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Email Opt-In (Marketing) Default Setting
Description: Provide ability to choose default option for Email Opt-In when a user is added to Anaplan. Example of enhancement: Add a new User. They automatically default to Opt-in to marketing emails. Want to choose default setting to Opt-out. Benefit/impact: Meet our security requirements.
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How to perform activities while starting as a beginner with no application on the system?
Could you please help how do I get to access the application hands on for practice and further to perform activities to answer the exam questions through my system LIVE. I'm a beginner trying to give L1 exam. I have completed entire course theory with certain practical activities yet to be practiced. Any help is highly…
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Expanded and Simplified Audit Report For Page and Other Model Artifacts
I would like to be able to export a report that shows how often users interact with pages, modules, actions, lists and other key artifacts. Some of this data can already be accessed using the model history or tenant audit however it is quite limited and often requires data manipulation after extraction. This type of…
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Does Anaplan integrate with 64 bit Office 365?
Hello. I am prepping to deploy Anaplan throughout our estate. Our environment is Windows 10 with 64 bit Office 365. None of the installations available here: https://help.anaplan.com/f92365da-8224-4804-94e7-9b7d7bf31918-Downloads integrate natively with Excel (ie - no Anaplan tab displayed). I have attempted all 3 version…
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[Start Here] SCIM - The Basics
Are you using Central Identity Management (CIM) and want to connect Anaplan directly to your Identity Management System (IDMS)? Are you facing challenges with a Security audit? Would you like to add Anaplan to your corporate User Provisioning process? If any of the above questions describe even a part of your Anaplan…
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Changing/Editing the automated email provisioning
While provisioning new users the email must allow in the body to add additional details such as point of contact, other portal details, or links where details are mentioned. Instead of the standard email where the administrator's email is sent to be the point of contact.
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Ability to Reorder, Sort, Filter, Group and generally Organize the users list
Our model has 700+ users so the list is quite overwhelming to deal with. They're also in some who-knows why randomized order. I see no easy way of changing this order short of removing them all and re-importing them in a different order. It would be really helpful to deal with this size of a list by allow admin to: *…
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Switchover and Current Month change
Hi, It would be great to have functionality for automatic update of cheking out the Current version as well as changing the Switchover month during the period shift. I was informed that it's no possibility to do it not manually. It can be done e.g. by the switch button or the opportunity to trigger it when the month…
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"Model Health" / Performance Dashboard
As an external Anaplan partner, we get regularly the question to look into the performance and structure of customer models to assess the health of a model and to find opportunities for improvements. I built for this a model that allows me to upload f.e. line items and gives direct insights on key areas like size, usage of…
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Create a Roles List That Can Be Referenced in Modules
Having a Roles list that is auto-generated and able to be leveraged in modules would be very helpful. For example, in certain system/admin modules we assign read/write drivers on partiucular line items. Currently, the users list is leveraged to dynamically change the access via a formula and an import. However, having the…
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Notes for NUX Pages
Please add Notes to NUX Pages for Page Editors to view. In the Notes for Page Editors we will be able to maintain context/background for individual pages. This could be useful as some pages were used in one way for a particular group/role in classic dashboard, but the page is now used for a broader audience or for a…
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make the SSO user setting just like the Workspace Admin: unchangeable by yourself on your user
Years ago, Anaplan users used to remove their own model builder accesses, sometimes leaving the workspace without any MB to give it back. Anaplan updated the platform so that you cannot remove your own WSA access. Anaplan should do the same for SSO login: today if you check the SSO and you don't belong to the workspace…
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Cloudworks configure job to run as another account <Service account>
It would be nice to configure Cloudworks integration to run as "user/account" <Service account> instead of using the current account when you create/configure an integration.
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Add ability to add a time constraint (filter) to the Bulk copy functionality.
Idea: We are asking Anaplan to consider adding the ability to add a time constraint onto the Bulk copy functionality. For example, when performing a bulk copy, I want to pull in a sub-set of data based on time vs. all data. Business Impact: When doing a copy of my forecast version I copy the entire time scale of my Anaplan…
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Anaplan password for external users
We use SSO for Anaplan sign-on. Now I have to set up some external users so I did not tick SSO for their access. When they log on, they can use their own email but what should the password be?
