1. Anaplan Home
  2. Anaplan Home
  3. Access Home
  4. Navigate Anaplan

Anaplan offers a common navigation experience throughout Home and its dependencies, including the page building and model building experiences.

The header bar at the top of the Anaplan page enables you to access Anaplan functionality depending on the type of user to which you have been assigned and the apps that your organization uses.

Application Menu

The Application menu shows the applications your user has access to.

Different options are shown depending on the applications to which you have been granted access and whether you are a tenant administrator, workspace administrator, model builder, or end user:

Menu ItemDescription
HomeSelect this to open Anaplan Home
AppsSelect this to display a list of available apps
My PagesSelect this to access personal pages on Anaplan
DocuSignSelect this to log in to DocuSign and its features
CloudWorksSelect this to access CloudWorks features for import and export of model data to Cloud providers
AdministrationSelect this to manager your users and roles
App HubSelect this to access the Anaplan App Hub where you can download model templates and sample data

Anaplan Logo

You can click the Anaplan logo to return to Home.

Tenant switcher

The name of your current tenant displays in the top right-hand side of the screen.

If you have access to multiple tenants, this displays a dropdown selector.

Search

You can search for your Anaplan assets including Models, Pages (personal or otherwise) and Apps.

Select Search to open a search query.

Notifications

Workspace notifications are indicated by a red circle with a white dot in the notification icon.

Select Notifications to display a list of notifications.

Help menu

Help  displays a number of options to assist you.

Menu ItemDescription
Search communityEnables you to search the Anaplan community based on a search term you enter.
AnapediaDisplays Anapedia in a separate browser tab.
Vote for ideasDisplays the Community page related to voting on idea proposals by community members.
Share feedbackDisplays a feedback form for Anaplan.
Join our research programDisplays an application form for Anaplan's research program.
Contact supportDisplays options for contacting Anaplan support.

User menu

The user menu icon shows the initials of the current user.

Note: If the initials do not match yours, and you believe this to be in error, log out of the account and log in using your own credentials.

Select the initials to display the user menu:

Menu ItemDescription
My accountDisplays your profile where you can edit your account profile details.
Log outLogs you out of Anaplan.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.