Adaptive Planning FAQs

Adaptive Planning

• What is Adaptive Planning? 

  Adaptive Planning is the University’s input tool for next year’s budget and requests: revenues, salaries, and operating expenses. As a budgeting tool, Adaptive Planning enables us to: 

  • Input budgets into keys 
  • Request recurring & non-recurring resources 
  • View reports
  • Provide comments and approvals
• Which funds are budgeted in Adaptive?

  The Adaptive Planning tool is used for E&G and Auxiliary & Local Fee funds.

• How does Adaptive Planning work?
  Before the budget cycle:

  • Workday original and permanent budget loads to Adaptive

  During the budget cycle: 

  • Departments and divisions enter data into Sheets

  After the budget cycle:

  • The Budget team pushes Adaptive data to Workday
  • Both E&G and Auxiliaries post as Original Budget 
  • Recurring/Non-Recurring requests post as Permanent or Temporary amendments
• When do we use Adaptive Planning? 

  Adaptive Planning is currently only used during the Budget Development Cycle: 

  • March to Early April: Departments and Divisions work in Adaptive Planning March to early April.
  • April & May: University Planning & Budget prepares documents for budget review and approval. Adaptive Planning data is balanced to the final approved budget figures. 
  • June: After approval, Adaptive Planning budget data for  E&G operating expenses & Auxiliaries are imported into Workday. (E&G Salaries and Recurring/Non-Recurring approved requests are added later in the Fall.) 

  Any budget adjustments needed during the fiscal year will be made as Budget Amendments within Workday.

• How do I submit an E&G budget?
  Both ledger account adjustments to E&G keys (zero net change) as well as E&G recurring and non-recurring requests are submitted by saving the sheet in Adaptive Planning. If you would like to download the information you entered to share with leadership, both Sheets and Reports have a download button (down arrow).
• How do I submit an Auxiliary budget? 

  Select your budget submission Workbook or folder (if there are attachments) and select the ‘Move’ option and the ‘Initial Unit Submission – FY26 Auxiliary Budget Submissions folder’.  

  

   

  Steps for Sharing & Submitting the Auxiliary Workbook Packet

  Sharing the Workbook with the following permissions will allow approvers and other people in the workflow to view, approve and print the auxiliary submission documents. 

  

• What if I have additional documents (optional) to submit with my Auxiliary Workbook Packet?

  Follow these instructions to include additional documents with your Auxiliary Workbook Packet:  

  

  1. Select "New" and then select "Folder" from the dropdown menu.
  2. Name the folder and select "Create."
  3. Select "New" and then select "Upload" from the dropdown menu.
  4. Select the documents you wish to include with your packet.
  5. Move the Budget Packet and the additional documents to the folder you created.
• I don’t see Sheets. Who should I contact?

  Please enter a ServiceNow ticket or email budget@unf.edu.

• Is Fund Balance in Adaptive Planning?

  No, you may find Fund Balance using the Auxiliary Workbook in Workday Drive.

• How do I access my Auxiliary Workbook?

  The template can be accessed on the Budget Development webpage. 

• What Knowledge Base Articles are available?
  Budget Cycle & Adaptive Planning
  E&G Budgets in Adaptive Planning
  Recurring & Non-Recurring Requests in Adaptive Planning
  Auxiliary & Local Fee Budgets in Adaptive Planning