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Adaptive Planning
Manage Collaboration for Shared Scenarios

Manage Collaboration for Shared Scenarios

  • Share your scenarios with collaborators.
  • Security:
    • Share Scenarios
       permission
After creating scenarios, you can share them with collaborators who can contribute to the changes. The collaborators receive a notification with an optional message, scenario name, and any links to resources such as dashboards or sheets.
After collaborators make changes to a scenario, they can see related actions available to them.
  • Submit for Review
    : This option updates the status of the collaborator to
    Submitted
    , sends a notification to the owner that changes are ready for review, and locks the sheets in the scenario for the collaborator.
  • Recall Submission
    : This option is for cases where collaborators require additional changes or corrections. It reverses the status from
    Submitted
    to
    In Progress
    , unlocks the sheet, and notifies the owner.
  • View Collaborators
    : This option enables collaborators to view a list of fellow collaborators and check the status of their submissions.
As scenario owner, you can manage the collaboration status for your shared scenarios from the Manage Submissions dialog. This dialog displays:
  • Collaborator names: If you shared with a user group, the individual names display under the Name column.
  • Collaboration status:
    • In Progress: The collaborator hasn't finished the changes. This is the initial status of a scenario before the collaborator selects
      Submits for Review
      .
    • Submitted: The collaborator has submitted the changes for review.
    • Approved: The scenario owner has accepted the changes. We keep the sheets locked until the owner merges, sends back, discards changes, or deletes the scenario.
    • Sent Back: The owner has sent back the scenario to the collaborator for additional changes. We unlock the sheets for the collaborator. The scenario remains in this status until the collaborator submits for review again.
Admin users can also manage submissions for shared scenarios except they can't send back or approve changes for scenarios.
Depending on the collaboration status, you as the owner can take appropriate actions for your shared scenarios. When confirming your action, you can also include a custom message for the collaborator.
  1. Select
    Scenarios
     from the main menu.
  2. Select the
    Shared
    folder.
  3. Hover over a shared scenario to display the
    Actions
    menu (icon with three vertical dots). Select
    Manage Submissions
    .
  4. For each collaborator, click the
    Actions
     menu and select an appropriate action. Complete the task:
    選項 說明
    Approve (checkmark)
    If you accept the changes, select this action.
    Send Back (X):
    If you want to unlock the scenario for the collaborator so they can make additional changes, select this action.
    You can also discard all changes when you send back.
    Download Changes
    If you want to review the changes, select this action to download an Excel sheet filtered to all the changes performed by that particular collaborator.
    Discard Changes
    If you want to remove the changes that the collaborator made to the scenario, select this action.
    Approve All
    If have reviewed and accept all the changes from all the collaborators, select this option to approve all changes at once. This option enables you to accept all the changes of all collaborators.
Collaborators are notified of the status of their submissions. They can then take any necessary follow-up actions on the shared scenarios. If you merge changes, the changes are reflected in the scenario data.