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Adaptive Planning
Last Updated: 2026-03-13
Concept: Adaptive Planning Hubs

Concept: Adaptive Planning Hubs

Hubs are personalized, central locations within Workday Adaptive Planning designed for users to organize, navigate, and interact with a curated collection of dashboards, sheets, reports, links, and integration tasks. Administrators can customize hubs to provide intuitive workspaces for the users (planners, analysts, and managers) to complete their tasks.
Each hubs includes:
  • Overview page: An overview of the key information included in the hub and key performance indicator charts.
  • Pages: Core content containers that enable you to display Dashboards, Sheets (Standard, Cube, and Modeled, Assumptions), and Reports.
  • Groups: A hierarchical organization of multiple related pages within the hub for easier navigation.
  • Links: Customizable shortcuts to URLs that you can add to the hub navigation.
  • Files: Documents you can either create from the hub or upload from you local machine. The maximum file size supported is 10 MB. Users can open documents that they created in the hub or download uploaded documents without leaving the hub.
  • Integrations: Specific tasks related to data integration with systems (Workday, Salesforce, Snowflake) that you can display for quick access and management.
  • Workflows: Workflow tasks that are awaiting action from the user that is viewing the hub.
Users can designate a specific hub as their home or landing page. See Change Your Adaptive Planning Profile, Home Page, and Email Groups
Administrators can also designate a particular hub as a user’s homepage when creating or editing existing users. See Create Users.

Overview Page

The overview home page includes these key capabilities.
  • Text widget: Hub creators or administrators can use this widget to add instructions, timelines, or other important information about the hub. You can also include images, tables, and links to hubs, sheets, or reports. The text widget expands as you add more content.
  • KPI Summary Dial: You can configure this dial with up to four accounts to track important account metrics. When a viewer lacks access to a configured account, the dial resolves to an accessible descendant leaf account. This dial displays only if the hub admin enables the
    Show Performance Summary
     hub setting.
  • My Tasks widget: This widget only displays if the
    Enable Configurable Workflows
     option is selected for your instance. Also, the hub admin must enable the
    Show Workflow Widget
     in the hub settings, and you must have assigned tasks.
  • The ability to see a maximum of 3 recent hubs provided you have access to least 1 hub.

Manage Scenarios

You can create and manage scenarios from a hub page. On the filter toolbar, click the
Version
filter and then click the
More Actions
 menu. You can:
  • Work with scenarios in context of the hub.
  • Return to the hub with the version selection in sync.
  • Create, edit, share, and merge scenarios

Security Considerations

Hubs respect the existing Adaptive Planning access rules and permissions. Even within shared hubs, users can only view the data they are authorized to access.
  • Workflow actions are limited to the user’s assigned steps in the approval or review chain.
  • When cloning a hub, to preserve security boundaries, permissions aren’t automatically copied.