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Administrator Guide
Last Updated: 2026-04-17
Share and Collaborate on Org Model Scenarios as Owner

Share and Collaborate on Org Model Scenarios as Owner

  • Ensure that your security administrator assigns you to an org model owner role on the organizations included on the org model.
  • Security:
    Manage: Org Models
     domain in the Adaptive Planning for the Workforce functional area.
As an org model owner, you can use your
Design Org Model
My Tasks
 item to:
  • Share the org model with additional individual or security groups of participants. When you share the org model with additional people, you don’t add those people as additional owners.
  • Launch the scenario so you can access the same visual org modeling interface that your collaborators use.
  • Review changes made to scenarios.
  • Submit scenarios.
You can use the visual org modeling interface to:
  • Click and drag organizations or positions to move them to different parts of the hierarchy.
  • Select multiple organizations or positions to perform bulk edits or moves.
  • Use related actions on org nodes to create subordinate orgs, edit orgs, inactivate or reactivate orgs, assign roles, create positions, or edit positions.
  • View key metrics like Total Workforce Cost, Headcount, FTE, Span of Control, and Layers. These metrics update dynamically as you make changes.
When you collaborate on a scenario, all of the information we display uses data that’s current to today’s date. This information includes:
  • Hierarchy structure.
  • Role assignees.
When you collaborate on multiple scenarios in 1 model, you can access all those scenarios from the same
My Tasks
 item. After you and your participants finish collaborating on a scenario, you can submit the scenario for approval. You can only submit scenarios one at a time even if multiple scenarios exist in this model.
  1. Access the
    Design Org Model
    My Tasks
     item for your org model.
  2. (Optional) Select
    Share with Participants
     to share the org model with individuals or everyone with org model participant roles for your organizations.
    When you share the org model, you share all scenarios on the org model. You can make your own changes to scenarios before you share the org model.
  3. Select
    Launch
     from the
    Actions
     menu of the scenario you want to collaborate on.
    We display all baseline records based on today’s date. Example: Hierarchy structure and role assignees.
  4. Use the visual org modeling interface to take these actions:
    Option Description
    Move organizations or positions.
    Click and drag the organizations or positions. You can select multiple organizations or positions to move them in bulk.
    Example: You want to move 5 positions from Cost Center 1000 to Cost Center 2000. To move these positions:
    1. Select Cost Center 1000 in the modeling interface to view the
      Positions
       tab for this org.
    2. Select the 5 positions.
    3. Drag and drop the 5 positions onto the Cost Center 2000 node in the modeling interface.
    Create positions.
    Select
    Create Positions
     from the related actions menu of an org.
    Create subordinate organizations.
    Select
    Create Subordinate Org
     from the related actions menu of an org.
    Select assignees for roles.
    Select
    Assign Roles
     from the related actions menu of an org.
    We automatically display the current assignees for roles as of today’s date.
    Assign a superior org for an org.
    Select
    Assign Superior
     from the related actions menu of an org.
    Edit an org.
    Select
    Edit Org
     from the related actions menu of an org.
    Inactivate or reactivate orgs.
    You can inactivate or reactivate multiple orgs using multiselect.
    Edit positions.
    You can edit 1 position or multiple positions in bulk.
    To edit a position:
    1. Select the organization the position is in.
    2. Select the
      Positions
       tab.
    3. Select
      Edit
       from the related actions menu of the position.
    To edit multiple positions in bulk:
    1. Select the organization the positions are in.
    2. Select multiple positions.
    3. Select
      Edit
       from the related actions menu at the top of this
      Positions
       tab.
    We don't support overlapping positions.
    View position overviews.
    You can view HCM information that you have access to about positions.
    To view the overview for a position:
    1. Select the organization the position is in.
    2. Select the
      Positions
       tab.
    3. Select
      Position Overview
       from the related actions menu of the position.
    Transfer workers.
    You can transfer 1 worker or multiple workers in bulk.
    To transfer a position:
    1. Select the organization the position is in.
    2. Select the
      Positions
       tab.
    3. Select
      Transfer Worker
       from the related actions menu of the position.
    To transfer multiple workers in bulk:
    1. Select the organization the position is in.
    2. Select multiple positions.
    3. Select
      Transfer Workers
       from the related actions menu at the top of this
      Positions
       tab.
    We don't support overlapping positions.
  5. (Optional) Select
    Analytics
     to view visualizations of your org metrics in this scenario.
    We automatically update the data in these visualizations as you make changes in your scenario.
    On the
    Summary
     tab, you can view these metrics for your selected org:
    • Manager Information.
    • Total Headcount.
    • Cost of Workforce.
    • Layers.
    • Average Span of Control.
    • Number of Managers.
    • Percentage of Managers.
    • Number of Individual Contributors.
    • Percentage of Individual Contributors.
    On the
    Org Structure
     tab, you can use a sunburst chart to visualize your org hierarchy by layers for these metrics:
    • Total Headcount.
    • Cost of Workforce.
    You can select the number of layers to display in the sunburst chart.
  6. To review all changes made to a scenario since the scenario was first created, navigate back to your
    My Tasks
     item and select
    Review Changes
     from the
    Actions
     menu of the scenario.
  7. To submit a scenario that you’re collaborating on in this model, on your
    My Tasks
     item:
    1. Select the scenario on
      Select a Scenario to Submit
      .
    2. Select
      Submit
      .
    After you submit all scenarios in the model, we move the business process forward.