Exam Workday-Adaptive-Planning Topic 1 Question 19 Discussion

Actual exam question for Workday's Workday-Adaptive-Planning exam
Question #: 19
Topic #: 1
How do you set up a task so that it is associated with a particular version and level?

Suggested Answer: B Vote an answer

In Workday Adaptive Planning's Process Tracker (Workflow), a Level workflow task is specifically designed to associate a task with a particular level and version combination. When creating a Level workflow task, the administrator specifies both the version (e.g., FY2025 Budget) and the level (e.g., 310-01 Sales-USA) to which the task applies. This creates a direct link between the planning task, the relevant organizational unit, and the planning version, enabling the workflow engine to route tasks to the correct users and track completion at the appropriate level and version intersection. A Sheet workflow task links to a specific planning sheet rather than a level-version combination. Assigning the task to a user defines responsibility but does not establish the version-level association. A Standard task is a general-purpose task that does not inherently carry version and level associations. Level workflow tasks are the mechanism for coordinating level-specific, version-bound planning activities in Adaptive Planning's workflow module. Reference: Workday Adaptive Planning - Process Tracker, Level Workflow Tasks, Version Association, Workflow Configuration.

by Kerwin at Aug 26, 2026, 06:10 PM

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