Enterprise Financial Planning

Your FP&A team will thank you.

The only cloud planning solution unified with transactions and analytics, Workday Planning enables you to create and execute more efficient, collaborative, and valuable enterprise financial plans.

Build sophisticated, driver-based models using a function library that is on par with existing spreadsheet applications.

Leverage organizational hierarchies, dimensions, and real-time transaction data accessed natively within Workday.

Share plans, post comments, or ask questions referencing a specific cell or range for a truly collaborative planning process.

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

Collaborate across your organization.

Our consumer internet look and feel and familiar spreadsheet interface increases engagement, especially among business unit managers who are critical to the process.

  • Import existing Microsoft Excel workbooks to preserve data, formats, and formulas, and link to Workday transaction data to create driver-based models.
  • Share worksheets among FP&A teams, central planners, and business unit contributors for true collaboration while easily tracking revisions with a full audit trail.
  • Review and participate in a comment stream that provides a record of the collaboration process, questions, and final decisions.

Continuously plan and adapt to change.

As conditions change, you can adjust your plans and take action sooner to realize more impactful results.

  • Transform to a continuous process by taking advantage of better data integration and more powerful analytics.
  • Eliminate stale data challenges by leveraging live transactional data from the same system as your budgets and forecasts.
  • Integrate plan and forecast data into executive scorecards so decision-makers can quickly assess performance against actuals.

Transact, report, and plan in one, secure system.

Workday has reimagined planning by putting everything into one system, alleviating any integration, usability, and security concerns.

  • Build baseline plans using Workday data that can be instantly refreshed with real-time transactions at any point in the process.
  • Utilize the Workday business process framework to define, govern, and guide your planning process.
  • Leverage a single enterprise, a role-based security model, and best-in-class enterprise controls to ensure compliance.