ERP

Workday Adaptive Planning

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Connect your AI to Workday Adaptive Planning
FP&A analysts, finance controllers, and planning system administrators build budgets and forecasts in Workday Adaptive Planning, but the answers they need about the model's accounts, levels, dimensions and currencies sit behind separate screens and exports. AI can answer those questions in seconds, but only if it respects the Adaptive Planning integration user's permissions and treats the model structure as confidential financial information.

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Why it matters

Capabilities that matter most for Workday Adaptive Planning

01

Read the planning model, not just reports

Popdock exposes the Adaptive Planning chart of accounts, level hierarchy, dimensions, dimension values and currencies as governed lists and AI tools, so AI can answer structure questions that reports do not show.
02

Ready-made review prompts

The app store carries ready-made prompts that review the chart of accounts, map the level hierarchy, audit dimension values and check currency setup, all read-only.
03

Governed by the integration user

AI sees only what the Adaptive Planning integration user can see, so permissions are enforced by the source system and not by the prompt.
03

Planning data beside your other systems

Because the connector runs in Popdock, planning lists can sit alongside ERP, CRM and other connectors in the same governed AI workspace.

Use cases

Example AI Use Cases for Workday Adaptive Planning

Filters

scenario

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Dimension lists in Workday Adaptive Planning grow messy over time. Values get added twice under slightly different names, parents are removed and leave orphans, and whole dimensions sit empty. Nobody notices until a report breaks, and checking each dimension by hand means opening every one in turn.

What popdock provides

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Name a dimension, or leave it blank to cover all of them, and it lists the dimensions in Workday Adaptive Planning and pulls the values for each. It flags empty dimensions, values that repeat a name or code, values whose parent is not in the same dimension, and values missing a short name or description that their siblings have. Nothing is changed. It recommends each fix instead of applying it, and it tells you when a result may have been cut short.

Business outcome

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You get a clear list of the dimension values that need cleaning up, with nothing changed in the planning model.

scenario

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Checking currency setup in Workday Adaptive Planning means comparing the currencies defined for the instance against the ones set on each organisation level, usually across two screens. A level pointing at the wrong currency, or two currencies marked as reporting, is easy to miss by eye.

What popdock provides

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Optionally name a company, and it reads the currencies defined in Workday Adaptive Planning and the currency on every level. It identifies the corporate and reporting currencies, then flags a missing or duplicate corporate or reporting currency, levels using an undefined currency, defined currencies no level uses, and unusual precision. You get a table of currencies with the levels using each one. If either read comes back empty it stops and says so rather than guessing, and it changes nothing.

Business outcome

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Currency inconsistencies across the entity tree are listed in one report, with no guessing and no changes to the model.

scenario

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Adaptive Planning returns organisation levels as flat lists with parent links, so reconstructing the entity tree means piecing it together by hand. Along the way a child with a different currency than its parent, or an elimination level in the wrong place, slips through.

What popdock provides

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Name a root level, or leave it blank for the whole tree, and it reads the levels from Workday Adaptive Planning and builds the hierarchy from the parent links. It flags currency changes between parent and child, where elimination levels sit, workflow status that differs from siblings, parents that are missing from the results, and duplicate names or codes. It stops if the root is ambiguous, never infers links the data does not show, and changes nothing.

Business outcome

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You see the entity tree and its structural problems in one report, built only from links the data actually contains.

scenario

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Analysts scroll the Workday Adaptive Planning chart of accounts by hand looking for duplicates and inconsistent settings, and they miss them. Two accounts share a code, a child differs from its siblings on balance type or rollup, and nobody sees it until a plan does not add up.

What popdock provides

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Optionally narrow by account type or part of a name, and it pulls the matching accounts from Workday Adaptive Planning. It lists the top-level accounts, then flags duplicate names or codes, empty account groups, balance type or subtype that differs from siblings, differing entry and rollup settings, and intercompany accounts. It reports only what the data shows, says if the list may be truncated, and changes nothing in the model.

Business outcome

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Misconfigured accounts are listed with a recommended fix for each issue type, without anyone scrolling the chart by hand or touching the model.
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Tools for Workday Adaptive Planning

Start with ready-made MCP tools for the Workday Adaptive Planning. Each one gives your AI client a single, clearly defined job: get invoices or journal entries, pull a file, or create and update records. Add a tool to your PopdockAI MCP server, choose the fields it returns and who can use it, and it's ready in Claude, ChatGPT or Microsoft Copilot. Nothing is exposed that you haven't switched on.

Tool Types

Name of tool
Description
get-data
workday-adaptive-planning-get-dimension-value
Returns dimension values (the members of each dimension) from Workday Adaptive Planning.
get-data
workday-adaptive-planning-get-dimension
Returns dimensions (custom reporting categories) from Workday Adaptive Planning.
get-data
workday-adaptive-planning-get-currency
Returns the currencies defined in Workday Adaptive Planning.
get-data
workday-adaptive-planning-get-account
Returns accounts from the Workday Adaptive Planning chart of accounts, with type, group and settings. Filter by account type or name.
get-data
workday-adaptive-planning-get-level
Returns organisation levels (the entity hierarchy) from Workday Adaptive Planning, with parent links, currencies and elimination settings.

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