The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed to produce the most efficient, usable, and scalable Anaplan models, while dramatically increasing performance for models in all contexts. We recommend that model builders familiarize themselves with these standards and start to incorporate them into their model-building practices. (The results will be significant!)
Read from top to bottom to see how the rules fit together, or access only the rules that are most applicable to your specific application. For many rules, we have included links to additional rules and relevant articles in Community. The Planual is an evolving document and leverages years of experience and experimentation from internal Anaplan builders, customers, partners, and Master Anplanners. We welcome all feedback and suggestions! (A French version is available here.)
This goes against the Sustainable element of PLANS and the hard coding can cause issues when updating the timescales of the model. Modules with Time formatted items to be used as sums and lookup are the better option Exception: 1.01-01a Generic Time periods: It is OK to use SELECT with Generic Time periods such as Actual…
Use saved views within the Data Hub to populate the Development model. This allows defined data and structures to be imported to assist initial development and component testing
Keep the Development model as small as possible. Try and only use a selection of items in the production lists to minimize the model size. Use the “create from revision” functionality as part of the set up Best Practices article: Prepare Applications for ALM
Compatible models (DEV, TEST or PROD) can be archived without breaking the link between them Related to Rule: 6.05-03 Model modes Best Practice article: ALM Explained—Part 2: Testing
When restoring Archived models, restore the model to Deployed mode if this is a Production or Test model Related to Rule: 6.05-02 Archived Models
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