Workday Adaptive Planning 2025 R1

Elevating Agility, Collaboration & Security

The first big release for 2025 has landed – and it’s a good one. Workday Adaptive Planning R1 provides updates that make it easier to plan, report and collaborate without the usual spreadsheet issues. Whether you’re managing budgets, reviewing forecasts or just trying to keep all your data organised, these new features are designed to save you time and boost your confidence in the numbers.

In this blog, we’ve pulled together the key highlights from the release – from slicker dashboards, and more flexible linked accounts, to shared scenarios and some serious under-the-hood security upgrades. It’s all about giving you more control, more clarity, and fewer manual headaches.

Curious about what this means for your planning process?
Read on for the full breakdown, and if you’ve got questions – or want to chat through how these updates could fit into your world – Reach out to the GKH team. We’re here to help.

Add Reports On Dashboards

Enhancing how to leverage Workday Dashboards

Availability: Automatically Available
Why this is important: Users can now seamlessly display matrix reports alongside dashboard data, enhancing the overall experience and providing greater flexibility in dashboard visualisation.

Seamless Integration of Shared Matrix Reports:

Display matrix reports alongside relevant charts and sheets
Add reports with up to 1 million cells
Easy to download, share, and annotate reports with line notes

Dynamic Report Parameters with Context Filters

Sync report parameters with perspective filters for improved relevance
Reports automatically adjust based on filter selections

Consistent Data Access & Permissions

Report access aligns with existing security

Version Specific Overrides For Linked Accounts

Enable Linked Accounts For Data Entry In Specific Plan Versions
Availability: Automatically Available
Why this is important: Enhances flexibility, accuracy, and efficiency in planning models with linked accounts across versions.

Override Links For Specific Versions

Select a plan version for the override
Import data into the account, use Predictive Forecaster, or enter data directly on sheets

Leverage links for specific versions

If no link overrides are set, accounts can link to other accounts and pull data using dimension link filters.

Customizable Link Filters & Settings

Override Links For Specific Version: Enables override fields for account
Link Version Selector: Allows users to select a plan version for override
Override Link Setting: None to keep link or Data Entry to enable imports and data input on sheets.

Shared Scenarios

Share Your Personal Scenarios With Other Collaborators
Availability: Automatically Available
Why this is important: This updated feature will provide improved collaboration and efficiency for financial planning scenarios.

New Share Option in Actions Menu

Select specific users or groups to collaborate effectively
Share relevant dashboards for data review and updates
Add notes with clear instructions for collaborators

Streamlined Submission Management

New “Manage Submissions” option in the Actions menu for scenario lists
Track collaborator status in real time: In Progress, Submitted, Approved, Sent Back

Automated Scenario Notifications

Instant updates keep owners and collaborators informed at every stage
Notifications include scenario name, involved users, and direct links to relevant pages

Workday Adaptive Planning Data Agent Upgrade

With this release, the Workday Adaptive Planning Data Agent is upgraded to Java 11 and Pentaho 9.3 for added security and long-term support.
Why this is important: This updated will provide improved security considerations and vulnerabilities to enhance the platform’s overall security posture.

Key enhancements of Pentaho 9.3 include: