Define an application and assign co-owners

Create an application to organize assets used in your processes to provide guidance to contributors.

Procedure

  1. On the Planning Analytics Workspace Home page, click Applications and Plans.
  2. On the Applications and Plans page, click Create, and then click Application.
    You can also create an application directly from the Home menu Home menu. Click the Home menu, then click New and select Application.
  3. On the Create an application page, under Application details, enter a name and description for your application. The description you provide is visible on the application tile on the Planning Analytics Workspace Home page.

    Optional: Use the Upload files option to add one or more files to the application overview. Any attachment you add here is available to users as a link immediately following the application name and description.

  4. Under Image, you can add an image to your application. You can upload an image by clicking in the image box or dragging an image onto the image box.
  5. Under Co-owners, you can select users that will be co-owners on this application. Co-owners have full control over the application and can modify all aspects of the application.
  6. Click Create.
    If you have more than one application to create, you can duplicate the application that you just created. On the application page, click Application actions and select Save as. Rename the duplicate and click OK. All details such as the co-owners, images, and attachments are copied over to the duplicated item.

What to do next

You can now add sections and contributors as well as announcements to the newly-created application.

You can also make the application available to other users by switching the Application status toggle to Open.