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.)
DEV> Test, and DEV>Prod is more flexible; it allows multiple Test models, and Test models to be created and deleted without compromising Prod. It also supports segregation of duties Best Practice articles: ALM Explained—Part 1: Compatibility ALM Explained—Part 2: Testing
Master Dashboards will delete any personal dashboards. Techniques to minimize user disruption include creating a copy and have a migration process to move users to the new dashboards Related to Rule: 4.01-14 Enable Personal Dashboards Best Practices article: Personal Dashboards - Tips and Tricks
After a revision, create multiple revision tags with different switchover dates prior to starting new development Best Practice article: Managing Frequent Structural Changes During Development
This is a technique that reverts the model to a previous revision, allows you to make a fix, sync to Production, and then return Development back to where it was Best Practice article: Saving incomplete changes during development
Test models should be treated as Production Models. This gives a true representation of testing and also prevents inadvertent synchronises from Test to Prod Best Practice article: ALM Explained—Part 2: Testing
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