We have developed online training materials to assist you in learning how to use the Workday Planning (WP) budget and planning system and other associated applications. Click the links below to view the available training.
Training and Reference Guides
The following guides are available in PDF format:
- New Features released March 2022
- Unit 1: WP Introduction and Basics
- Unit 2: WP Fin Plan Budgeting
- Unit 3: WP Transfers and Full Costing Budgeting
- Unit 4: WP Regular Positions
- Unit 5: WP Pool Positions
- Unit 6: WP Review JED Nightly Updates
- Unit 7: WP Running Reports
- Unit 8: WP Modifying Reports
- Unit 9: WP OfficeConnect
- Unit 10: WP Using Workflow
- Unit 11: WP Future Commitment Budgeting
- Unit 12: WP Dashboards Overview
- Unit 13: WP Dashboards Advanced
- WP Glossary
Training Videos
We have a variety of training videos available on demand:
- All Videos
- Workday Planning Basic Navigation
- Sheets Overview: Modeled and Cube
- Sheet Details: The Toolbars
- Sheet Details: Cell Formatting
- Examining a Modeled Sheet: Transfer Entry
- Reports Overview
- Running Reports
- Position Updates: Pool Positions
- Position Updates: Regular Positions
- Budgeting for Additional Pay
- Workday Reports with Office Connect
- Workday Planning Dashboards:
Data Warehouse (Cognos) Reports
Budget Maintenance
Reviewed 2024-02-27