Planning Your UX Build

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Learn how to transition from Classic dashboards to UX, and use the U.S.E.R. methodology to set your company up for success with Anaplan's UX. (">⭐ indicates popular content)

Getting Started

Getting Started: UX FAQs
- From Anaplan’s UX team, a proven methodology to tackle the design and transition to the UX
UX Transition: Overview of the U.S.E.R. Methodology
- Four steps to facilitate your adoption of the UX
Using the U.S.E.R. Methodology to Move to the UX ">⭐
- Steps by step, how one customer leveraged the U.S.E.R methodology when moving to the UX
Utilizing the U.S.E.R. Deployment Methodology to transition to the UX ">⭐
- The Anaplan on Anaplan (AoA) team’s approach for UX transition

UX Features

Five Lesser-Known Features of the UX ">⭐
- From among the numerous new features available in the UX, here are five that you may not yet have discovered
Anaplan UX: Offerings and Roadmap
- Current offering and the near-term roadmap for the UX

Related Resources

Anaplan’s UX: Changing the Way Companies Plan
- A year after its release, a look back at how the UX has impacted how companies should plan and manage their processes in the future
Understanding Anaplan's UX with Analogies, FAQs and Best Practices ">⭐
- FAQs and analogies to support faster ramp-up for Anaplanners migrating to the UX
UX Roles: Overview
- Comparison of UX user roles between Classic and in the UX

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Unanswered questions

Different Subsets of Parent Lists in Input & Output Modules
I have 2 lists used in modelling, In Input module I'm using subset of territories from Country List and subset of Regions from Flat list. But in Output module,Its reversed, I'm using subset of regions from Country list and subset of territories from flat list.How to derive the numbers from input to output module. I do have…
Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
Are there any plans to support actions to rename or delete native Versions?
If anyone is aware of idea exchange ideas that are currently being evaluated by the product team, if you don't mind linking them here, would love to give them an upvote. Thanks!