Workday Adaptive Tips & Tricks

Adaptive Quick Tips

Expand browser window to full screen on the largest monitor available
Set zoom level to 75%
Disable pop-up blockers
Go to Display Options and suppress rows that contain only zeroes
Ensure you are always working in the FY24 Budget version

Color Decoder

Grey Cells indicated a location in which you cannot enter data either due to the timing of the planning and forecasting, or because they contain a type of calculation
White Cells are available locations to enter inputs
Blue Cells represent totals either at the end of the columns or bottom rows of a given section
Blue Font indicates that the inputs entered have NOT been saved
Green Font indicates the number is reflective of actuals data and cannot be changed

Copy Forward & Down

Within any of the sheets for forecasting and budgeting, rather than typing in the same number over and over simply copy it in the direction that works best for you by following these steps.

Type the number you want to copy in the appropriate white cell
Right Click to open your options
Select Copy Forward or Copy Downward
Select the option that works best either to the end of that row or a specific location

Total Backwards

Within any of the sheets for forecasting and budgeting, rather than typing in the same number over and over simply copy it in the direction that works best for you by following these steps.

Type the total you’d like to spread into the appropriate blue cell.
Upon hitting enter, a pop up will appear asking how you would like to Apply Breakback Method.
Select the option that works best to achieve your goal.

Opening in a New Tab

To open sheet separately, to allow for continued refreshing of the scenario and easy access simply follow these instructions.

Hover over the given sheet name, which will be blue to indicate a hyperlink.
Right click on the name of the sheet and select Open in a new tab

Type In (or Search)

When looking for cost center names or other dimension values, you can either click into a dimension value and navigate to the exact item you’re looking for or you can use the search box at the top to type in part of the value and locate the other half.

Experiencing an issue or need additional support with Workday Adaptive? Contact the Budget team at budget@stevens.edu