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Adaptive Planning
Last Updated: 2026-09-18
Manage Adaptive Planning Hubs

Manage Adaptive Planning Hubs

Security:
Edit Hubs
permission.
As administrators and hub creators you can manage existing hubs to keep their content, layout, and access up to date. Without disrupting the active hub users, you can accomplish these tasks:
  • Edit hub details and access
  • Update pages and widgets
  • Clone or retire hubs
  • Monitor hub publication status
Consider cloning hubs when:
  • Creating department-specific variants (Finance Hub – North America and “Finance Hub – EMEA”).
  • Using a hub as a template for new functions.
When updating hubs, consider these best practices:
  • Use Checked Out mode for large content or layout changes to prevent disruptions.
  • Clone before editing shared hubs used across multiple teams.
  • Regularly review visibility to ensure correct access by user type.
  • Archive stale hubs to keep navigation clean and prevent confusion.
Managed hubs remain accurate, secure, and relevant to the business process. Administrators maintain full control over what users see, without requiring developer or instance-level intervention. Hubs can evolve over time, scaling from pilot use cases to enterprise-wide adoption.
  1. Select
    Hubs
    from the main menu.
  2. Click
    All Hubs
    to display all existing hubs, with key information such as hub name, status, owner.
  3. (Optional) From the
    Actions
    menu (three vertical dots) for a hub select
    Edit
    . Update the hub content, layout, components, or access.
  4. (Optional) Clone a hub:
    1. Click
      Actions
      Duplicate
      to duplicate an existing hub. The existing hub is duplicated as [Name] - Copy and all pages, groups, links, and widget configurations are copied.
    2. Adjust name, visibility or overview page elements as needed before publishing.
  5. Click
    Done
    to store changes without publishing. You can also select
    Share
    from the hub
    Actions
    menu to make the updates live.
  6. (Optional) To un share a previously shared hub:
    1. Open the hub
      Actions
      menu.
    2. Select
      Unshare
      .
    3. Confirm action.
    The hub moves to Personal status and disappears from user homepages. The share selections are removed.
  7. (Optional) To check out a previously shared published hub:
    1. Open the hub
      Actions
      menu.
    2. Click
      Checkout
      .
    An editable copy displays as a personal hub. A non-editable remains as the shared hub.
  8. (Optional) To delete a hub that is outdated or inactive:
    1. Open the hub
      Actions
      menu.
    2. Click
      Delete
      .
    3. Confirm the delete action.
    The hub is deleted and the action can't be undone.
  9. (Optional) Use the
    Status
    column to check if a hub is checked out for editing or not.
  10. (Optional) To manage the hub settings:
    1. Click
      Actions
      Hub Settings
      .
    2. Edit the hub name, icon, or description as desired.
    3. Enable or disable these widgets from displaying on the Overview page:
      • Show Performance Summary
      • Show Workflow Widget
        . This setting displays only when Configurable Workflows is enabled and the user has assigned tasks.
      • Optimize Sheet Pages
        . This setting enables faster load time but only allows viewing and filtering for sheets in the hub.