What is the best way, without Anaplan Connect, to change the current period?
I'm creating a process that the end user will run to refresh all data...how do I add changing the current period to this process?
I thought I remembered that it couldn't be done.....but can't find the info now....if it can't be done in a process....what's the best practice for doing this...giving the end user access to change...again without using Anaplan Connect?
Thanks so much for any help.
Current period is in time settings which is accessible to only WS Admins, the settings are not editable by non wspace admins, I dont think end user will be given admin access , current period must be changed by development team only2
@Kanishq17 is correct. Only a workspace admin can change the current period.
But there are alternatives. For example, you could create an input module (or system module) that allows someone to change a line item that simulates the current period. From there you can use formulas that reference this line item to determine the current period. Works great.
Candidly, I know a lot of people do it this way because you can also change the line item from outside of Anaplan, like on a scheduler. I know that's not what you want to do, so for now you can just drop that line item on a dashboard and you'll be all set.1
It is true that only those with a WS Admin can change the Current Period.
That is not the reason why a process via Anaplan connect can't change the Current Period. For scheduled processes, you need to create a "user" to run these processes and you can designate this user as a WS admin.
The reason why you can't change the Current Period through a process is that there isn't any function/ formula or "non-manual" way to change it.
The way we have implemented this through a process is similar to what @JaredDolich described in his reply.
This is a Best Practice post about automating the time setting of a model. It explains how to deal with automating Current Period towards the end of the post
@JaredDolich ; @einas.ibrahim ; @Kanishq17
Thanks so much for the great info and so quickly. You mates are the best!1