The 2025R1 release introduces key improvements across planning, reporting, integration, and user experience. This update enhances workflows, expands integration capabilities, and improves overall usability. Below is a summary of the most significant updates.
Workstream | Key Updates | Feature Description & Business Impacts |
Plans & Budget | Version-Specific Overrides for Linked Accounts | Introduces the ability to override linked accounts for specific plan versions. New options: Override Links for Specific Versions, Link Version Selector, and Override Link Setting. Overrides apply to Cube Standard, Cube-Entered, General Ledger, and Custom accounts, supporting sheets, manual imports, integration loaders, and APIs. |
Modelled Sheet Data Validations | Increased limit on active validation rules from 10 to 15 for user-entered data in modelled sheets. | |
Reset to Default View on Sheets | New feature to reset sheets to default view when invalid filters or settings prevent loading, with improved error messaging. | |
Integration Enhancements | Sage Intacct Connector | Retirement reconsidered; continued support for users onboarded before March 14, 2025, dependent on Sage’s support of Workday Adaptive Planning sender ID. |
Snowflake Integration | Snowflake is now supported as a data source in Cloud Data Connect and Design Integrations.
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Data Agent Upgrade | Upgraded to Java 11 and Pentaho Kettle PDI 9.3, enhancing security and long-term support. | |
Product-Specific Integrations | Bottom-Up Workforce Planning: Organizational View | Users can view workforce plans using an organization hierarchy chart in addition to the existing grid format. |
Financial Planning Configuration Manager Enhancements | Added support for revenue and spend category attributes and top-level hierarchies in financial planning configurations. | |
Hierarchical Routing for Workforce Planning | Headcount and forecast plans can now route through organizational hierarchies. The new field displays assigned and inherited planning organizations. | |
Analytics & Reporting | Adaptive Planning Notifications | Notification icons and pages are now available to all users, improving the visibility of scenario-related notifications. |
Dashboard Chart Enhancements | Improved time display and selector functions, with flexible positioning of time labels. | |
Report Bursting for Scheduled Attachments | Reports can be scheduled and sent to up to 250 recipients based on data access. | |
Reporting in Billions | Matrix reports can now display values in billions for better data visualization. | |
Dashboard Report Integration | Shared matrix reports can now be added to dashboards for consolidated viewing. | |
Scenario Management Enhancements | Shared Scenarios | Personal scenarios can now be shared with defined roles: Owners, Collaborators, and Managers. New submission tracking, review workflows, and notifications are available. |
Scenario Page Updates | Renamed “Scenario Management” to “Scenarios,” with folders for shared and global scenarios. | |
New Scenario Permissions | Added “Share Scenarios” permission and adjusted related permissions for enhanced control. | |
API Changes | Retiring Accounts, Dimensions, and Levels APIs, replaced by Adaptive Planning REST APIs. | |
Forecast Explanations for Predictive Forecasters | Provides insights into predictive forecasts with visualizations of seasonality, trends, and residuals. | |
LightGBM Algorithm Enhancements | Supports lever sheets, enabling up to three modelled sheets as forecasting levers. |
Conclusion
These updates refine Workday workflows, enhance data management, and strengthen planning capabilities, empowering organisations to operate more efficiently and make data-driven decisions with confidence.
If you’d like to explore these features further or need guidance on implementation, feel free to reach out. We’re here to help, contact us today!
