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Adaptive Planning
Last Updated: 2023-06-23
Ask Workday for Adaptive Planning

Ask Workday for Adaptive Planning

Preview Date: 2025-08-29. Production Date: 2025-09-20.
With this release, we introduce Ask Workday for Adaptive Planning (Ask Workday). Ask Workday:
  • Is an artificial intelligence (AI) interface that enables users to interact with Adaptive Planning using natural language.
  • Includes Contextual Help which provides which provides a conversational interface to enable you to quickly access information from Adaptive Planning documentation.

Changes

With Ask Workday, you can now:
  • Ask questions in natural language and access relevant help exactly when needed.
  • Receive concise, context-aware answers without disrupting your workflows.
  • Use a "Help me find an answer" prompt on the welcome screen to discover relevant questions.
In addition, Ask Workday provides:
  • Type-ahead recommendations
  • Smart prompt suggestions
  • Response feedback
  • Full screen mode

Business Benefits

Ask Workday:
  • Enables faster, more strategic decisions by uncovering insights and suggesting next steps in context.
  • Boosts productivity and user adoption by making advanced planning tools intuitive, conversational, and accessible to all skill levels.
  • Streamlines access to Adaptive Planning information by combining comprehensive search with contextual analysis.
  • Provides contextual how-to information for critical tasks such as:
    • Setting up alternate calendars
    • Creating Machine Learning (ML) forecasts
    • Reviewing scenario changes
    • Changing default currencies
  • Boosts productivity and reduces dependency on support teams by making learning intuitive and seamless.

What Do I Need to Do?

Assign the
Access Ask Workday for Adaptive Planning
permission to:
  • Administrators so they can enable Ask Workday for an Adaptive Planning instance. After it is enabled, the
    Ask Workday
    icon displays on the global toolbar across the application.
  • End users so they can view the
    Ask Workday
    icon on the global toolbar for accessing Ask Workday.

What Happens If I Do Nothing?

Without the
Access Ask Workday for Adaptive Planning
 permission assigned:
  • Administrators can't enable Ask Workday for an Adaptive Planning instance.
  • End-users can't view the
    Ask Workday
     icon for accessing Ask Workday for Adaptive Planning.

Change Log

Permission Name and Icon Change
We rename the
Access Workday Assistant for Planning
 permission to now
Access Ask Workday for Adaptive Planning
.
We also replace the sparkle icon with the
Ask Workday
 icon.
We've updated these sections to reflect these latest changes:
  • What Do I Need to Do?
  • What Happens If I Do Nothing?
We update this note to inform you that:
  • This feature is now available in Preview.
  • We've updated the feature name.