Workday Adaptive Planning

• New versionRuns for each new version in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New levelRuns for each new level in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New accountRuns for each new account in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New dimension valueRuns for each new dimension value in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New userRuns for each new user in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New sheetRuns for each new sheet in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Level submittedRuns each time a level's plan is submitted for approval in a plan version's workflow in Workday Adaptive Planning, including a resubmission after a rejection. Levels already submitted when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Level approvedRuns each time a level is approved in Workday Adaptive Planning. Ones approved before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Level rejectedRuns each time a level is rejected in Workday Adaptive Planning. Ones rejected before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Version lockedRuns for each version locked in Workday Adaptive Planning. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Actuals filled in through a new periodRuns each time an actuals version's actuals are marked filled in through a later period in Workday Adaptive Planning, such as when a month is closed and loaded. Moves made before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New security eventRuns for each new sign-in, failed sign-in, lockout, password change or other security event in Workday Adaptive Planning. Events from before the workflow is turned on don't start it. Needs an administrator's login. How often it checks follows your workspace plan.

• List instancesList the Adaptive Planning instances the connected user can open, with each one's code and main currency. The user's default comes first.
• List versionsList plan and actuals versions with their type, whether they are locked, where planning starts and how far actuals are filled in, and name the default version.
• List levelsList the organization's levels (departments, entities, regions) in tree order with their currency, and, for a plan version with workflow, each level's status: in progress, submitted, rejected or approved.
• Get levelGet one level with its currency, the level above it, its attributes and, for a plan version with workflow, its status.
• Create levelAdd a level to the organization under another level, such as a new department or entity. Adaptive Planning can't delete levels through its API, so remove one by hand if needed.
• Update levelRename a level, or change its short name or currency.
• List accountsList the chart of accounts in tree order: GL accounts, assumptions, custom, cube and modeled accounts and metrics, with each one's code and type.
• List dimensionsList custom dimensions, such as Department or Product, each with its values in tree order.
• Create dimension valueAdd a value to a dimension, such as a new customer, product or project. It goes at the top of the dimension. Adaptive Planning can't delete values through its API.
• Update dimension valueRename a dimension value, or change its short name or description.
• List attributesList the custom attributes accounts, levels and dimensions are tagged with, each with its values.
• List usersList the instance's users with their login, email, groups, last sign-in and whether they are locked out. Needs a user with User Admin permission.
• List groupsList the instance's user groups. Needs a user with User Admin permission.
• List currenciesList the currencies set up in the instance.
• List time periodsList the calendar: its strata (month, quarter, year) and every period with the code imports and exports use, such as 01/2026.
• List sheetsList standard, modeled and cube sheets.
• Export dataRead numbers from a version for chosen accounts, levels and periods, optionally split by dimensions. Gives a row per account and level with a number per period, the same as one cell per period, and their total.
• Import dataWrite numbers into a version's GL, custom or assumption accounts. Each value names an account, level, period and amount, and optionally its dimension values; existing numbers in those cells are replaced.
• Erase dataErase the numbers of GL or custom accounts in a version for a range of periods, at chosen levels or all of them. Formulas stay. Needs the Erase Data permission.
• Export modeled sheet rowsRead every row of a modeled sheet, such as headcount or capital purchases, in a version, with every column.
• Import modeled sheet rowsAdd rows to a modeled sheet in a version, or update the rows that match a key column. Column names are the sheet's own, as its import template shows them.
• List security eventsList sign-ins, failed sign-ins, lockouts, password changes and other security events. Adaptive Planning keeps 30 days; with no dates it gives the last 24 hours. Needs an administrator.
• Get publishing statusWhether admin publishing is on, and how many model changes are waiting to be published.
• Publish changesPublish every model change waiting to be published, such as new levels or dimension values, when admin publishing is on. Needs the Publish Admin Changes permission.

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