Planning solutions with Org Apps

Organizational apps provide a centralized experience for planning, analysis, and decision-making by bringing related content together in a single destination. With organizational apps, teams can access the plans they need, collaborate on planning activities, track progress, and review performance insights from one place.

Users can access plans, review analytics, submit updates, and track approvals without switching between different workspaces or applications. This approach simplifies navigation, promotes collaboration, and delivers a connected planning experience.

This article guides you through creating an organizational app that consolidates enterprise planning across forecasts, budgets, sales, and workforce data.

Prerequisites#

• Users must be an admin, member, or contributor to create org app items.
• Create the Fabric Plan items to bundle in the Org App.
• In the Home ribbon, go to Manage Connections and create an App Database connection to enable collaboration on a Plan item in reading view.

Create an Org App#

Bundle multiple plan items, such as budget planning, forecasting, workforce planning, and sales planning, into an organizational app that is tailored to a specific business process or department.

1. Open your shared workspace and select New Item from the Workspace home page.
2. Select Org app from the Distribute data section.

3. Enter the app name.

3. Select Add Content. Select the items to package into an org app and select Add to app.
4. The items are shown in the side pane. Select a plan item to view and collaborate.

Add an overview page#

Add an overview page to your org app that lists the items you've added. You can have one overview page in an org app.

1. Select Add > Overview, then enter the page name.

2. Add a title and description.

The following image shows the overview page:

Add navigation and folders#

Organize and streamline your workspace navigation by grouping related items into dedicated sections.

1. Group related items into folders by adding a section. Select Add > Section and enter the name. Select Create.

2. To move an item into a folder, hover over an item and select the More options (...) menu. Select Move to section > and select the section name.

The navigation structure is shown in the following screenshot:

Add links#

Adding links to an organizational app allows you to integrate relevant external resources, such as SharePoint sites, internal documentation, web portals, or supporting forms directly into the app's main navigation pane. Users can access complementary tools, reference guides, or external resources without leaving the app.

1. To add an external link, select Add > Link.
2. Enter the URL and link name. Then select whether to open the URL within the app or in a new browser tab.

The following screenshot shows the link content accessed from within the app:

View and share apps#

1. Select Preview app to test the user interface, navigation, and layout before publishing.
2. After verifying your changes, select Save.
3. You can access the org app from your workspace:

4. Select Share to copy the app link and manage access.

To share the app with users who already have access to the org app:

• Select Copy link to this app to share the org app item. Users who use the link you send must already have access.
• Select Link to this app page, and users go directly to the item you have in view when copying the link.

To learn more about sharing org apps, see Sharing your Org App.

Related content#

• Get started with Org Apps.
• Manage user access and permissions to org apps.