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Adaptive Insights Resources

This is your resource page for Adaptive Planning (formerly known as Adaptive Insights). The Adaptive team is happy to help you as you get to know the program.  Please let us know how we can help you!

Remember that more in-depth information is available on the Adaptive Insights Team site. Need access to the Teams site?  Let us know at 

As you work in AI, please continue to send your questions, observations, and future wish list items to Julianna Clevenger at



Office Hours will be open to answer your technical questions.  Register for a 15-minute appointment HERE.


We will add to these resources continually, based in large part on your feedback during office hours. 


Frequently Asked Questions

Check out the FAQs on the Adaptive Insights Teams page at this link:  Budget FAQ's (Updated version available 10/12/20)

If you are unable to access the link, email us at