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Workspace Setup


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:

WorkspaceUse CaseTechnologies ExamplesUsers
FP&ACorporate financial planning & analysis, automated close.Anaplan, BlackLine, NetSuite, Adaptive Insight, HostAnalyics, Oracle EPM, Relational, etc.Finance, Finance IT
Sales OperationsTerritory & quota management, connected planning.Salesforce, ServiceNow, EPBCS, Anaplan, etc.Sales, Finance
ReportingIntegrated 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, store variables and different technologies can be enabled for different Workspace and Environment combinations.

Add a Workspace:

  1. Select Home from the left navigation. 
  2. Select the plus icon in the lower right corner.

What's Next?

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