When you are first starting to learn Anaplan, you will need to know the basic terminology. We have compiled the basic words everyone needs to know which you will hear in training and throughout your journey with Anaplan.
Completing Your Anaplan Account Registration
If you have received an email from Anaplan (firstname.lastname@example.org) to confirm that your account is active, do the following to complete your Anaplan.com registration.
From within the email, click Complete your registration.
Once on the Anaplan site, enter a password. Passwords must be at least 8 characters, upper and lower case letters and at least one number.
Enter your password again in the Confirm Password box.
Select a locale and time zone.
Select the checkbox to accept the Anaplan terms and conditions.
Click Continue. You can now log into Anaplan.com to access your available workspaces.
Anaplan Business Partners (BP) are your dedicated Anaplan expert and conduit to the Anaplan village.
What is a Business Partner responsible for?
Business Partners and our external Partner ecosystem share the responsibility to make you successful in your implementation, support you ongoing post-deployment to assist you with end user adoption guidance, connect you to the Anaplan Community, and guide you through your Anaplan journey.
What can you expect from your Business Partner?
Support you throughout your Anaplan deployment and be involved in key milestones
Connect you to various Anaplan departments including Sales, Product, Engineering, and Finance
Facilitate check-ins post go live to ensure your end users are adopting and you are generally happy with the platform
Guide you through your Anaplan journey by leveraging the Anaplan Way
Serve as your Anaplan expert in addition to your implementation team including guidance around workspace architecture, model design, and data integration
Have more questions? Reach out directly to your Customer Success Business Partner.
The Anaplan platform is constantly evolving and new functionalities are constantly coming out. Make sure your model is adapting and constantly optimized. After your first deployment with Anaplan, you should check back on Community to review the training class directory.
Here is where we offer our instructor-led courses. We are always creating new offerings. In the meantime, take advantage of our online courses to improve your skills. Advanced training topics you might be interested in include:
Improving Model Performance
Security and User Permissions
As the platform evolves, you should also stay up to date with the releases and incorporate new features into your Anaplan environment to continue to optimize your model and improve usability. Check here for the latest platform releases.
In order for you to use Anaplan, you will need to take the email you recieved, register and set up workspace for training.
Steps to Set up your Anaplan Environment
1. Complete your Anaplan account registration
Once you received an email from Anaplan (email@example.com) to confirm that your account is active, do the following:
From within the email, click Complete your registration.
Once on the Anaplan site, select your password. Passwords must be at least 8 characters, upper and lower case letters and at least one number.
Enter your password again in the Confirm Password
Select a locale and time zone
Select the checkbox to accept the Anaplan Terms & Conditions
Click Continue. You can now log into Anaplan.com to access your available workspace(s)
2. Log in to Anaplan and set up your team
Now that you are set up, you want to make sure to add your team so they can start training. You will want to add everyone from your company that will be helping with the implementation.
Navigate to Anaplan.com and click Login (located in the top right corner)
Enter your email and the password you set up
Click on the tile label 'Empty'
This is the default model that comes in every workspace. You will use this default model to add users so they can get access to your Anaplan environment.
Under the Settings tab, select Users
Select Add Users from the bar along the top
A window will pop up for your to enter team member details. You will need to enter the following information for each team member: Email Address, First Name, Last Name, Model Role (select Full Access), and Workspace Admin (check the box)
If you forget to select Workspace Admin, you can select it after adding a user in the far right column.
Once you add your team to the workspace, they will receive an email from Anaplan letting them know they have been added to an Anaplan workspace. The team will need to complete the registration steps above. This will allow them to start training .
If you have a large number of users that you would like to add via a csv file, you can find more information about how to automate user provisioning in this video.
Within the Anaplan Community there are many ways for users to easily connect with each other. Whether you have a question, an idea, or want to offer a solution, there is a place for you to share. The two tools we’ll discuss today are the Discussion Boards and User Groups.
Within the Discussion Boards you can ask a question, answer questions, start a discussion on a new topic or participate in an active one, and suggest new product features you’d like to see in the future. Discussion Boards are a great way to stay in the know and learn from other Anaplan users.
How to Participate in Discussion Boards
Step 1: Using the hamburger menu in the top left, navigate to the category you’d like to create a discussion thread in. For this example, we’ll be using “Product Discussions.”
