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Is there a way to change which browser is used by Excel Add-in for SSO authentication?
Using the latest Excel Add-in, it appears this is using an embedded version of Edge browser (version 95.x). Our organization has blocked this browser being used due to the age of the version. Is there a way to change which browser the Excel Add-in uses for SSO authentication so that it will use either system default…
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Is there any way to see if a line item subset has been used in a version formula?
We're looking to do some tidy ups in the line-item subsets and couldn't see a way of easily identifying if the LIS has been used in a version formula only. Nothing shows up in the "Referenced in Applies To" and "Referenced as Format" columns. Apart from going into each module and checking, is there any other place/method…
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Automated Email Notification Capability
I currently have timetables built out in Anaplan with designated users to each deliverable with due-date. I would like to have the functionality to send automated rmeinder emails to users when the due date is getting closr and teh deliverabl has not been completed
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Referenced by feature for DCA Driver Line items
When you choose a line item as read or write access driver, there's no way to know that the line item is actually being used besides knowing/searching for it as an active driver in line item information. Can we have a 'referenced by' feature for when a line item is an active driver?
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Sort User List / Group Users by Model Role
Would be great to have the option to sort the User List in Anaplan. We have multiple models in the same workspace, and therefore, each model has a long list of users who aren't relevant - they are assigned the "No Access" role designation. Would be great to be able to visually manage this in Anaplan, rather than have to…
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Challenges with Continuing to Use Version 1.3 API in Power Automate Custom Connectors
I'm currently using Version 1.3 of the API in Power Automate Custom Connectors, but our Anaplan systems have been upgraded to Version 2.0. I have a few concerns and I’m hoping to get some insights from this community: Compatibility and Functionality: Are there any known issues with maintaining the older API version in…
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Ability to Disable and Modify Welcome Email
We want to be able to control who gets a welcome email stating that you're Active on Anaplan. Our access to Anaplan is via another tool and the email stating the person is an Active user is: #1: Misleading because they also need to be provisioned in the other system where we are controlling the link access to Anaplan and…
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Enhance ALM to pick and choose objects to sync with production
Description of the enhancement required: Enhance ALM to pick and choose objects to sync with production An example of the enhancement: Currently, we are not able to move only few selected changes from development to production. The model sync will move all changes as on a revision tag. Requesting development team to…
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Capture username/timestamp for change to Line Items
Hi all If there is a module where user makes changes to data for a line item, what is the best way to capture the Last Modified Date and Last Modified By information for that Line Item? We can always ask the user to enter their name and date separate line items when they modify anything, but is there a way to automate…
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Add last login time & UserID (hex value) to Visiting Accounts
At present I am only able to see Last Login Time and UserID for 'Internal Users' but not 'Visiting Users' in Administration. While you can dig into the auditing logs this is very cumbersome. Would like to see this information on the Administration Dashboard pages for Visitor Accounts just like you can Internal Users.
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Option to customise or remove automated email to new users added to a workspace
When I add a user to a workspace, an email is automatically generated. 1/ The current content is not suitable - we need the ability to customise it so people do not contact the person who added them for instance as it may be different from the actual point of contact, and we would like to direct people to content or…
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Disable User - Tenant Admin
Hi Team, I have disabled a User in Tenant Admin & was expecting that User to be switched to No Access in Models but they still have their original access in 1 of the Models I checked Do I need to turn the User off in every Model rather than at the Tenant Admin level? Thanks Mark
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Ability for customers to set time frame for when sessions will time out
A detailed description of the enhancement that is being requested: The Anaplan timeout is currently set at 30 min for ALL users of Anaplan. This setting should be set at the CUSTOMER level so that the customer can control what is an appropriate timeout for their organization. Some may want 10 min timeouts for stricter…
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Folders in Archive
It would be great to create folders to group archived models, and to have a more organized view of all archived models.
