Open balance for the upcoming list item

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fpopa
fpopa
in Modeling

Hello,

I have to build a module in anaplan where I have to calculate the remaining hours in a month after an employee is working on a project.

Let me to explain more:

I have this "X" Persona that in a month is working for 3 different projects. This persona has been allocated on the first project with 5 days, then will be a balance of 15 days. Then, this balance needs to be the availability for the next project.

There is an idea how can we build this in anaplan?

Persona

Project

Line item

Days

X

Project

Availability

20

Allocation

5

Balance

15

Project

Availability

15

Allocation

9

Balance

7

Project

Availability

7

Allocation

7

Balance

0

Answers

  • Konstantin97
    Konstantin97
    Options

    Hi @fpopa,

    For this case you can create 5 line items:

    Initial Availability: refer to 20 in your example ( doesn't apply to projects)
    Availability: Balance + Allocation
    Allocation: input field or refer to existing data
    Cumulative allocation: cumulate (Allocation, TRUE, ***Name of projects list***)
    Balance: Initial availability - Cumulative allocation

    All Line Items should apply to persons and projects

    Kind regards,
    Kostya

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