Step 2: When you have clicked the correct category, you’ll then select a discussion board that best matches your topic interest. For this example, we’ll be using “Dashboards."
Step 3: On the discussion board home page, you’ll find a list of the current active discussion topics. Here, you can search to see if another user already posted something that closely matches what you are looking to share. If you find one that matches be sure to use that topic to share your thoughts. Step 4: Once you find a topic of interest and click into it you’ll find that you can then reply to the author, give the author Kudos if you like what they shared, and even add tags to help other users find this topic. If you’d like to create a response to the topic click reply at the bottom.
Step 5: After clicking the “reply” button you’ll be redirected to the “reply to message” page. There you’ll be able to create your response. Within your response you can include a file to support your statement or clarify your question, and add tags to make your post more searchable for other users. You can also select the box in the upper right-hand corner to be notified when someone replies to your message.
*If the topic you had questions or comments about isn’t listed in any of the discussion boards you can start a new topic by following this short video:
Within User Groups you are able to connect with Anaplan users in your region, participate in discussion boards, and attend in-person meetings to collaborate with other users and Anaplanners. Whether joining online or attending an in-person meeting user groups are the perfect way to learn new tips and tricks from other users.
How to Find Your Local User Group
Step 1: First, head over to the hamburger menu and scroll down to Anaplan User Groups. Once there, click Anaplan User Groups.
Step 2: After clicking into Anaplan User Groups another menu will appear listing the different region-based user groups. Select the location that you are closest to.
Step 3: From there, you should land on the user group’s home page. This is where you’ll be able to find up-to-date information, discussion boards, and when the next meeting will be.
Looking for more ways to engage? Share your thoughts and comments below!
We are constantly working to make the Anaplan platform better. Two of the ways we do that are by regularly making updates to it and regularly communicating with you about how and when those updates will be made.
To stay aware of updates to the Anaplan platform so you can do what you do best—plan—we have provided several media to receive notice.
Anaplan.com. You can get up-to-the-minute status by navigating to status.anaplan.com to see the state of each platform, Integration and Extensions, the Anaplan Community site, and the Anaplan.com website. Simply navigate to https://status.anaplan.com.
Email, SMS, and Atom or RSS feed. If you want to be notified by of upcoming updates and scheduled downtime, subscribe to email, SMS, Atom feed, or RSS feed updates at status.anaplan.com if you are not already enrolled!
We will notify you at least week in advance of scheduled downtimes.
What is a manifesto?
The manifesto is your chance to get your team in alignment and focused on the goal of your Anaplan deployment. You will write a few short paragraphs that will define your project goal. The manifesto should be clear, concise, and focused on the overall deployment goal. Creating a manifesto early in the project ensures that you have agreement and buy in among your team.
Why do I need a manifesto?
A manifesto acts as a guiding light on your first Anaplan deployment to ensure the project remains on track.
How to get started writing your manifesto?
To get your team thinking about the manifesto, ask: What are we trying to accomplish? and/or How do we achieve success for this project? How will the team know the project has been a success?
2. Write your Manifesto
Gather your team in a room
Have each team member write down his or her thoughts
Have your team craft a paragraph or two that describes exactly what the implementation team will build.
3. Refine a Manifesto
When you finish your deployment, you should be able to read your manifesto and say, “Yes, the model we built aligns completely with the manifesto.”
Remember, the manifesto acts not only as a checkpoint at the end but also as document referred to regularly throughout your project. Use the manifesto as a checkpoint to ensure the project is going in the right direction. Return to the manifesto and determine if current work achieves the manifesto. If not, determine what needs to be done to get the project back on track.
Furthering your Anaplan Learning (Advanced Learning)
The Anaplan platform is constantly evolving and new functionalities are constantly coming out. Make sure your model is adapting and constantly optimized.
After your first deployment with Anaplan, you should check back on Community to review the training class directory. Here is where we offer our Instructor-Led courses. We are always creating new offerings.
In the meantime, take advantage of our onDemand courses to improve your skills in model performance, and maintaining user permissions.
As the platform evolves, you should also stay up-to-date with the releases and incorporate new features into your Anaplan environment to continue to optimize your model and improve usability. Check here for the latest platform releases.