Creating a Module

PrevContributor
PrevContributor
in Modeling

New to Anaplan so please bear with me. Taking online fundamentals training and have got as far as creating module. With Versions (Monthly), Line Items (Products), Sales Reps I have created Forecast, Actuals and Variance Module. I am only able to enter values in Actuals. IS there any reason why I am not able to enter/amend Forecast values for the rep?

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  • PrevContributor
    PrevContributor
    Answer ✓
    There's a few possibilities!

    Do you have a switchover date? You can only enter forecast after the switchover, because before the switchover is automatically your actuals.

    Other favourites, but probably not applicable here, are Settings ... Versions 'Edit From' and 'Edit To' permissions, and workflow permissions on individual line items (if workflow is enabled and a line item is set to Completed).

    Mark

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