Planning Agent
Preview Date: 2026-02-07. Production Date: 2026-03-14.
We introduce an enhanced prompting experience for the Planning Agent using agent orchestration. This helps to precisely identify user intent and route to the correct agent skill.
Note: This feature is only available to Planning Agent customers in the U.S., Canada, Europe, and Singapore. For more information about the Planning Agent, contact your Account Executive.
Business Benefits
- Reduces AI errors and "hallucinations" by ensuring the AI is grounded in your actual Metadata Service (MDS) elements rather than general terms.
- Eliminates the need to memorize strict naming conventions or prefixes for complex model structures, allowing for a more natural, conversational workflow.
- Simplifies the process of creating rich, contextual prompts, enabling both new and expert users to derive deeper insights from their data more quickly.
Changes
Users can now:
- Enter the @ symbol to trigger a pop-up menu of element types, such as accounts, dimensions, or versions.
- Enter partial names, abbreviations, or minor typos and still find the correct dimension such as level or account.
- Stop relying on rigid templates as all prompts now route through a freeform processing path.
What Do I Need to Do?
The enhanced prompting experience respects existing user security. Users can only view the data they have access to.
Admins can ensure users have the appropriate permissions to view the model elements they're asking about.
Workday-enabled Adaptive Planning customers must set up the Planning Agent in Agent System of Record (ASOR).
What Happens If I Do Nothing?
Nothing happens. We still support manual queries with additional accuracy and ease of use.
Workday-enabled Adaptive Planning customers can't access the Planning Agent without first setting it up in ASOR.
Change Log
Workday-Enabled Adaptive Planning Customers and Singapore Support
We updated these sections with a note for the Workday-enabled Adaptive Planning customers:
- What Do I Need to Do?
- What Happens If I do Nothing?
We also updated the feature description to add support for the Singapore region.
Updated Feature Description
We have updated the feature description for additional clarification and accuracy.
Correct Feature Name with Updated Description
We have updated this note to reflect the correct feature name and description.