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Allow Workspace Admins to use NUX dashboards when a model is offline
It would be helpful for testing purposes if workspace admins could still use the NUX dashboards when a model is offline.
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My Pages - Admin Overview
I see that the My Page feature has picked up significantly at some customers, particularly with worksheets. Yet, as an admin it's a great trouble to understand the impact of changes to these personal pages. Today it is only possible to see the number of "My Pages" created by each model. As a Workspace Admin, I want an…
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Selective Access to Time Scale
It will be helpful to have selective access to timescale as well as there are different people looking into historical data and projection data. We don't want to show projection months data to people. We tried with filters but people can break the filters by pivoting the view from classic and NUX pages as those views…
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Utilizing the Excel Add In via Teams
Our organization has recently made a push to utilize Microsoft Teams more and house shared files within the teams channels. I noticed that if a file has an Anaplan Excel Add-in connection that teams will not allow you to utilize it. Has anyone run across this issue and is there a fix? Or does Anaplan plan to have this…
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Workspace Management on Tenant Admin Console
Currently in order to allocate/redistribute the workspace within the tenant we raise a ticket with Anaplan Support and get it done. Idea I am proposing is that we have this feature for Tenant Admin or Tenant Security Admin on Admin Console. This will save some time in getting the redistribution done. Also Tenants will play…
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ALM Role
Create a new role for ALM admin. This role has the possibility to deploy models and to undeploy models. This way you can prevent that workspace administrators take a model out of deployed model by incident. In our setup we do need people to be workspace admin to be able to assign user roles etc but we do not want them to…
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SCIM APIs: A Use Case to enhance your Central Identity Management (CIM) Process
Need a refresher on SCIM? Read our [Start Here] article! What is User Provisioning? Let's start with a reminder; User Provisioning is a process by which an individual is granted access to the Anaplan platform and assigned the model role that allows them to interact with the information that they are authorized to use. We…
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Add “Open” button in line items subset menu
There is an "Open" button in any settings menu: "Modules", "Dashboards". Please see screenshot for the "General Lists" menu: But there is no such button for the "Line Items Subsets" menu:
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Incentive Compensation Management (ICM) back up best practice
Hi All, I have a question for Anaplanners running ICM. My company uses Anaplan for calculating commissions. We run into the issue of needing to compare the current month to a prior month. Currently I copy the entire model at the end of the commission cycle each month and archive it as a backup so I have a point in time…
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I am unable to Login Level 1 Model Building 2.0 (New UX) model
Please help me to login in Level 1 Model Building 2.0 (New UX) model . My learning.anaplan.com password is not working in Anaplan.com. Please help me on urgent basis. I am not able to find out the way to login into the app.
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Workspace size per user
I'm looking to increase the size of my workspace. I understand that to do this I'll need to add additional user licenses. For each of the 3 user types (Model Builder, Professional, Limited), how much workspace size does each user give you? So if, for example, I need to add 20GB of space, how many of each user type would I…
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Level 2 Sprint 2: 2.4.11 Activity Using Selective Access
Why would I use Selective access for this task, if Selective Access is described as something used on a User-by-user basis? The Activity asks for something to be applied at the “Role” level, so any future, let's say, Chocolate Family Manager and Candyate Account Demand Manager should have the same permissions.
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NewUX App duplication with page links
Hi! I've created an App in the NewUX base on a Dev model and now I'm duplicating this App and mapping it to the Test model for the user testing. The duplication and re mapping was performed without any issues but the links to other pages that I had in the App are still linked to the pages on the App created based on Dev.…
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How to synchronize selective changes from Development model to Production model using "Revision Tag"
Dear experts, I'm trying to transport/synchronize selective changes from Development model to Production model. To handle this, I have captured the changes which are not useful into a dummy revision tag. In another revision tag, I have captured the useful structural changes. However, when I try to synchronize the…
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Ability to automate ALM syncs using Anaplan API
A description of the enhancement requested: The user would like to be able to automate ALM synchronization through the use of Anaplan connect scripts. An example of the enhancement: We have 12 models to synchronize one at a time. We'd like to be able to run a script which would sync all of these with the click of a button.…