Word list

The "what-if" properties of the Anaplan platform allow users to plug potential changes into their models to see what the effect might be on their plans. 

Always put in quotation marks, always hyphenate. 

The .PEM extension is used for various types of X.509v3 files that contain ASCII (Base64-encoded) data.

24 hours a day, seven days a week.

Refers to a 50% chance.

Note caplitalization and punctuation. 

Use a space between the numeral and this abbreviation. Do not append a.m. or p.m. when using a 24-hour clock. 

A Help menu option in the User Experience that opens the UX page in Community. 

A card in the UE that enables users to run an action or series of actions. Distinguish from Action and Actions, which are UI labels.

Actions automate routine tasks, such as imports and exports. They can also be published as buttons so the action can be run from a dashboard. Some can be added to processes and run from pages in the UX. 

In models, Actions (plural) is the UI label of a pane and the tab within that pane. Use lowercase when referring to actions as the tasks you can create (when "action" is a verb).

Actual is the UI label for one of the two default versions in Anaplan: Actual and Forecast. Actual displays as a UI label in the Versions pane in models. It's also an option to select in the Add version formula dialog in Blueprint that enables workspace administrators to select a line item formula to apply to the Actual version only. 

Use lowercase when the word actual is an abstract noun or adjective.

Avoid using "actual" or "actually" as an emphasizer or adjective. 

An adverb or adjective translated as "for this" and meaning "for this specific purpose" in English. It does NOT mean "on the fly" or "spontaneously." Avoid where possible, as Latin phrases can make localization and translation difficult. 

Latin expressions are never hyphenated. 

A header in Designer mode in the User Experience. 

Add version formula is an option in the Edit menu of Blueprint, and a header in the dialog this launches. It enables users to specify which version to apply to a formula for a line item subset. 

Use sentence case to refer to the feature. 

Third-party products that are linked to Anaplan to move data backward and forward between them. Used somewhat interchangeably with "add-on." 

Note that Microsoft products use "Add-in" and Google products use "Add-on." These are part of product names and must be used as the manufacturer prefers. 

Third-party products that are linked to Anaplan to move data backward and forward between them. Used somewhat interchangeably with "add-in."

Note that Microsoft products use "Add-in" and Google products use "Add-on." These are part of product names and must be used as the manufacturer prefers. 

The header for the Additional insights section within the Insights panel on a worksheet that contains extra information and sets of data. On a mobile device, Additional insights is a button label at the bottom of a worksheet. When selected, the Additional insights panel displays. 

Also refer to: Additional insights panel.

For describing roles, admin is acceptable to mean "administrator." Use lowercase "a" for either term, unless it's at the start of a sentence or heading.

The Administration console enables tenant administrators to make changes to an organization's entire Anaplan environment and the workspaces within it. Administration displays as an option in the Application menu in the top left and as the header for the Administration section of Anaplan. 

When referring to the process of setting up and managing components and elements of Anaplan, do not capitalize.

The role of a user with elevated privileges. It can be tenant administrator, cloud administrator, workspace administrator, etc.

(v.) To influence. See also effect (affect = action, effect = end result).

Legal term. An Affiliate is with respect to any party, person, or entity that controls, is controlled by, or is under common control with that party, where control means ownership of more than 50% of the outstanding voting securities. 

Capitalize only in the legal sense. 

(adv.) At a later time; subsequently. Not afterwards unless using British English. 

Legal term. An Agreement (caps only for the legal term) is collectively any Anaplan SaaS Subscription Agreement, any Statement of Work, any Order Schedule agreed to by the parties, as well as any attached or referenced exhibits, or schedules and amendments to that Agreement, each of which are incorporated into the Agreement by this reference. 

Short for "also known as." All lowercase letters. No space or punctuation.

Deprecated UI label. 

An option you can select from the Formula scope dropdown for a line item in Blueprint view. When selected, the line item formula applies to all versions. 

When referring generically to all model versions, use lower case and no bold.

An option you can select from the Formula scope dropdown for a line item in Blueprint view. When selected, the line item formula applies to all versions except the actual version. 

Acronym for Application Lifecycle Management, which helps govern software quality activities and implements auditable application testing processes. Not an Anaplan product. 

