Concept: Collaboration Within Adaptive Planning
In Adaptive Planning, you can use the in-application chat capabilities on dashboards to:
- 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with comments to automatically adjust your dashboard filters to match the exact data view present when the comment was originally made.
- Edit your own comments, sort comments, and delete comment threads. Tagged users are notified about deleted threads. Admin users can delete all comments for all users.
Business Benefits
- 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.