Workday Adaptive Planning Reviews (395)

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Workday Adaptive Planning Reviews (395)

4.3
395 reviews

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Users consistently praise the real-time collaboration and flexibility of Workday Adaptive Planning, which significantly enhances budgeting and forecasting processes. The platform's ability to centralize data and streamline planning helps teams make informed decisions quickly, reducing reliance on spreadsheets. However, many note a common limitation in the steep learning curve for new users, which can complicate initial setup and usage.

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Nishant T.
NT
Nishant T.
Process Developer
Enterprise (> 1000 emp.)
"Flexible Planning Solution That Saves Time"
4/5
What do you like best about Workday Adaptive Planning?

What I like best about Workday Adaptive Planning is how flexible and user-friendly it is. It makes planning, budgeting, and forecasting much easier because teams can collaborate in real time and quickly adjust scenarios as things change. I also like that it provides better visibility into financial data, helping teams make more informed decisions without relying heavily on manual spreadsheets. It strikes a good balance between powerful features and ease of use. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

What I dislike about Workday Adaptive Planning is that it can take some time to fully learn and set up, especially for new users who are not familiar with planning tools. Some advanced features may require additional training or support to use effectively. Review collected by and hosted on G2.com.

Verified User in Consulting
UC
Verified User in Consulting
Enterprise (> 1000 emp.)
"Powerful Tool with a Steep Learning Curve"
3.5/5
What do you like best about Workday Adaptive Planning?

I appreciate Workday Adaptive Planning because it helps us budget and model different business scenarios with ease. It feels like a giant Excel and we use it to manage various applications. I really appreciate the scenario creation feature since it allows us to create and evaluate outcomes quickly, ensuring fast decision making. The real-time collaboration is also good and valuable for our team. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

I find it's got a steep learning curve. We had to have a one person learn as much as possible on the team who then spent some time training us. They had a great tutorials on the website, but you had to learn a lot of other concepts before you got to our primary use case; Review collected by and hosted on G2.com.

Uddipta D.
UD
Uddipta D.
Mid-Market (51-1000 emp.)
"Streamlined Planning with Robust Collaboration"
4/5
What do you like best about Workday Adaptive Planning?

I like how Workday Adaptive Planning centralizes planning, making collaboration between HR and finance easier. It helps us streamline budgeting, workforce planning, and forecasting while improving collaboration and decision-making across departments. I particularly like the scenario planning feature because it lets us compare different budgeting and workforce plans before making decisions. This feature allows us to evaluate multiple budget and hiring options before implementation, improving forecasting accuracy and supporting faster, data-driven business decisions. Additionally, I appreciate how it integrates with our ERP system, Microsoft Excel, and Power BI to streamline reporting, budgeting, and data analysis. The transition from spreadsheet-based planning to Workday Adaptive Planning has significantly improved collaboration, forecasting accuracy, and reporting efficiency. The initial setup was straightforward with vendor support, even though configuring advanced workflows required some additional time. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

The initial setup and customization can be time-consuming, and creating complex reports may require additional training for new users. Review collected by and hosted on G2.com.

vaneet g.
VG
vaneet g.
Associate IT Consultant
Small-Business (50 or fewer emp.)
"Workday"
5/5
What do you like best about Workday Adaptive Planning?

What I like best about Workday Adaptive Planning is its flexibility and ease of use for budgeting, forecasting, and reporting. It enables real-time collaboration across teams, supports scenario planning, and provides powerful dashboards and analytics for better decision-making. The cloud-based platform simplifies planning processes, reduces reliance on spreadsheets, and integrates well with other enterprise systems, improving both efficiency and data accuracy. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

One area that could be improved is the learning curve for advanced modeling and report building. While basic budgeting and forecasting are relatively intuitive, configuring complex calculations, integrations, and custom reports often requires specialized knowledge. In addition, large or highly detailed models can sometimes experience slower performance during calculations or data refreshes. Review collected by and hosted on G2.com.

Dinesh s.
DS
Dinesh s.
Analyst
Mid-Market (51-1000 emp.)
"User-Friendly Budgeting, Forecasting, and Real-Time Insights with Workday Adaptive Planning"
5/5
What do you like best about Workday Adaptive Planning?

What I like most about Workday Adaptive Planning is that it's user-friendly and makes budgeting, forecasting, and reporting much easier. It helps create reports quickly, supports collaboration across teams, and provides real-time insights, making financial planning more efficient and accurate. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

One downside is that the interface can feel a bit overwhelming for new users, and some advanced features have a learning curve. At times, reports or data refreshes can take longer than expected, and customizing dashboards or reports may require technical knowledge. Overall, it's a powerful tool, but it could be more intuitive and faster for everyday use. Review collected by and hosted on G2.com.

Tirupati G.
TG
Tirupati G.
Account Manager - Business Development
Marketing and Advertising
Mid-Market (51-1000 emp.)
"Easy Big-Picture Planning and Fast Scenario Impact in Workday Adaptive Planning"
4.5/5
What do you like best about Workday Adaptive Planning?

