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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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Usage Overview of ADO Links/Extracts in Workflow
It would be great to have visibility into which workflow templates a particular extract or link is used in.
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🧩Mixing Numeric & Percentage Line items in Line-Item Subsets (LIS) - Use Ratio summary
When working with Line-Item Subsets (LIS) in Anaplan, you might’ve noticed something tricky - LIS works beautifully when your report mixes numeric values like Revenue and Cost, but the moment you introduce a percentage-based line item (like Margin %), things start breaking at the summary level. Recently, while building a…
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Automate actions that run the Anaplan Optimizer with Anaplan Connect, Cloudwork and the Anaplan API.
Until today, actions that run the Anaplan Optimizer are not supported by Anaplan Connect, CloudWorks and the Anaplan API. Because of that, it is not possible to put any processes that include the optimizer on schedule. This is blocking a number of use cases that could add value to our client.
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Process-Specific '... Model is Busy' Text
In Anaplan's new UX, when running an extended process, any user active may be greeted my a banner informing them that the '… Model is Busy'. However, this message can be ambiguous, and it may be beneficial for certain processes to more clearly articulate what is happening. My suggestion would be the ability to add a new…
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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
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Multi-Dimensional Sorting for Hierarchical Lists
We need a way to sort hierarchical lists by multiple dimensions. Currently, Anaplan's 'Sort Order Action' for hierarchical lists only allows sorting by parent or by child, which limits our flexibility. Problem Statement:Currently, when working with hierarchical lists, the sorting functionality is limited to a single…
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Tenant Administrator - Ability to Export Tenant Level Roles Information
As an Anaplan Tenant Administrator, I need the Export functionality to be able to export all the existing Tenant Level Roles information as well as the role details, into a CSV file. I also need to be able to Export the information via API. So that I have the accessibility to document and report to my security team, and…
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Apply a different background color depending on the workspace
My users have access to a pre-production environment to carry out their tests. This is very practical, but it regularly happens that they don't pay attention to the version being used and enter production data in pre-production or vice versa. To help them find their way around, I apply conditional formatting to certain…
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Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
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Read-Only Access to Production Workspace Panel Without Admin Rights
Currently, only Workspace Admins in Anaplan can access certain model metadata and deployment validation panels (such as Revision Tags, Data Tags, etc.) in the Production workspace. For security and compliance reasons, we want to avoid granting admin-level access to users who only need to view this information. There is no…
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Data Validation Enhancement
Currently, Anaplan does not natively restrict number inputs to specific ranges. Users can input any numeric value, which may result in data integrity problems, especially in collaborative or decentralised planning environments. Introducing a validation capability—where model builders set upper and lower bounds for number…
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Cancel a code change to avoid waiting
When we do a code change and the code has an error, we can wait for several minutes on some models when we understood that the code contains an error. It would be good to have the ability to cancel it using [Esc] button or something to avoid waiting.
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Multiple approvers in workflow when using, "select user from a line item in a module”
Currently we can assign only 1 approver when assigning using "select user from a line item in a module”. There is no option assign the task to multiple approvers and have one of them approve the task. Even if we create 2 line items each for an approver, since it is a drop down, it is currently giving an option to select…
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Activity Record of List Members
Currently there is no ability to see a detailed record of the list members created after running an import into a list - you can only see that X number of members have been created or updated. Additionally, there is no record of the DateTime that list members were created. Including a Created Date and Time (UTC) column and…
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Enable MFA for External Exception Users & Allow Multiple SSO Configurations per Workspace
As an Anaplan tenant admin, I want to enhance security for external users who are added as SSO exceptions by enabling Multi-Factor Authentication (MFA) for their accounts. Currently, these users authenticate with only a username and password, which poses a security risk. Additionally, I request the ability to assign a…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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User-Access reminder, Modules,List,Action
In our COE, we've frequently observed that model builders unintentionally overlook assigning access to modules, lists, and actions after completing development. This often leads to delays and confusion during UAT and post-deployment phases. To mitigate this, we propose implementing a notification functionality that serves…
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Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
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Termination of Formula Processing on Error
Currently in Anaplan, when a formula contains an error, the platform proceeds to process the entire model before surfacing the issue. This behavior can lead to unnecessary delays, confusion, and performance strain—especially in large models with complex dependencies. We recommend introducing a formula validation checkpoint…
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Limited Cross-Workspace Access to Archived Models
In Workspace A developed a model called XYZ2025, which was archived after the fiscal year ended. Months later, a regional team in Workspace B wants to use that model as a foundation for their XYZ2026. Here’s what happens: Workspace B cannot directly access or import the archived model. Workspace A must unarchive the model,…
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UX Customization (negative sign): bracket or - (sign)
Hi All, Recently I have seen great customization to UX (numbers to percentage), it was really good when it comes to line item subset (combination of numbers/% value). It would be good if we are able to customize the negative sign in UX, as management would prefer to view numbers (if negative used bracket), % value (if…
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Enable MFA for secure login to Anaplan
Hi I would strongly like Anaplan to enable us to require MFA for login to Anaplan. Currently we have Anaplan integrated with Azure for SSO logins for internal staff but for external users it is username and password only which is a real worry. As we all know MFA is an absolute must and we would really appreciate this being…
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New UX: Show Description when Title field is empty
Currently, if card has no name, description icon isn't displayed on dashboard. But sometimes we don't want to enter the title, but we need to show the description - and also don't waste the space above the card just for that small icon. If this is not feasible, at least we should see some kind of warning in the card…
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ALM syncing when multiple developments are happening
We have 2 developers working on the same model in different modules. One has completed his changes but the other is not ready to sync. Unfortunately you have to sync the whole model, and this means partial changes would then be synced. If the first developers' changes are urgent, waiting for a major change to be finished…
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Dynamic notifications in Workflows
Idea to have an ability to make the notifications dynamic. So lets say, particular workflow is supposed to send out notification that Person X has completed the task, the notification should dynamically mention that 'Person X has completed the task'. X should be dynamic for names X, Y etc.
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Color and Style Options for Action Buttons in UX
Currently, the styling of action buttons in Anaplan UX is limited to a predefined set of colors and formats. While functional, this constraint can hinder the ability to create visually engaging and intuitive dashboards—especially when tailoring experiences for diverse user groups. We propose expanding the customization…
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Rearrange list items
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: Rearrange list items in pages hides new items, new items should be visible on pages. Who is this impacting? (ex. model builders,…
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Manual Grid Sizing for Board pages
Currently, board grid views in Anaplan default to automatic sizing, which often limits flexibility in how users interact with data. To enhance usability and accommodate diverse layout needs, we propose introducing a manual sizing functionality for grid views. This feature would allow users to: Adjust grid dimensions based…