Interact with Adaptive Planning Hubs
Your administrator has:
- Enabled Hubs for your instance. See Enable Adaptive Planning Hubs.
- Created and configured one or more hubs. See Steps: Set Up Adaptive Planning Hubs.
Security:
- Access Hubspermission (grants visibility to the Hubs section)
- Access Dashboardspermission (grants visibility to the Hubs section)
After the administrator creates and shares a hub, users with access to it can start interacting directly with the hub content. Based on your user type, you can take these contextual actions from a single location:
- Consume key performance indicators as configured. You only see the data that you’re authorized to view.
- Complete workflows with Configurable Workflows.
- Access links and integration tasks such as Workday Financials Dashboard or external analytics or planning tools. All links open in a new tab to preserve your hub session.
As you're mentioned in comments or workflows are shared, you receive in-app notifications. If your notifications are integrated with Slack or Microsoft Teams, hub-related updates and mentions display directly in these collaboration apps.
- From the main menu, selectHubs.The Hubs home page lists all the hubs that you have access to.
- Select a hub to access it. Example: Finance Hub or Workforce Hub.The overview page for the specific hub opens up and displays the relevant widgets, pages, and links personalized for you.
- Use the Performance Summary widget to view up to four key performance indicator visualizations:
- Use the Workflow widget to:
- Review current workflows assigned to you such as approvals, submissions, or data reviews.
- Click a workflow item to open is directly.
- View task status (Pending, In Progress, Completed) and due dates at a glance.
- If applicable, trigger dependent workflows directly from the hub.
- Use quick links to navigate to connected Adaptive Planning pages, Workday modules, or approved third-party applications.