Add sections and contributors to an application

You can group related assets such as books, views, and websheets in sections of an application. The sections in your application might reflect the structure of your organization, planning and budgeting requirements, or any other relevant grouping of assets.

1. On the application page, click Add a section on the Application sections tab.
2. Enter a name and description for the section.
3. Optional: Use the Upload files option to add one or more files to the section. Any attachment you add here is available to users as a link in the section.
4. Under Tags, follow these steps to add one or more color-coded tags for the section:
   1. Click into the Tags field, and click Create new tag
   2. In the Name field, enter a label for your tag.
   3. Choose a color for your tag.

      Select from the colors that are available in the dialog box, or click Custom color picker and select a custom color. The color picker is different in different browsers.

   4. Click Create.
   5. Expand the Tags field, select the tag that you just created, and click Save to add it to the section.

      Any tags that you create are saved to the application. This means that all sections in an application can share the available tags. Sections can't access tags from other applications.

   6. Click the Edit a tag icon next to a tag to edit or delete the tag.
      Important: When you delete a tag, the tag is removed from all sections in the application that use the tag.
5. Under Assets, select the assets from the Available section that you want to include in the current application section.
   The Assets tab shows the books, views, and websheets that are available to add to your application section.

   • - Books
   • - Views
   • - Websheets
   You can search asset names or filter by asset type to narrow the list of assets.
   The assets are added to the Selected list in the order you select them. You can click and drag assets to different positions to change the ordering.

   Tip: In Planning Analytics Workspace 2.0.94 and later versions, you can select a tab to open by default in book assets.
6. Under Contributors, select the user groups that need access to the section.
   The Add groups page shows the existing user groups that you can assign to the section assets. You can select any combination of existing user groups or the Everyone virtual user group. The Everyone group assigns all users in your environment to a section.
   When a user group is assigned to a section, the security for the section assets is updated to provide access for the user group.
   Important: Application security is applied only to Planning Analytics Workspace user groups. There are no links or dependencies to TM1 object security. It is the responsibility of the Planning Analytics Workspace administrator to ensure that the Planning Analytics Workspace user groups have the requisite TM1® security permissions to view and edit assets.
7. Click Add section to finish adding the section to your application.
8. Optional: Repeat steps 1 through 5 for each additional section you want to add to the application.
   You can also click Duplicate section to create a similar section.

   When you duplicate a section, details such as the Assets, Contributor groups, and attachments are copied over to the duplicated item. The section name in the duplicate section is different from the original. The duplicated section name includes the original name and appends an underscore and number at the end of the section name.