One of the things I like most about Workday Adaptive Planning is how easy it is to see the bigger picture. A small change to a business assumption whether it's hiring plans, revenue targets, or expenses, instantly shows its impact across the entire business, helping teams make faster and more confident decisions. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

It can take some time to get comfortable with all of its capabilities, especially for new users. While it's great for planning and forecasting, making certain model or reporting changes often requires administrator support, which can slow things down a bit. For quick, ad-hoc analyses, I still find Excel more flexible at times. That said, these are relatively minor drawbacks compared to the value it provides in bringing budgeting, forecasting etc. Review collected by and hosted on G2.com.

Jorge Miguel M.
JM
Jorge Miguel M.
Brand, Content & Strategy Lead | POINT
Small-Business (50 or fewer emp.)
"Streamline Planning, but with a Learning Curve"
5/5
What do you like best about Workday Adaptive Planning?

I like Workday Adaptive Planning because it helps me solve financial planning problems and detect significant variations in income, expenses, and costs, which makes it easier for me to make decisions more quickly. It allows me to centralize data and create scenarios, generating organized reports for the management of all involved areas. It also helps me solve problems of financial information scattered across various files and areas. The platform helps eliminate manual errors and improves the tracking of variations, facilitating the preparation of reports for optimal decision-making. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

It feels a bit intuitive at first, especially for those who come from primarily working in Excel. The learning curve can be steep for Workday Adaptive Planning, especially in reporting functions, scenarios, and configurations that are not so intuitive at the beginning. It is necessary to understand well how the model is built to make the most of it, and although the initial implementation is well organized, it can become complicated to make adjustments or find certain data quickly. Review collected by and hosted on G2.com.

Dana P.
DP
Dana P.
Staff Coordinator
Mid-Market (51-1000 emp.)
"Effortless Budget Planning with AI Power"
5/5
What do you like best about Workday Adaptive Planning?

I use Workday Adaptive Planning for my practice's budget planning. It's super easy to use, and the AI features for analyzing numbers make my life so much easier as I'm not generally a numbers person. The AI is able to calculate all logistics with money going in and out and truly helps plan our budget. We're able to allocate funds exactly where they need to be by knowing exactly where everything is going at the click of a button. Additionally, setting it up was super easy; it only took a few days for my team to get settled with using it. I also love it so much that I'd rate it a 10/10! Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

There isn't anything that I don't like about this product! Review collected by and hosted on G2.com.

Aditi P.
AP
Aditi P.
HR Coordinator
Mid-Market (51-1000 emp.)
"Powerful, Intuitive Financial Modeling with Strong Integrations and Clear ROI"
5/5
What do you like best about Workday Adaptive Planning?

Workday Adaptive Planning shines brightest where its powerful performance meets an intuitive UI/UX, making complex financial modeling feel surprisingly accessible. The platform seamlessly bridges data silos through robust integrations, driving an undeniable ROI that justifies the investment far beyond traditional budgeting tools. Backed by solid onboarding support and increasingly smart AI capabilities, it transforms what used to be a tedious forecasting grind into an efficient, collaborative, and forward-looking experience. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

While Workday Adaptive Planning is powerful, users often find its steep pricing and complex onboarding support difficult to justify for smaller teams. Performance can occasionally lag during heavy calculations, and setting up advanced integrations often requires significant technical effort. Additionally, its AI and predictive intelligence features still feel somewhat basic compared to newer, more agile competitors on the market. Review collected by and hosted on G2.com.

Amit Z.
AZ
Amit Z.
Enterprise (> 1000 emp.)
"Streamlined Budgeting with Room for Improvement"
4/5
What do you like best about Workday Adaptive Planning?

I use Workday Adaptive Planning for budgeting, forecasting, and financial reporting activities. I appreciate how the platform helps me create and manage budgets, update forecasts based on changing business conditions, and analyze financial performance against targets. I find the dashboards and reports useful for tracking key metrics, identifying trends, and providing insights to stakeholders. I like how Workday Adaptive Planning eliminates spreadsheet version control issues and centralizes budgeting and forecasting data into a single platform. I enjoy that it improves forecast accuracy by enabling rolling forecasts and updating assumptions based on real-time business performance. I appreciate that it reduces the time required for budget preparation and consolidation by automating data collection and calculations. I enjoy working with Workday Adaptive Planning because it streamlines tasks like budgeting and forecasting. I like how it automates many manual processes that I used to do in spreadsheets, which reduces errors and saves time. The platform's reporting and dashboard features allow me to quickly access meaningful insights and support better decision-making. Review collected by and hosted on G2.com.

What do you dislike about Workday Adaptive Planning?

There were few areas that could be improved. Like advanced model building, configuration tasks required specialized knowledge, which could make the learning curve steep for new users. I also found certain reporting and dashboard customization were not always flexible, especially when creating highly specific layouts. Additionally, large or complex models could sometimes experience slower performance during calculation or data refreshes. Review collected by and hosted on G2.com.