Financial Planning

Plan for success.

Workday Planning is the first cloud solution that combines budgeting, planning, and forecasting with financial and workforce transactions and analytics, making it possible to create more efficient, collaborative, and valuable financial plans.

Build budgets, models, and forecasts using a sophisticated function library.

View dimensions and real-time transaction data natively within Workday.

Share plans, post comments, or ask questions referencing a specific cell or range.

Customer perspectives on a new approach to enterprise planning
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The Perils of Planning—and the Promise of a New Approach
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Workday Planning
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Plan collaboratively.

Increase engagement among business unit managers with a consumer-like look and feel.

  • Import existing Microsoft Excel® workbooks into Workday and link to transaction data to create driver-based models.
  • Share worksheets among FP&A teams, planners, and contributors while tracking revisions with a full audit trail.
  • Review and comment in a thread that provides a complete record of notes, questions, and final decisions.

Plan on the fly.

Easily adapt your financial plans as conditions change, and take action sooner.

  • Plan continuously with better data and more-powerful analytics.
  • Access real-time transactional data from the same system as your budgets and forecasts.
  • Quickly assess performance against actuals by pulling plan and forecast data into scorecards.

Plan for everything.

Everything you need to create financial plans is in one system, so you won’t have to worry about integration, usability, or security.

  • Build baseline plans using real-time Workday data that can be instantly refreshed.
  • Encourage or increase user adoption by distributing preconfigured planning templates with clear instructions.
  • Ensure a productive planning experience through sophisticated, driver-based models and live Workday data.
  • Guide your planning process with the Workday business process framework.
  • Use a function library that includes finance and statistical formulas to build better plans.