early Adopter version, close all instances of Excel and click this link to download and install. After the EA period has ended, you will want to uninstall this version and upgrade your production version. Working in your model please perform your routine activities and tasks and report any feedback using the submission forms below.

Workday Adaptive Planning Release 2 is Now Live!​​​​​​​ 

*Please note that this functionality is only available to early access Adaptive Planning customers. It will be generally available on 09/12/2020.*

2020R2 highlights include:

Version Specific Account Formulas

Ability to override the default formula for an account in specific versions and prevent formulas from changing in locked versions. This helps to protect data in locked versions and removes the need for version references in account formulas.

Derived Dimension Values on Modeled Sheet Rows​​​​​​​

Dynamically group data with multi-dimensional lookup rules and populate dimensional values on your modeled sheets.This enables you to analyze possible impacts when planning KPIs based on new groupings.

Ad-hoc Analysis for OfficeConnect

Easily expand and collapse the rows and columns in a report to see the underlying children for parent elements. Exposing details this way helps analyze the numbers in context.

Example: To understand which product line is creating the variance or has the highest gross margin over time, you can expand on products to see the breakdown of numbers.

Process Guide Navigation

​​​​​​​Navigate to process guides from the process overview page for a seamless access to assigned tasks.

Please note the following technical requirements update.

​​​​​​​​​​​​​​​​​​​​​OfficeConnect support for MS 2010 and Windows 7 environments will be discontinued. OfficeConnect may continue to function on the unsupported OS/Windows versions, but we will no longer certify or support these versions. They will be removed from the list of supported platforms.

Click here for more information on the release. 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:

Webcasts: 
Aug 06
Workday Adaptive Planning 2020R2 EA Release Overview and Q&A
10:00am
Timezone: 
PDT
Aug 11
2020R2 Deep Dive on OfficeConnect: Ad-Hoc Analysis Capabilities
10:00am
Timezone: 
PDT
Aug 12
2020R2 Deep Dive on Modeling: Version Specific Account Formulas Session
10:00am
Timezone: 
PDT
Aug 25
Workday Adaptive Planning 2020R2 EA Feedback Session
10:00am
Timezone: 
PDT
Aug 10
2020R2 Deep Dive on Enhancements to Active Dashboard Session
8:30am
Timezone: 
PDT

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!