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Adaptive Planning
Last Updated: 2026-05-29
Create Adaptive Planning Hubs

Create Adaptive Planning Hubs

  • To add files for the hub:
    • Use edit mode on a personal or checked-out hub.
    • Verify the files are available on the instance.
  • Security:
    Edit Hubs
     permission.
When creating hubs, consider these recommendations and best practices:
  • Align by user types or groups: Create hubs that map to functions (Finance, HR, Operations) and share only with relevant user types to keep navigation simple.
  • Review regularly: Audit hub visibility quarterly to ensure correct access.
  • Use templates: For repeating structures (like regional hubs), clone existing hubs and adjust visibility rather than recreate from scratch.
  • Leverage Slack integration: For teams using Slack, enable notifications when hubs are shared or updated for quick awareness.
After you create a hub:
  • It automatically includes a default home or overview page populated with pre-configured widgets to get you started
  • You automatically land on the hub overview page in edit mode. The overview page includes these widgets:
    • Text
    • KPI Summary Dial (after you configure it and the admin enables it from the hub settings)
    • My Tasks or Workflow (after you enable and set up Configurable Workflows and the admin enables it from the hub settings. To view this widget, you must also have assigned tasks.)
  • When hub files are available, the
    Files
    option displays in the hub navigation for documents, uploads, and folders.
  1. Select
    Hubs
     from the main menu.
  2. Click
    + New Hub
     (plus circle icon).
  3. Enter these details:
    Option Description
    Name
    An unique and descriptive name such as “Finance Hub”.
    Description
    Optionally, add a short summary describing the purpose of the hub.
  4. In the empty text widget, add instructions, timelines, or information for the hub viewers.
  5. Configure the
    KPI Summary Dial
    :
    • Next to
      Accounts
      , click
      Add Account
      . Select the accounts that you want to include in the summary dial. After adding, you can click the accounts to specify user-friendly account names, colors, and additional actions such as removal.
    • Set the version, time alignment, and period for the summary dial.
  6. Configure the Workflow (My Tasks) widget. See Steps: Set Up Configurable Workflows.
  7. (Optional) In the hub side navigation, select
    Files
    Edit Hub
    Add New
    . Select from these options:
    • Document
      to create a rich-text document. Enter a name and select
      Add
      .
    • Upload File
       to upload from your device. Select a file and then select
      Save
      .
    • Folder
      to create a folder. Enter a name and then select
      Add
      .