Organize Anaplan 365 Cards by Model


The Anaplan 365 Add-in allows a user to save Cards as Templates and then subsequently import then into a Microsoft Product like Excel. However, for a company with many Apps or Cards saved as Templates this can get confusing since there's no organization to Cards within the Anaplan 365 Add-In. Names also get cut off so naming them "XXXX Model - Title 1" etc only goes so far. 
I would propose that the team add an organizational structure within the Add-in to organize cards by the Model or App they're being pulled from. 

1 votes

In Review · Last Updated


  • Thanks Steven, would you be willing to join a call and share more about your experience with the template library in AM365?

  • Absolutely. Please reach out to me via email. I'd like to also include my co-worker. We can meet sometime next week. 

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