Our implementation includes personnel expense budgeting at the individual level, and to create the roster of employees we use a list. We have a need to compare budgets year over year, ie FY19 vs FY20, and to do this we need to have different members in the list for different years, as well as a current roster. One way to do this would be to apply versions/time to lists, but I don't think that is possible. Has anyone else run into this problem? Thanks.
Do see if the following works:
There are 3 modules
1. Assumption Module with Year as list, line item of 'Training per Pax' to enter the 'Training assumption per person for the specific year'.
2. Yearly Roster Module with Employee, Year as list, line item of 'Active?' to indicate if the relevant employee is active that year
3. Training Expense Module with Employee, Year as list, line item of
3.1 Flag = IF Yearly Roster.Active? THEN 1 ELSE 0
3.2 Training Cost = Assumption.Training per Pax * Flag
The Training Cost at 'All Emp' level should give you the Total Expense by year.
Note that i have turned the summary of 'Training Expense.Flag' to 'None' because it's best practice not to aggregate unnecessarily.
Thank you for the reply. Your suggestion works for some of the calculations we need to perform, but what I am hoping for is insight into data management strategies that allow different members of a list to be used depending on time and version. Any suggestions would be very helpful.
I'm afraid you'll need to be more specific with what you meant by "data management strategies that allow different members of a list to be used depending on time and version."
Anaplan as a tool is flexible enough to cater for most business planning scenarios, but it does depend what you're looking for.
I suggest that you talk to your end users about what they would like to achieve, letting them know it's important to keep an open mind, i.e. not limited by previous experience with other tools.