Model Building and Correct Role

nathan.clute

I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who will need to build models? Thanks.

Arnab116

Hi Nathan,

For accessing and building models in Anaplan the below steps needed to be followed:

STEP 1 - First the Admin needs to add you in to the workspace and model using your email Id.

STEP 2 - You need to have a workspace administrator role checked to access the model.

 

Hope this helps.

 

Thanks,

Arnab

  

nathan.clute

Thanks! Can the organization have more than one workspace administrator? 

bhatjaved

@nathan.clute 

 

Yes an organisation can have many administrators (WSA Users) who can grant you access to the required workspace after gaining an access you can start your model builder journey through community learning courses under below link 

 

https://community.anaplan.com/t5/Start-Your-Anaplan-Journey/Model-Builder/ta-p/50363

 

 

andrewtye

Hi @nathan.clute 

 

And that would be limited by the number that's been bought as part of the license agreement. Best talk to your internal system owner (might be your boss) and/or business partner.

With regard to learning might be worth looking at this. A really great way to learn how to use Anaplan with others in a virtual cohort based environment. There is of course the option to follow them self-learning via here starting with Level 1.

 

Good luck with your Anaplan journey.

Andrew

ahuja5

How I can access the anaplan modeler build environment

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jitusah

In the realm of Anaplan model building, understanding the correct role is crucial for effective implementation. While it's true that having a workspace administrator role facilitates model creation, it's equally important to grasp the intricacies of the Anaplan environment. As you embark on your journey to master Anaplan and contribute meaningfully to your company's objectives, consider a comprehensive approach. Delve into the intricacies of Anaplan by exploring various learning resources and training modules. Familiarize yourself not only with the technical aspects but also with the strategic alignment of models with organizational goals.

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hejustine

Yes, having a workspace administrator role can be essential for building models in Anaplan. This role typically grants you the necessary permissions to create and manage models, dashboards, and other components within the workspace. If you don’t currently have this access, I recommend discussing it with your boss or the current workspace admin to see if they can grant you the required permissions.

J. Co/sydney audio visual consultant

iamava

You’re correct that to build models in Anaplan, having the right permissions is crucial. Typically, a Workspace Administrator role provides the necessary access to create and manage models effectively. This role allows you to set up workspaces, configure model settings, and manage users. If you don’t currently have this role, I recommend discussing with your boss or IT team about how you can obtain it or at least get temporary access while you’re learning.

Thanks,

Ava., Gold Coast landscaping

missdaph

You're correct that having a workspace administrator role can be beneficial for building models, as it grants you the necessary permissions to create and manage your models effectively.

To get started, I recommend exploring the official Anaplan Learning Center, which offers a wealth of resources, including courses and tutorials tailored for beginners. Joining the Anaplan Community is also a great way to connect with other users and seek advice or tips. Additionally, consider asking your boss or colleagues for any internal training sessions or mentorship opportunities—they can provide valuable insights based on their experiences.

Lastly, practice is key! Start with small projects to build your confidence and gradually tackle more complex models.

Diana- CEO- Sydney roofers

mrslou

Absolutely! As you progress, practice by building simple models and dashboards to reinforce your learning.

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