Security and Administration

Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
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.
Ability to send email alert to admin when workspace size exceeds a set point
Description of the enhancement required: Custom data storage alerts An example of the enhancement: Alerting support team when data storage capacity [workspace usage] is at or above 90% How would it help their business process: This will make sure we don't **** out of allocated space.
Employee Expenses User Experience Page
hi users, how to build "Employee Expenses User Experience Page " in workspace, just learning now
Need dashboard or ability to audit number of read and write licence in tenant Admin view
Team, We struggle to keep track of how many still write licenses we are left with while granting write privilege to a user, against approved /purchased license. Though there is no hard stop from anaplan yet, we don't want to cross our limits and end up paying penalty. Rather it will be easier for us to provide dashboard in…
Option to customise or remove automated email to new users added to a workspace
When I add a user to a workspace, an email is automatically generated. 1/ The current content is not suitable - we need the ability to customise it so people do not contact the person who added them for instance as it may be different from the actual point of contact, and we would like to direct people to content or…
Allow Time Ranges to move dynamically in relation to the Model Calendar
Currently when creating a time range you select the start of the range and then the number of periods. When you come to roll over the model to a new year those Time Ranges need to be reviewed to see whether they also need to be rolled forward. What I would like is the ability to decide whether the start of a time range is…
Ability to import archived model to a different workspace
We would like the ability to import a copy of a model that is archived in one workspace to another one of our workspaces. Right now, to get at an archived copy of one of our production models, we have to archive the current live model, bring back the copy, import over to another workspace, re-archive the copy, and bring…
Log Model Mode changes in Audit Logs and Model History
When a user changes the mode of a model i.e. from Standard Mode->Deployed Mode, Standard Mode->Archived Mode etc, it would be useful to have this event logged in the Anaplan audit logs and the model history logs. This would be useful in identifying which user has changed the model mode especially when a deployed model is…
Copy models from a workspace to an empty workspace
I’d like to copy the two models from the source workspace to the target workspace. The target workspace is empty. Turns out without anything contained inside the target workspace, the target doesn’t show up in the list of workspaces when I try to use the Import feature in Manage Models. What is the solution to that problem?
Request for workspace access
Hi Team, This is Pavith Kumar D. I have learned and certified Anaplan Level-1, Level-2 and Anaplan way. I am requesting here, Could you please give me a 90-days free trial workspace for me. Actually already I have used 3 time free trial workspaces. Now I want to learn at the next level of Anaplan certificate and get ready…
How do I audit a specific line item that is used for DCA access?
Hi, I am trying to trace all line items in a model that reference a specific line item in a specific module for DCA access. Is there a function in Anaplan that allows you to do this?
Dependent Context Selectors Workaround?
I need to enable dependent context selectors. For example, different Stores sell different combinations of Product Categories: Store A sells Widgets and Store B sells Widgets and Oodles. Using context selectors, I want the Widget manager to switch between stores, but only see Widgets in the Product Category selector. I…
Add user model role and selective access changes in Hypercare report.
It would be good to be able to view user model role change logs in Anaplan Hypercare report. This is usefully for system and SOX audit to identify users that have gained access to Full Access role which is generally considered Privilege access.
Model copy & archiving before any synchronisation
Before any synchronisation, the model should be copied and archived automatically so if something wrong happens we have a back-up. Benefit: not loosing all your data when you have synchronised after having changed a list from structural to production
Schedule "Copy & Archive" - Backup Model
As a customer, we would like to schedule "Copy & Archive" action to records Back-up of models. Preferably with a direct and easy way : for example in the manage model menu. This is relevant for customers with more than 5 models to improve security and avoid manual actions (Manuel Copy & Archive). The Archive Name could…
Copy and Archive Model
Team - Currently working on FP&A model and one of the tasks was to copy and archive the model. I was wondering what typical scenarios drive the need for copying and archiving the model on frequent basis. Per my understanding the only need is to have a space limitation. I will appreciate some practical examples.
Display of Selective Access-enabled Numbered Lists
Although not ideal, sometimes it's required to enable selective access on a numbered list. First of all, you should be able to import comma-delimited text-formatted codes into the Users list to assign the appropriate list members to each user. Short of that, Anaplan requires that you go into the numbered list and select…
Dynamic Time ranges
Hi Team, I have seen similar ideas already suggested about this topic, but are a little bit too specific in my view. So I hope this one is perceived as useful by the community. ISSUE: At the moment, Anaplan's time ranges are static, which means that they will contain the same set of years while your current period and…
Workspace management
This article introduces basic workspace concepts, provides recommendations on how to structure workspaces, and offers tips to help organize and reduce workspace size. Workspaces are a combination of a single or multiple models. Workspace size is the total of all models in a workspace, excluding archived models as archived…
Edit user profiles for name and new email
Can Anaplan add option to edit existing users instead of deleting and adding? A good reason is for a person who gets married and needs to change their last name for an example or update the users email address.
Ability to change color of the BLUE Anaplan banner in order to quickly differentiate between models
A helpful enhancement in future roll outs would be the ability to change the blue Anaplan banner to that of a color chosen by the Administrator. This will allow for quick user differentiation between Training and Production models they have access to.
User provisioning
We know how good it feels when you start exploring Anaplan on your own. One very important area that needs special attention from you is the Users section in Anaplan. This is the section where you add users into Anaplan or remove users from Anaplan. There are other things as well that you can do in the Users section, but I…
NEW UX HOME PAGE - Set background and themes to suit organisation
Hi Anaplan, I have just started using the new UX HOME screen and thought of some developments to make it more customisable. The UX HOME screen could benefit from more customisation options to suit customer themes then being generic. - Set the HOME screen theme colours of banners and icons / tiles - Set the HOME screen…
Automate Model management
As a workspace administrator, i need to be able to automate models managements tasks including : - copy / archive models - create copies of models for testing / uat purposes - archive models - deleting unused testing models Ideally these would be available through the alm api endpoint to allow different tasks to be…
Excel Add-In: Module Security/Restriction
When using the Excel Add-In, there is currently no way to restrict a module from being pulled into Excel if a user is provided access to that module. We have multiple users whose roles require them to view confidential data within Anaplan, but they should not have the ability to export the data out of Anaplan. Within…
Can't submit another request
A user that has workspace admin access submitted a few requests and then Anaplan no longer allowed them to submit another request. This user still has full access as a workspace admin and no DCA has been activated for them. Any suggestions?
Users at tenant level
Hi Would be nice to be able to export users data at tenant level, just like you can do at model level: Also would be nice for system to synch with Admin Access Control>Assignments and Users e.g. if one disables a user in Admin section, the user does not appear in Assignments list. Below user is disabled but still appears…
Executive Package
We're having a data confidentiality issue. We want to use dynamic cell access for our execs but we dont want to give them access to Anaplan yet. Is there a way to give them a view of data without allowing them via login?
Subset for Versions
Adding subset to Time Ranges is of great help. On the same line, there should be an option to create subsets for versions. In our use case, we have 5 versions (Plan, Actuals, Custom 1, Custom 2, Custom3). We want to use different sets of versions for different modules based on the requirement. Current functionality gives…

Security and Administration

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