Collaborate within Adaptive Planning

Initiate and participate in conversations directly on dashboard widgets.

Tag specific users in comments to direct questions or attention, triggering notifications for the tagged individuals.

Receive notifications for tagged comments within Adaptive Planning notifications and through integrated workplace chat applications such as Slack.

Navigate directly from notifications to relevant comments and data context within Adaptive Planning.

Use a filter icon associated with comments to automatically adjust their dashboard filters to match the exact data view present when the comment was originally made.

Edit their own comments, sort comments, and delete comment threads.

Eliminates the need for multiple external communication methods such as emails, separate chat applications, or spreadsheets by enabling direct, in-context discussions within Adaptive Planning.

Enhances data alignment and accuracy by tying conversations directly to dashboard widgets. The ability to automatically align filter settings to the context of a comment helps prevent misinterpretations and ensures all collaborators are viewing the same data.

Strengthens data security and compliance as discussions about sensitive planning data are conducted securely within the Adaptive Planning established user access framework.

Fosters faster decision-making by enabling immediate, targeted communication and quick resolution of questions or discrepancies directly where the data resides.

Access Dashboard:

Allows users to view, create, and delete their own comments.

Edit Dashboard:

Allows users to delete comments from other users.