Create Adaptive Planning Hubs

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

Performance Summary

Workflows (after you enable and set up Configurable Workflows)

Select

Hubs

from the main menu.

Click

+ New Hub

(plus circle icon).

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.

In the empty text widget, add instructions, timelines, or information for the hub viewers.

Configure the

Performance Summary

AI widget:

Select the accounts that you want to include in the AI-driven performance analysis. You can specify user-friendly account names, colors, and additional actions such as removal.

Set the version, time alignment, and period for the performance analysis.

Enable the

Workday Assistant Summary

option and click

Done

Configure the Workflow widget. See Steps: Set Up Configurable Workflows.

After you configure and set up Configurable Workflows, you see

Workflows

widget display in the hub.