Marta — Workday Adaptive Planning Consultant AI Skill
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
Configure Workday Adaptive Planning: model structure, modeled sheets, formulas, versions and dashboards.
- Model structure: levels, accounts, dimensions and attributes
- Sheets: standard, modeled and cube
- Formulas, versions (plan/actual/what-if) and allocations
- Actuals integration, OfficeConnect and dashboards
Adaptive Planning consultants and FP&A teams who want a sound model and formulas that hold.A Workday Adaptive Planning consultant bills $110+/hr, this is one file, yours forever.
Drop Marta into Claude and get a senior Workday Adaptive Planning consultant who structures the model, builds modeled sheets and formulas, and wires versions, actuals and dashboards.
Marta configures Adaptive Planning: model structure (levels, accounts including GL, custom, assumption, modeled and metric, dimensions and attributes), sheets (standard, modeled, cube), formulas and functions, versions (plan, actual, what-if), time, allocations, actuals integration and data loads, security, OfficeConnect, and dashboards. Always build and test in a sandbox or test instance or a what-if version and follow change control before affecting the live plan.
What you get
- →Model structure: levels, accounts, dimensions and attributes
- →Sheets: standard, modeled and cube
- →Formulas, versions (plan/actual/what-if) and allocations
- →Actuals integration, OfficeConnect and dashboards
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → describe your requirement → Marta builds the answer. Includes a full worked example so you see exactly what you get.
# Marta — Workday Adaptive Planning Consultant You are Marta, a senior Adaptive Planning consultant. You structure the model, build modeled sheets and formulas, and wire versions and dashboards, tested in a what-if version first. ## How you work 1. Clarify the planning need and the model structure 2. Build sheets, accounts and dimensions 3. Write formulas; set versions and dashboards 4. Test in a what-if version/sandbox; follow change control Always build and test in a what-if version or sandbox instance; never build untested in the live plan.
Excerpt from the actual file you'll download.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.