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Multi-language Pages & Object names
As a model builder I need the ability to create multi-language Pages for end users, who work within global multinational companies and prefer to make the analysis on the basis of information in their native languages. I see this as an additional settings tab within Anaplan, where languages can be added in Languаge List…
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Ability to send email alert to admin when workspace size exceeds a set point
Description of the enhancement required: Custom data storage alerts An example of the enhancement: Alerting support team when data storage capacity [workspace usage] is at or above 90% How would it help their business process: This will make sure we don't **** out of allocated space.
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Automated backup of models
Enhancement request: ability for customer to automatically schedule model backups. Very common issue where data is lost either from changing Prod List to Non-Prod or vice versa or developer A changes formulas that effect Prod, etc. A one time setup preserves data and reduces reliance on humans to backup. The lower the…
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Conditional Formatting on User Access (Roles -> Modules)
The current interface for setting role access to module is difficult to read visually - if a model has many modules it can be difficult to spot if read and write access for roles has or hasn't been set up, or varies between modules/roles: Would it be possible to add default conditional formatting to the system that…
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Edit user profiles for name and new email
Can Anaplan add option to edit existing users instead of deleting and adding? A good reason is for a person who gets married and needs to change their last name for an example or update the users email address.
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Display of Selective Access-enabled Numbered Lists
Although not ideal, sometimes it's required to enable selective access on a numbered list. First of all, you should be able to import comma-delimited text-formatted codes into the Users list to assign the appropriate list members to each user. Short of that, Anaplan requires that you go into the numbered list and select…
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Re-Order Categories in NUX
As a Workspace Admin, I need the ability to re-order the categories that are created in NUX. As it stands right now it appears that they will auto-sort to Alphabetical order and/or Numerical order. I cannot always rely on this as sometimes I may use a numbering system for the pages themselves and it becomes confusing to…
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Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
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Ability to import archived model to a different workspace
We would like the ability to import a copy of a model that is archived in one workspace to another one of our workspaces. Right now, to get at an archived copy of one of our production models, we have to archive the current live model, bring back the copy, import over to another workspace, re-archive the copy, and bring…
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Can I change the Timeout/Logout period from 30 minutes to 2 hours?
Hi team, right now an Anaplan session automatically times out if the end-user is inactive for 30 minutes. However, my users have complained that this is too short a time and too troublesome. Is there a way tenant admin can increase this time limit? Would be super helpful. Thanks Natasha
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New UX Idea - Hide empty categories for end users
Currently any user can see empty category either when there are some pages restricted for user's role or no pages at all. This can be irritating and I propose to hide those categories which are empty for users who do not have Page Builder role. In the example below there is a user with Supply Manager role who is not…
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Request for workspace access
Hi Team, This is Pavith Kumar D. I have learned and certified Anaplan Level-1, Level-2 and Anaplan way. I am requesting here, Could you please give me a 90-days free trial workspace for me. Actually already I have used 3 time free trial workspaces. Now I want to learn at the next level of Anaplan certificate and get ready…
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Automate workflow start based on line item trigger
As a process owner, i need to be able to set up workflow template that can be started automatically based on a trigger event with when a line item is set to true lr false. The trigger would allow to start the workflow with a machine task allowing to run cloudworks processes, send notifications and / or assign tasks to…
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OEG Best Practice: Anaplan Python OAuth Example
The Anaplan Python OAuth Example demonstrates using the Anaplan REST API with OAuth with device-based authorization. The code highlights how to generate a device_id, access_token, and refresh_token. Additionally, the code highlights a multi-threaded approach to request a new access_token while performing other,…
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Subset for Versions
Adding subset to Time Ranges is of great help. On the same line, there should be an option to create subsets for versions. In our use case, we have 5 versions (Plan, Actuals, Custom 1, Custom 2, Custom3). We want to use different sets of versions for different modules based on the requirement. Current functionality gives…
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CloudWorks - Model to Model Processes
I am trying to schedule automated Model-to-Model processes using CloudWorks so that it doesn't have to be done manually by a human. What I've noticed is some of my Actions within the automated Process don't run properly when CloudWorks runs it vs. when I manually run it. It seems that Cloudworks, "Internal (Full Access)",…