Learning

PRC Hierarchy Wizard

Plan Rocket
This model from Plan Rocket Consulting will change the way you launch, setup, and maintain hierarchies in Anaplan. The hierarchy wizard applies best practices to hierarchy building that speeds up the process of generating multi-level relationships, reduces limitations caused by bad data, and streamlines data communication between IT and the business owners.

Information

Size
3.8 MB
Language
English
Terms & Conditions

App stats

Modules
9
Roles
1
Formulas
114
Reports
1
Complexity
Beginner

Features

Launch your Project Faster
  • Pre-built, plug and play hierarchies allow you to skip the "hierarchy setup" user stories, or significantly cut down the hours needed for customization and UAT
  • Generate and receive a standardized template for all hierarchy-based data requests
  • Build hierarchies at the click of one button without the need to re-build chain-driven imports across each hierarchy
Move Past Bad-Data Limitations and Generate Balanced Hierarchies
  • Import up to 5 levels and 1000 items per hierarchy based on current model setup (this can be built out further if additional levels are required)
  • Utilize pre-designed and pre-tested logic that balances out any unbalanced hierarchies. An unbalanced hierarchy is a hierarchy in which certain items in that hierarchy do not have complete mappings from the lowest level child to the highest level parent.
  • No longer let "bad data" hold up the project build status with ongoing back and forth communication to settle data discrepancies
Give End Users Greater Hierarchy Flexibility
  • Allow end users to load, edit, manage, and manipulate hierarchies with a clean front end user interface
  • Standardize data request processes and data loads around one accepted template
Manage Sales Hierarchy within Anaplan
  • Segregate hierarchy types within the wizard in order to flexibly design and deploy your ideal planning hierarchy (i.e. the sales hierarchy for a sales org from the region to the rep level)
  • Understand when you should be utilizing some of Anaplan's innate hierarchy functionality vs when you should load source data
  • This lets you quickly pivot and move around groupings and levels without losing the relational integrity of your driver hierarchies imported into the wizard
Streamlined Data Load Template
  • One of the biggest challenges in building hierarchies is aligning the business owners and the IT teams on how the data should look
  • This app comes with a best practice template that you can download and use as the standard load template for all hierarchy data requests

Terms and conditions

Anaplan

Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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