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About jennifer_keefer

since ‎09-21-2015
‎10-14-2019
jennifer_keefer
jennifer_keefer
Certified Master Anaplanner

Re: Ability to add another row within text box and...

by Certified Master Anaplanner jennifer_keefer in Idea Exchange
‎09-13-2018 02:15 PM
‎09-13-2018 02:15 PM
When adding a Text box on a dashboard, I use Ctrl+Alt+Enter to add another row of text, seems to work fine.  I have not figured out if there is a shortcut key to indent.  I would love to have some formatting/rich text options as well! ... View more

Re: Allow "full access" users to update user list ...

by Certified Master Anaplanner jennifer_keefer in Idea Exchange
‎09-13-2018 05:27 AM
‎09-13-2018 05:27 AM
Hello,   I submitted a similar request, however, I would not neccissarily even want the users accountable to add users to have Full Access as that opens them up to have additional access to Write in Modules they should not be able to.  I would like the set-up to be flexible to restirct to only adding users and access if that is my business need, but if someone else needs the ability to allow addtional access they can do that to meet their business needs. ... View more

Ability to set up security without having full wor...

by Certified Master Anaplanner jennifer_keefer in Idea Exchange
‎09-05-2018 06:05 AM
4 Kudos
‎09-05-2018 06:05 AM
4 Kudos
Need a way to allow someone to manage security without being a full workspace admin.  It would be great if there were different levels of admin rights.  Current set-up does not allow for proper segmentation of duties and could give people more access than they should have or know how to properly use. ... View more
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Ability to schedule nightly model or workspace arc...

by Certified Master Anaplanner jennifer_keefer in Idea Exchange
‎09-05-2018 05:59 AM
25 Kudos
‎09-05-2018 05:59 AM
25 Kudos
Looking for the ability to schedule nightly (or regular) copy/archive of selected models or all models in a workspace.  We do this manually now and it it very labor intensive but having the back-up archive copy has saved us several times. ... View more
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Re: Default Version in Dashboard view

by Certified Master Anaplanner jennifer_keefer in Anaplan Platform Discussions
‎01-31-2018 01:55 PM
‎01-31-2018 01:55 PM
Thanks for responding.  That may not be an option for us as we are dependant for other formulas, etc on the current version being the last version in the list.  It's something we can take a look at though ... View more

Re: Default Version in Dashboard view

by Certified Master Anaplanner jennifer_keefer in Anaplan Platform Discussions
‎01-31-2018 01:01 PM
‎01-31-2018 01:01 PM
Thank you for the quick feedback.  The issue we have with this as a solution is that we created updated versions for our forecast (Budget, 3&9, 6&6, 9&3 for instance) and this would mean that each time a new version becomes our current version that users can edit, we would have to make these updates in the dashboard views.  This would require hundreds of dashboard view updates.    Any idea how the "Default" can be designated to be the Current verision - this would make the changes much more effecient.   Thanks ... View more

Default Version in Dashboard view

by Certified Master Anaplanner jennifer_keefer in Anaplan Platform Discussions
‎01-31-2018 11:38 AM
‎01-31-2018 11:38 AM
Our users are starting to get frustrated with the version in their dashboards used to enter information not defaulting to the Current Version.  The dashboard on thier landing page will default to the current version but subsequent dashboards they open will not, it is defaulting to the first non actual version in our version list.  How do we establish the dashboard to default to the current version (without having to tell the users they have to reselect that version on thier landing dashboard)?   Thanks! ... View more
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Saving document Errors when using PowerPoint Add-i...

by Certified Master Anaplanner jennifer_keefer in Anaplan Platform Discussions
‎01-19-2018 10:21 AM
‎01-19-2018 10:21 AM
Hello - looking for some answers to an issue we are seeing when saving using the Power Point Add-in.  This does not happen all the time and we can not determine the cause.  Once we have created our slide and done work to format the information in the proper charts and may have been able to save previously, we begin to get an error message that the document is not able to be saved and everything seems to lock up causing the need to reboot the computer and that file that was created can no longer be used.   Anyone experience this and have answers/solutions??  Much apprecitaed!!  Thanks   As an additional comment - this issue seems to occur when using the Filter option in the Add-in.  Everything seems to wrok and save until selecting the filter option. ... View more
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