Open balance for the upcoming list item

fpopa

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

Konstantin97

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