Logging comments in Anaplan

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Occasional Contributor

Logging comments in Anaplan

Are there Anaplan folks who have worked with comment (text) logging in Anaplan for end users? The business prefers to log comments in the financial forecasting in Anaplan on multiple versions. Does anyone have a best practice in this? Building it myself rightnow, but curious whether people have best practices and tips!

 

EDIT:

I think I need to rephrase/add more information: the Business wants to make comments for logging the reasoning behind the choices made in the forecasting. In the next year, the reasoning should be available to explain the choices

6 REPLIES 6
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Master Anaplanner/Community Boss

Re: Logging comments in Anaplan

@Maarten Verhaart 

 

Comments in New UX is the way to go. 

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Occasional Contributor

Re: Logging comments in Anaplan

As far as I know, the text cards in the new UX will not be saved over versions, right?

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Super Contributor
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Occasional Contributor

Re: Logging comments in Anaplan

Thanks Filip, wasn't fully aware of this option - I am wondering whether this is I am looking for. I am looking for a way to 'save' the comments and make sure that the comments will be logged for multiple version, so the reasoning of certain choices can be saved. In this way, next year is visible why certain choices were made. Also, this might help in Audits.

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Certified Master Anaplanner

Re: Logging comments in Anaplan

Hi Maarten,

 

Alternatively, you can add an additional line item as "Comments" (formatted as text) along side the choices so that users can add their comment in the module itself. 

 

Sheethal

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Occasional Contributor

Re: Logging comments in Anaplan

That is exactly what we did - so did the best practice already afterall!