Use the pages in Setup for system administration for the profit and loss (P&L) spoke.

For each page in Setup 5, follow the actions outlined in the table below.

PagesActions
S5.01 Define system parameters

To define global integrated financial planning (IFP) parameters:

  1. Use the dropdowns in the Default inputs for FX grid to map the foreign exchange inputs.
  2. Use the dropdowns in the Default inputs for drivers grid to map the driver inputs.
S5.02 Snapshot managementSee S5.02 Snapshot management.
S5.03 Version management

Define the versions used for scenario planning:

  1. Work with your Anaplan administrator to update the Current Period for each version in the model backend.
  2. Input number of Actual Periods.
  3. Input number of Future periods.
  4. To copy between versions, select the appropriate action at the bottom of the page:
    • Copy between current forecast and scenarios
    • Copy between scenarios
    • Copy between current forecast and AOP
      (AOP, Annual Operating Plan)
S2.07 - S2.08 Balance sheet mappingsSee S2.07 - S2.08 Balance sheet mappings.
A2.11 - A2.12 Balance SheetSee A2.11 - A2.12 Balance Sheet.

Also see Page options.