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Adaptive Planning
Last Updated: 2023-06-23
Organize Files in Adaptive Planning Hubs

Organize Files in Adaptive Planning Hubs

  • Hub files is available for your instance.
  • Create or upload the files and folders that you want to organize. See Create Adaptive Planning Hubs
  • Security:
    Edit Hubs
     permission.
For shared hubs, check out the hub before you rename, move, replace, or delete items.
Hub users can browse folders, open documents as view -only, and download uploaded files.
On the
Files
 page, you can create nested folders, navigate with breadcrumbs, and manage items from the
More Actions
 menu for each row.
Row actions depend on the item type:
  • Folders and documents:
    Move
    ,
    Rename
    ,
    Delete
  • Uploaded files:
    Move
    ,
    Rename
    ,
    Delete
    ,
    Download
    , and
    Replace
  1. Select
    Hubs
     from the main menu, and open the hub that contains the files.
  2. In the hub navigation, select
    Files
    .
    The Files overview lists files and folders with
    Name
    ,
    Type
    ,
    Last Modified By
    , and
    Last Modified
    .
  3. Use search, the Type filter, and column headers to find and sort items. Folders sort to the top.
  4. Click
    Edit Hub
    .
  5. Create nested folders and move through them:
    1. Select
      Add New
      Folder
      , enter a name, and select
      Add
      .
    2. Open a folder to work in that location.
      New items are added in the current folder.
    3. Use the breadcrumb trail to return to a parent folder or the Files root.
  6. Rename a file or folder:
    1. From the row actions menu, select
      Rename
      .
    2. Enter the new name and save your change.
  7. Move a file or folder:
    1. From the row actions menu, select
      Move
      .
    2. Select the destination folder and complete the move.
  8. View details for a file or folder.
    From the row actions menu, select
    View Details
    .
  9. Download an uploaded file.
    From the row actions menu, select
    Download
    .
    Download
     is available for uploaded files only. It isn't available for documents created in the hub.
  10. Replace an uploaded file:
    1. From the row actions menu, select
      Replace
      .
    2. Upload the new file.
  11. Delete a file or folder:
    1. From the row's actions menu, select
      Delete
      .
    2. Confirm the deletion.