2.01-08 Each major hierarchy should have a System module
Create a System module to support all standing data and attributes about the hierarchy (all levels). At a minimum have the code and parent as line items
Exception:
- 2.01-08a: If the hierarchy is not referenced in a formula, as a filter or a selector module on a dashboard then it is not needed
Best Practice article:
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Title
- Preface
- PLANS
- Planual Conventions
- Zen of Anaplan
- Chapter 1 - Central Library
- Time
- Versions
- Users and Roles
- Contents
- Lists
- Subsets
- Line Item Subsets
- Emojis
- Chapter 2 - Engine
- Modules
- Formulas
- Line Items
- Saved Views
- Chapter 3 - UX Principles
- Hierarchy of Information
- Smart Grouping
- Reduce Visual Load
- Progressive Disclosure
- Use Consistency and Standards
- Provide Help and Guidance
- Use The Correct Data Type
- Give Users Visibility Into Status
- Match With Real World Scenarios
- Check In With End Uses Frequently
- Chapter 4 - UX Build
- Apps
- Dashboards
- Filters
- Chapter 5 - Integration
- Actions
- Processes
- Source Models
- Imports
- Exports
- Import Data Sources
- Data Hub
- Chapter 6 - Application Lifecycle Management
- Revision Tags
- Production Lists
- Architecture
- Deployed Mode
- Managing Changes During Development
- Chapter 7 - Extensions
- Excel
- PowerPoint