Collaborative planning
View how multiple people can edit the same model or list at once, see who else is working in it and discuss changes with comments.
How collaborative planning works in Drivetrain
Planning goes faster when everyone is in the same place. Share a model or list, and each person can work on their part without waiting on anyone else.
See who is working in a model or list
See profile indicators for everyone who is active in the same model or list.
Get notified when a teammate makes a change
Get a refresh prompt that tells you who made the update.
Edit the same forecast at the same time
- Open and edit the same model as your teammates, with each person shown as an active collaborator.
- Update drivers and assumptions while others work in the model, and they see the new numbers after a refresh.
Discuss changes with comments and tags
- Right-click a driver to add a comment right where the change was made.
- Tag a teammate to confirm a detail and bring them into the conversation.
- Reply in the same thread, so the discussion stays next to the numbers.
Plan together in shared lists
- Collaborate in lists, such as hiring or vendor lists, that adapt to changes in a model version.
- Work from lists that stay in sync with your source systems.
- Let each team fill in its own details, for example HR adds new hires while FP&A adds role details.
- Keep sensitive data, such as payroll, private from users without access to the list.
How Drivetrain simplifies collaborative planning
Build the forecast together in one model, instead of passing files back and forth.
Discuss a number right where it lives, with comments and tags your teammates can reply to.
Share lists with other teams while keeping sensitive data private.
FAQs
Can multiple people edit the same model in Drivetrain at the same time?
Yes. Several users can open and edit the same model or list at once, and each person can see who else is active.
How does Drivetrain show changes a teammate has made?
Drivetrain shows a refresh prompt that names who made the update. One click loads the latest numbers. This covers edits to formulas, values, dimensions, time summaries, actuals settings and list items.
Can we comment on a number and tag a teammate in Drivetrain?
Yes. You can right-click a driver to add a comment, tag a teammate, and reply to each other in the same thread.
Does real-time collaboration in Drivetrain work in lists as well as models?
Yes. Lists such as headcount, hiring and vendor lists work the same way. HR and FP&A can edit the same employee roster, and edits appear for both teams.
We don't want department heads to see other people's salaries. Can Drivetrain keep payroll data private in a shared list?
Yes. Payroll information entered in a list stays confidential for users who don't have access to that list.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
