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Accelerate Planning Cycles and Align Budgeting With Enrolment

Workday Adaptive Planning helps higher education teams accelerate budgeting and expense cycles, align resources against priority programmes and courses, and streamline critical processes like enrollment planning. Model and plan for financial KPIs such as net tuition revenues, in-state and out-of-state tuition revenues, and discounts.

Easy-to-Use Reporting That Drives Transparency

Quickly generate financial statements and board reports anytime, anywhere. Drill down into the details of reports or sheets for instant transparency into income and spending. Assess costs and expenditures at a more granular level with drag-and-drop reporting across multiple dimensions such as fund, organisation, account, program, activity, and employees. Meet NACUBO reporting requirements more easily.

Watch our Featured Higher Education Webinar: Tactical to Strategic Finance

Learn from Workday Adaptive Planning customers describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges in their institutions. Panelists include Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College.

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Optimize Revenue Streams From Auxiliary Departments

Workday Adaptive Planning helps you model and create driver-based revenue and sales forecasts for auxiliary departments such as student housing, libraries, transportation, and athletics programmes. Get real-time visibility into support units’ sales plans, staffing, and expenses. Display actuals in interactive dashboards and reports, and compare them to forecasts and plans.

Establish a Single Source of Truth Across Departments and Locations

Move beyond spreadsheet-based budgeting that’s time-consuming, cumbersome, and error-prone. Our flexible planning software centralizes actuals, plans, forecasts, calculations, and cell notes into a single source of truth. This common data foundation fuels trust and accountability, and ensures that your planning processes scale with growth.

Learn more about how we can help your educational institution plan smarter, report faster, and analyze better.


Having greater flexibility to adapt to the changeable environment that shapes the education industry puts us in control of our financial future.

Carl Teigh, Finance Director - Regent’s University London

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We used to spend a great deal of time trying to drill down into data when the leadership team had questions about the finances. Now we can come straight back with the answers and are much better equipped to manage expenditure and expectations in each school.

Peter Nicholls, VP of Business Operations - Berkhamsted Schools Group

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Have a specific question about how we've helped other educational organisations? We’re standing by to help.