Higher Education

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Higher Education Model Builder Forum, Dec 9th at 1:30pm CST

robinsalk
robinsalk
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Get ready to build along! This quarter’s session will be led by Shan Patel from our partner Anavate.

Here is the agenda for this session:

Build along (60 minutes):   

1. User/Custom filters - with the caveat that this requires write permissions 

    2. Building Comparison Reports using custom filters

    3. Intro to Management Reporting 

Demo (15 minutes):

    1. Budget Requests within Anaplan

    2. Budget Approval Process within Anaplan

    2. Management Reporting

 Q&A (15 minutes)

Prerequisites for build along are:

  • Level 1 completed model (either your own or the downloaded example model)
  • Workspace admin access (in your tenant)
  • Page builder access (ability to create app pages)

If you don’t already have a completed Level 1 model, go to  and in section 1.4.1 is the downloadable model Anaplan Community - Sign In

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