Workspaces

A Workspace is a grouping of related workflows that encapsulates multiple Environments for different sets of users and applications that are integrated. Workspaces are an important way to allow OneCloud to be deployed for different purposes, such as the following table depicts:

Workspace

Use Case

Technologies Examples

Users

FP&A

Corporate financial planning & analysis, automated close.

Anaplan, BlackLine, NetSuite, Adaptive Insight, HostAnalyics, Oracle EPM, Relational, etc.

Finance,
Finance IT

Sales Operations

Territory & quota management, connected planning.

Salesforce, ServiceNow, EPBCS,
Anaplan, etc.

Sales,
Finance

Reporting

Integrated and automated reported. Scheduled or on-demand.

Relations, Tableau,
Power BI,
Workiva, etc.

Sales,
Finance, Management

Additionally, Workspaces are a powerful way to segment OneCloud security groups for different OneCloud users and administrators, stored variables, and technologies that can be enabled for different Workspace and Environment combinations.

Add a Workspace:

  • Select Home from the left navigation.

  • Select the blue plus (+) icon in the lower-right corner


📚 Related Topics:

Workspace Configuration

Environment Setup

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