Add comment field to a Time dimensioned module

lilasququ
Contributor

Add comment field to a Time dimensioned module

We have a process that users import data via Excel to Anaplan. The file format is shown as attached. The business would like to add a comment field at the end of the column for each project (see screenshot. the comment field is just a mock-up on Excel and does not exist in Anaplan yet).

 

To add a comment field in this time dimensioned module and nicely present it on the export, any recommendation? Thank you!

1 ACCEPTED SOLUTION

Accepted Solutions
rob_marshall
Moderator

Re: Add comment field to a Time dimensioned module

@lilasququ 

 

You can use the same file for multiple imports so I would store the comments in a SYS Project module that does not have Time associated with it.

 

Also, in looking at the Project code, are those numbers part of a date or the real project code?  I ask because having the date as part of a code could lead to longer (bigger) lists than actually needed.

 

Rob

View solution in original post

10 REPLIES 10
KirillKuznetsov
Certified Master Anaplanner

Re: Add comment field to a Time dimensioned module

Please attach the file
lilasququ
Contributor

Re: Add comment field to a Time dimensioned module

Strange I did upload as picture. I've just posted it in the reply. Thanks.

lilasququ
Contributor

Re: Add comment field to a Time dimensioned module

 
rob_marshall
Moderator

Re: Add comment field to a Time dimensioned module

@lilasququ 

 

You can use the same file for multiple imports so I would store the comments in a SYS Project module that does not have Time associated with it.

 

Also, in looking at the Project code, are those numbers part of a date or the real project code?  I ask because having the date as part of a code could lead to longer (bigger) lists than actually needed.

 

Rob

View solution in original post

lilasququ
Contributor

Re: Add comment field to a Time dimensioned module

These project codes are truly codes.

 

I guess you meant creating an additional import action to include in this process and it will be seamingless to the users? 

 

They actually export this file first, update numbers and import it back. Then they will have to add the comments by themselves I assume?

rob_marshall
Moderator

Re: Add comment field to a Time dimensioned module

@lilasququ 

 

Crazy question, but why are they exporting the data, updating it, and then importing it back in?  Why not just update the data within Anaplan?

lilasququ
Contributor

Re: Add comment field to a Time dimensioned module

Do you mean to update the data directly on the web?

 

Because there are too many projects to update....People just like using Excel...

 

 

lilasququ
Contributor

Re: Add comment field to a Time dimensioned module

So even if people update data within Anaplan, would there be a good way to present the Comment field on the grid?

rob_marshall
Moderator

Re: Add comment field to a Time dimensioned module

@lilasququ 

 

Not in the way you have it in the above attachment.  It would be on a different card.