This Quick Reference Guide (QRG) is designed to walk users through the process(es) in Workday to ensure a new Cost Center is available to use in Adaptive Planning. When a new Cost Center is created in Workday, it is not immediately available in Adaptive Planning. The only way to get the Cost Center into Adaptive Planning is to complete a transaction. The preferred process is to enter any transaction that needs to be completed for the new Cost Center.

This Quick Reference Guide (QRG) is designed to walk users through using the Tuition and Fees Portal to complete their Tuition & Fees Requests.

Training for Adaptive Planning 3.0 is available now in Workday.  This 45-minute training is online and on-demand.   If the training has been assigned to you, get in there and get it done before launch!

More training resources are available on the Workday Financials Training page (look for Budget/Adaptive).

 FY23 will involve many changes from previous years, with the implementation of Workday Financials, the new chart of accounts (FDM), the first year of UFM 2.0, and, of course, Adaptive 3.0. Here are some considerations about the transition that will help keep you informed on the FY23 process.

Some new things folks will notice about Adaptive 3.0 as opposed to previous versions include: 

  • reference data from the HR side of the Workday platform to inform budgeting
  • the ability to balance transfers across UVA based on each area's input sheet
  • Multi-year Financial planning and model scenarios
  • Three compensation input sheets (faculty, staff, wage)
  • Option of budgeting at the Month level
  • Option for collecting internal request information for compensation and non-compensation

There is some confusion around data found in UBI and Adaptive Planning. Sometimes the numbers in each system don’t match up, so people are wondering what the source of truth should be when this happens and if there is any value in trying to reconcile the numbers.

This document provides you with some Quick Tips to make your use of Adaptive more streamlined and efficient.

Please use the attached COI form as indicated in the policy.


University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be dire

These slides cover details associated with Adaptive Planning and Workday.

The attached pdf provides information on Fund Balance Ownership through the transition to Workday Financials.

This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.