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Process log is archived (deleted) too soon
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: Workflow process logs are archived (i.e. deleted) after 6 months. This delay is too short because it occurs before the internal audit…
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Improve error logging in a data transfer step workflow
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 the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…
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Anaplan implementation: A game of snakes, ladders, and smart moves
Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Ask anyone who has been part of a Major Anaplan E2E implementation, and they will tell you: the journey is never a straight line. You build momentum, you feel confident, and then — snap. A hierarchy…
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Log - Archived Models
It is very helpful to get retrieve a log that shows which user archived a model and who renamed the model name in Anaplan WS.
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3.4.3 Activity: Create Country Summary Module
hello everyone, please i need help about Safety Stock Flag Count formula
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Level 1 Model Building Exam Activity 5 - Stuck!
I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…
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Dynamic KPI Number Scale
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: It would be very helpful to have dynamic number scaling available for KPI readouts. Currently we must choose either Millions or…
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Issues with AnaplanXL background Functions
I am having issues with Anaplan XL messing with some of the standard Excel functions such as: 1. The "marching ants" around copied cells don't show up when I copy cells 2. I get a "could not copy to clipboard" message where you can't copy things out of Excel into say ppt or an email 3. When two workbooks (or even multiple…
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FCR: Request to enhance the audit functionality
Backgrounds We have a question regarding Logs > Session Log. Currently, system activity logs are only available for a limited number of functions, such as Journal operations and metadata updates. As a result, some system administrators on the customer side have found the current audit capabilities insufficient and have…
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Did you know about Anaplan FCR's Drillthrough feature?
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. When managing multiple data interactions in Anaplan FCR, having a clear and transparent audit trail is not just a nice-to-have; it's a necessity. The out-of-the-box drillthrough feature is a powerful tool that provides deep insight…
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FCR: Improve input parameters for calculations
When we have to run calculation for a specific entity, it can we very time consuming to select that entity, because we have a rather deep hierarchy for entities. It would be so much more convenient if we can also enter the the name manually. Next, please show the parameters from the prior run. When the prior parameters are…
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FCR - Ability to export client.staging table data for analysis
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: During data loads, specifically integrations (APIs, ADO, 3rd party) to have the ability to export or view the data that was loaded…
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FCR: Idle timeout
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: I would like users that have been logged in and idle for 15 minutes to be automatically logged out as part of their security…
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FCR Feature Enhancement: Expand the Limitation of Contributor Roles in Workflow
We would like to request an enhancement to allow adding more than 10 Contributor roles per task in workflow. Currently, the number of Contributor roles that can be added to a workflow task is limited to 10. Use Case: Most of our clients are large enterprises, one of our client has contracted nearly 200 user accounts. Under…
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Display Item Deletion Count in UX
When deleting items from a list via the UX, there is no indication of how many items are being removed. The model backend provides this count during deletion, but the same visibility is absent in the UX experience. It would be helpful to surface this count to users when performing deletions through the front end.
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Create a Formula to Reference a User's Model Role
Dynamic cell access can be extremely challenging with long user lists, especially if you want a user's read/write abilities to be dependent on their model role. If we were able to reference a user's model role via a formula, we could create role specific criteria for dynamic cell access.
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Importing Data Module 8 Error message
Would someone kindly assist with helping me identify the errors with the following perimeters I have set?
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Manage Password Page | Reminder Notification if Password is about to expire
Hi Anaplan Team, I just would like to raise an idea for Anaplan to have a Manage Password page which will be administered by specific Full Admin (WS Admin). I believe this will be helpful for other users in Anaplan to just reach out to their Full Admin (WS Admin) in resetting their password in addition to Password Reset…
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Model Calender for one of the modules
Hi, I noticed that the Data Hub model calendar is still set to FY25, while the FP&A model has already been rolled forward to FY27. Previously, we were able to load FY26 data without issues, but after creating the new period in the main model, the Data Hub modules (e.g., DAT06 P&L TB‑D) no longer show Apr 26, and the recent…
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More Detailed Filters on Anaplan Model History
Currently, History page only allows us to filter based on date range. I think the search functionalities should be expanded further. It should be categorized at least as metadata (structural) and data changes. This will enable us to review model structural changes apart from comparing revision tags. For example, after…
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Talent Builder Graduate Mini Resume - Monica Drake
Name: Mónica Drake Location: Los Angeles, CA Certification: Certified Anaplan Model Builder (Level 1 &2) Educational Background: Anaplan Academy, George Washington University (Digital Marketing), Universidad San Marcos (Public Accounting) Profile Summary: As a Certified Anaplan Model Builder and Business Operator, I…
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Configure the four-digit year at the line-item level
Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.
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Mastering dual accounting: A guide to managing IFRS & US GAAP in Anaplan FCR
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Managing two distinct accounting frameworks within a single model might sound like a headache, but with Anaplan Financial Consolidation and Reporting (FCR), it’s actually a smooth, streamlined process. By optimizing your audit dimensions, allocation…
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"Saved Views" on Actions & other Model Objects like Time, Versions, Users, Source Models, etc
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: in Actions - the only way to get the information is to manually export or to have an export action. It would be great if I could make…
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Improve “Failed to Assert User” Login Error Messaging with Context-Specific Details
Currently, when users encounter authentication issues in Anaplan, they are often presented with the generic error message: “Failed to assert user” This message does not provide any meaningful context or guidance to the end user or administrator regarding the root cause of the failure. In enterprise environments leveraging…
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Question certificat
bonjour, le certificat de notre ANAPLAN arrive à expiration le 12/06/2026. Est ce vous (ANAPLAN ) qui nous fournissez un nouveau certificat ? Merci Jean-François VENISSE M +33 6 34 16 34 22 jean-francois.venisse@abeille-assurances.fr 80 Avenue de l’Europe, 92270 Bois-Colombes
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Handling Month–Year vs Year–Month format issues in Anaplan imports?
In our current setup on a Global Engagement, most regions use a Month–Year format (e.g., Jan-26) for the time range in the forecast upload template. However, the US region follows a Year–Month format (e.g., 26-Jan) in their local Excel files. This mismatch creates a challenge: When US users download the template, it is…
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Regional Vice President role
Hi All, I have a question regarding the Regional Vice President role setup in the Supply Chain model. The activity says to grant Read/Write access on the Users → Roles → Modules tab for the new role. However, it only explicitly mentions the UX page “Distribution Center Summary” and does not specify which modules should be…
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End user engagement & communication: Getting people to actually use Anaplan
Author: Mikhil Agarwal, 7x Certified Master Anaplanner and Delivery Manager at VISEO USA Inc., New York. Anaplan has a unique ability to bring teams together around a single, connected view of the business. When implemented well, it becomes more than a planning tool and becomes part of how decisions are made. However,…
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List of subprocessors
Anaplan provides documentation that lists the affiliates and subservice organizations that are material to the provisioning or support of our hosted service. For the latest information regarding third-party subprocessor vendors, see the current list of subprocessors. To subscribe to this page and receive notifications when…