Configure Homepages ‌to display pertinent information, interactive graphics, and links to users. Homepages have different panels that show different types of content, such as work status, pictures, links, Power BI reports, and Anaplan XL Reporting reports.

You can assign each Homepage to roles and users so users see only relevant content.

The dashboard shows a big-picture view of how the Workflow is going, what's happening with the task, who's helping, and how to enter and report data.

The different sections of a Homepage include:

SectionTabs
Main dashboardThe central area can display workflow progress.
Panels

You can have multiple panels. Panels can display:

  • Inputs: Select the link to the Inputs section for entering data into the system.
  • Reports: Access reports generated from the data. Select the link to the Reports section.
  • Input Rates: Displays foreign exchange rates, allowing data input in multiple currencies.
  • Quick Links: Offers quick links to other websites, such as Google, Anaplan Financial Consolidation Support, Narrative Reporting, and Documentation.

The Homepages tab in the Configure module enables you to:

  • Create new Homepages.
  • Assign Homepages to roles and users.
  • Easily add panels to Homepages using drag and drop.
  • Export and import Homepages and their panels.

Create a new Homepage

To create a new Homepage:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Select the Add button in the top-right to add a new Homepage.
  4. Enter a name in the Name field.
  5. Enter a comma-delimited list of users and roles that this Homepage will be assigned to in the Users field 
  6. Select Save.
    You need to configure the panels to display on the Homepage using the Homepage Designer.

Edit ‌‌homepage

To edit an existing Homepage:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Locate the Homepage to edit from the list of available Homepages and select the ellipsis at the end of the row. 
  4. Now select Edit from the context menu.
    The Edit Homepage editor displays.
  5. Update the name of the Homepage and the Roles and Users that the Homepage is assigned to.
  6. Select Save to save your changes.

Duplicate a Homepage

To create a duplicate copy an existing Homepage:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Locate the Homepage to duplicate from the list of available Homepages. 
  4. Select the ellipsis at the end of the row and select Duplicate from the context menu.
    The selected Homepage is duplicated. It is automatically given the same name as the source Homepage with a _COPY appended to the end of the name.
  5. Edit the Homepage as necessary.

Delete a Homepage

To delete an existing Homepage:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Locate the Homepage to delete from the list of available Homepages. 
  4. Select the ellipsis at the end of the row and select Delete from the context menu.
  5. At the prompt, select Delete to delete the Homepage. This action can't be undone.
    The Homepage is now deleted.

Ordering Homepages

Drag and drop the Homepages in the Homepages tab to change the order. You can create Homepage in any order you want. Then, you can drag and drop them in the order you want them in the Anaplan Financial Consolidation dashboard.

To re-order a Homepage:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Locate the Homepage to re-order from the list of available Homepages. 
  4. Select the Homepage and drag it up or down to the correct position. 

Export a Homepage

Export Homepages from one tenant into another tenant. 

To export one or more Homepages:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Select the checkbox in the left column for each Homepage required to be exported.
  4. Select the Export icon in the Homepages toolbar.
  5. The selected Homepages are exported and downloaded to your Downloads folder. The extension for the Homepages export file is *.fhp.

Now you can import the exported file into another environment.

Import a homepage

Export and import Homepages from one tenant to another tenant.

To import a Homepage export from another tenant:

  1. Navigate to the Configure module.
  2. Select the Homepages tab.
  3. Select the Import icon in the Homepages toolbar.
    You are prompted to select a file.
  4.  Use the Windows file browser to select the Homepage file to import.
  5. Select Open in the file browser to import.
    The Homepages are imported and are placed at the bottom of the Homepage list.