Reference: Best Practices for Adaptive Planning Hubs

Start small

Begin with a single hub for one department or workflow such as Financial Planning Hub.
Limit early pilots to a few groups to validate access, performance, and adoption.

Focus on relevance

Include only the most essential pages, links, and widgets to reduce cognitive load.
Use Groups to structure related content logically.
Ensure the Workflow widget surfaces insights that are truly actionable.

Keep layout consistent

Use a consistent structure across hubs to make navigation intuitive.
Maintain uniform naming conventions for Pages and Groups.
Place the Workflow widget in the same general location across hubs.

Manage updates carefully

Test configuration changes in draft hubs before republishing.
When cloning hubs, always revalidate page links, widgets, and permissions.
Archive old hubs instead of deleting them to preserve configuration references.

Monitor feedback

Manage updates carefully

Collaborate across teams

Partner with UX, Adaptive Planning admins, and security to ensure hubs follow consistent design and access standards.
If integrating with other Workday products, validate that connected workflows and permissions align correctly.

Manage hub security

Grant the Hub Administrator (with
Edit Hubs
permission) user type sparingly by limiting it to a few trusted users. This ensures that admins retain control over configuration, while business users can interact confidently with the content they need.
Use group-based permissions for scalability. This also ensures that hubs remain secure, organized, and tailored to the right audience.
Align the Hub Contributor (with
Access Hubs
permission) user type with teams responsible for content upkeep such as finance or HR analysts.
Regularly review and audit hub permissions, especially after reorganizations or role changes. Consistent governance enables smooth scaling from pilot environments to production rollouts.