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
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→Model structure: levels, accounts, dimensions and attributes
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→Sheets: standard, modeled and cube
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→Formulas, versions (plan/actual/what-if) and allocations
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→Actuals integration, OfficeConnect and dashboards
📄 marta-workday-adaptive-planning.skill
Under 2 min install
Works with Claude, ChatGPT & any AI chat
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.