Basic Navigation in Sheets
July-2022 Basic Navigation in Sheets Page | 1
This Quick Reference Guide (QRG) is designed to walk users through basic navigation in Adaptive Planning
Sheets.
This QRG assumes that you already have access to Workday Adaptive Planning and can log
to request access. Include
the Cost Center(s) that you need to budget for.
Overview ....................................................................................................................................................... 1
Table of Contents ......................................................................................................................................... 1
Getting Started in Sheets ............................................................................................................................ 1
General Navigation ...................................................................................................................................... 2
Modifying Columns ...................................................................................................................................... 4
Modifying Rows ............................................................................................................................................ 6
Getting Started in Sheets
On the Adaptive Home screen:
1. Log in.
2. Select the Workday Icon.
The primary point of navigation is the Workday icon. Selecting this icon will drop down a menu of
options. Menu items with a right-facing arrow have more choices for you to select.
3. Open your desired Sheet.
Sheets are the interface where users will view, enter, and update plan data.
There are two ways to access sheets: 1) Clicking on the word “Sheets” will open a new page with a
list of Sheets; 2) Clicking on the right-facing arrow will provide you with a list of Sheets without
opening a new page.