When working in a multi dashboard environment it would be nice to copy modules, graphs, and/or text boxes to other existing dashboards.
I could have used this function a dozen times over the past week for both "instructions" and other dashboard elements. Specifically presenting lists utilized in many modules. Specifically Custom Version Lists for our Client
This is a good idea and something we will look address on the New UX roadmap.
This will be delivered with the New UX.
As part of the New UX you can build out your Boards using Cards. These Cards can be saved in a Card Template library so they can be reused in the Board or across other Boards. This will save time having to recreate similar charts or grids multiple times.
I regularly use the solution @sprender gave above. Once I have created a Card on a Page that I will want to use again, I create a Template of it. Now I can go to any other Page/Board/Report and add that Template in.
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When presenting visualizations in Anaplan, users often try to hover over lines/bars/points in the chart with their cursor to point…
