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Workday Pro Adaptive Planning Certification Sample Questions:

1. An accountant on the budgeting team needs to make topside adjustments for the levels within the Total Marketing parent. This user would need to record the amounts within the Total Marketing (Only) level. What does the user need to manually enter these details within a level assigned sheet?

A) Access to the Total Marketing parent and all descendants.
B) 'Import to all locations' within their permission set.
C) 'Access to (Only) levels' within their permission set.
D) Access to at least one of the descendants in Total Marketing.

2. What is a required step when creating a standard sheet?

A) Customize each level's access to individual accounts
B) Add accounts to a group
C) Add custom dimensions
D) Choose to make all accounts read-only for all levels

3. Which permissions are required to use OfficeConnect with Adaptive Planning?

A) Access Reports and Access OfficeConnect
B) Import capabilities and Download to Excel
C) Upload Files and Admin Access
D) Modify All Reports and Access Dashboards

4. The budgeting team would like to incorporate an inflation rate into several different formulas. This inflation rate might be adjusted later on, so the team would like to be mindful of the maintenance effort and store it in one place. What account type allows for data entry at the "Top Level (Only)" to accommodate this?

A) Metric
B) Custom
C) Assumption
D) Modeled

5. Scenario: A financial planner is responsible for ensuring the accuracy and structure of the Adaptive Planning model. This includes maintaining formulaic accounts on the Income Statement and establishing a logical hierarchy for the General Ledger accounts to facilitate effective financial reporting and analysis.
The accounting team needs to incorporate a new General Ledger account for Prepaid Advertising into the Adaptive Planning model. Under which primary account category can you create the new Prepaid Advertising account?

A) System account
B) Contra account
C) Assumption account
D) Root account

Solutions: