Helpful best practice in Level 2 MB to make sure line item names are correct

davidmccarty
Group Leader

Helpful best practice in Level 2 MB to make sure line item names are correct

Hi -

Having module and line item names in Level 2 is critical to having the correct formulas for the exams.  I am not the best typer so what I do to eliminate any error is:

  1. Copy the table that is listed in the training instructions to Excel
  2. When adding in the line items, copy/paste from Excel the names of the line items
  3. I also copy/paste the "purpose" of the line item into the Notes column of the line item in Blueprint mode.

This process makes adding the line items quick, easy and fool proof.

 

 

2 REPLIES 2
einas.ibrahim
Master Anaplanner/Community Boss

Hi @davidmccarty 

Thanks for the post. I would also add as soon as one adds an action (Import) change the name right away. Actions can get messy really fast.

- Einas

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

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davidmccarty
Group Leader

@einas.ibrahim- great point - I learned that the hard way!