Access Rules
Getting to know Workday Adaptive Planning
Discover how Access Rules enable you to manage data visibility at scale - securely, flexibly, and without coding.
Access Rules provide secure, role-based data views in Workday Adaptive Planning. Whether you’re overseeing workforce budgets, departmental forecasts, or company-wide scenarios, the ability to control who sees what data is critical. In this short video tutorial, you’ll learn how Access Rules work, when to use them, and how to configure Access Rules to align with your organisational structure.
Watch the Access Rules Tutorial Preview for a sample of the full length video.
Watch the Full Tutorial
Access Rules Full-Length Tutorial
The Access Rules full length Tutorial covers the following areas:
- Introducing Access Rules
- Configuring Access Rules & Downloading the Template
- Populating the Access Rules Template
- Importing Access Rules
- Impact on Sheets and Accounts
- Impact on Reports
The final section recaps the value of Access Rules as a tool for delivering precision security in Workday Adaptive Planning.
By applying access logic across sheets and reports, organisations can improve data governance, protect sensitive information, and deliver a streamlined user experience.
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