Budget season is here, which means it’s time for some Adaptive Planning housekeeping. In this episode, host Matt Harvison is joined by McKenzie Smith to walk through essential maintenance tips, including:

How to create new GL accounts safely

Updating your organizational structure with new levels

Understanding account and level attributes for smarter reporting

Common pitfalls to avoid when editing your foundational data model

Whether you’re adding accounts, reworking territories, or preparing for expansion, these practical demonstrations will help you stay confident in Adaptive without breaking your model.

🔔 Subscribe for more Planning Pulse “How To” tips and tricks as we roll into budget season.