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NUX or Old - Add Jump to Section (Text Object) Functionality
As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…
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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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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
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When loading YTD data in import do not automatically clear the periodic data
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 importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…
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FCR Feature Enhancement Request: Implement validation checks during dimension hierarchy import
Current behavior: Hard validation checks have been implemented when maintaining dimensions manually. If an invalid character is found in a member name, an error message is displayed (see below). Issue: However, the same hard validation checks are not currently supported when importing hierarchies in bulk. As a result,…
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Feature Enhancement Request: Record Duplication
Current Behavior When a record is duplicated, the system automatically assigns the name: “[Duplicate] (Original record’s name)”. User Feedback The duplication feature is widely used by many users. Overall, users find the duplication function very helpful for efficiently creating similar records. In addition, automatically…
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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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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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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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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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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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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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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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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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"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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Set the delimiter for CSV Exports
The European format for CSV file is a semi colon delimiter and a comma decimal point. The current behaviour is some European users seem to get an export in this format even though it is not supported in anaplan. The windows/browser formatting seems to take over while other users get the more usual comma delimited file.…
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UX Native selector Supress Zero
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: Polaris specific Use case: In classic we stage lists to only have the nodes with numbers being created (e.g. Customer_account) to…
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Anaplan XL - Setting a Report Property: Which Sheet Is Displayed Upon Opening?
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: Setting a Report Property to Determine Which Sheet Is Displayed Upon Opening When a file is saved, the report currently opens to the…
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Workflow historization for auditability
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: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
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Action to reset Index
Hello, It would be beneficial if we could add an Anaplan action to reset the index of production data, so we can use it in our processes right after cleaning the lists. At present, we use the API for this, but it's done outside our main processes. Regards, Roba Sajadian Improvement Manager
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"Select All Search Results" option for filtering the list line item in Grid Card
Hello, As a representative of people working with Anaplan on a daily basis, I would like to add an option to select all search options for List Line item in the grid card. Our users often search for items based on a specific phase in the product description or product name etc. These items are added to the lists line item…
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YTD Should Exclude Current Month and Include Actuals Only
Currently, Anaplan’s native YTD (Year-to-Date) calculation includes the Current Period, even when that period contains forecast values. Issue From a financial planning and FP&A perspective, YTD is expected to represent Actuals only. However, Anaplan calculates YTD including the Current Month, which can contain forecast…