Real-Time Collaboration
Edit plans simultaneously, see who is working where, leave comments, and track activity.
ForezynPlan uses real-time WebSocket connections so multiple team members can edit the same financial model simultaneously.
How it works
ForezynPlan uses two SignalR hubs. CommonHub handles general presence, notifications, and real-time events across the platform. SharedPlanHub handles live collaboration within a specific financial model — join/leave room, broadcast edits, and conflict resolution.
Seeing other users
Collaborators currently viewing or editing the model appear as avatar icons in the top-right of the model editor. Hover over an avatar to see who it is. The SharedPlanHub tracks which users are in each plan room.
Conflict handling
If two users edit the same cell simultaneously, the last write wins. Both users see the final value immediately via the SharedPlanHub broadcast. For this reason, it's good practice to coordinate with colleagues before making large structural changes.
Presence indicators
The CommonHub provides platform-wide presence awareness. Within a plan, the SharedPlanHub shows each active user's position so you can see which sections they're working on.
Offline handling
If you lose your internet connection, the SignalR connection automatically attempts to reconnect. You'll see a brief 'Reconnecting...' banner if the connection drops. Changes made while offline are reconciled on reconnection.