Anaplan uses ALM to manage the development, testing, deployment, and ongoing support and enhancements of models. 

Use title case, follow with the acronym in parentheses, and then use the acronym in subsequent mentions. 

Two words when a descriptor after a noun and verb. No hyphen. 

See also always-on. 

Hyphenated when used as an adjective before a noun.

Do not hyphenate when used as a descriptor after a noun and verb.

The home of Anaplan's technical content.

Not Anaplan, Inc. or Anaplan.com. Avoid using the possessive. 

The product Anaplan sells is called the Anaplan platform. There are several line-of-business-specific versions, all starting with "Anaplan for..." that are listed separately in this Word list. 

There are also several services available, including plug-ins and add-ons, all starting with Anaplan. 

Legal definition: The Anaplan organization, which, for contracting purposes, consists of one of the following entities depending on where the Client resides:

• If the Client resides in North America or South America: Anaplan, Inc., a Deleware corporation with its prinicpal place of business at 50 Hawthorne Street, San Francisco, California 94105, U.S.A.
• If the Client resides elsewhere: Anaplan Limited, a corporation registered in England and Wales (Registered Number: 06453096) with its principal place of business at 80 Moorbridge Road, Maidenhead, SL6 8BW, United Kingdom

The team responsible for the Anaplan Learning Center and that creates all on-demand and instructor-led training. Also refers to the Anaplan Academy page in Anaplan Community. 

The collaboration space for sharing applications.

Use App Hub (two words, initial caps) on second reference.

The original storage and calculation engine used, along with Hyperblock™, for multidimensional storage and “what-if” calculation. Classic Engine works well with densely populated data sets (see also Polaris).

Initial cap all words. May be called Classic Engine. 

An Anaplan product that enables integration administrators to import and export model data to and from the cloud. Integration administrators can select from the Application menu to launch CloudWorks. 

Note camel casing, spacing, and trademark bug.

An Anaplan tool that enables fast planning and decision-making across devices by sharing information using Slack messaging, shared pages, email notifications, and clipboard content. 

Capitalize and include both words if there’s any question of whether the tool or the non-Anaplan word is meant.

The Anaplan Community is a destination for connection, collaboration, and education through discussion forums, user groups, persona hubs, experiences, and more, for our customer community. 

Capitalize both words. Avoid using "Community" alone to refer to the Anaplan Community.

An on-premises Java utility that automates and runs integration scripts for imports and exports. A command-line client to the Anaplan cloud-based planning environment. Located behind the user’s firewall.

Capitalize both words. 

Provides a command-line interface that enables the Anaplan administrator to automate Anaplan imports, exports, and other actions. Scripts can be scheduled using either a user’s primary operating system or a third-party scheduler. It can be installed on a dedicated computer or server behind the network’s firewall. 

Use title casing, except for the word client.

A connector to integrate the Dell Boomi Atmosphere Platform with Anaplan to import and export data. 

Note title casing and spacing. 

A connector to integrate the Informatica Cloud with Anaplan to import and export data. 

Note title casing and spacing. 

A connector to integrate Anaplan with MuleSoft Anypoint Flows. 

Note title and camel casing, and spacing. 

A connector to integrate the Microsoft Power BI Desktop with Anaplan model exports. 

Note title casing and spacing. 

People who work for Anaplan. 

The line of business go-to-market (GTM) strategy tool for merchandise that customers use up and replace on a frequent basis. Examples of consumer packaged goods include food, beverages, cosmetics, and cleaning products. 

Use Anaplan for Consumer Packaged Goods (CPG) on first reference. Anaplan for CPG is acceptable on second reference.

Use title casing for the line of business when part of the product name. 

The line of business go-to-market (GTM) strategy tool for tracking, forecasting, and changing course based on informed real-time financial information.

Capitalize Finance when part of the product name.

A go-to-market (GTM) stratagey tool for the financial services industry (FSI), primarily primarily banking, insurance, capital markets. 

Capitalize the line of business when part of the product name.

A go-to-market (GTM) strategy tool for decision-making. Includes territory, incentive, and quota management components.

Capitalize the line of business when part of the product name.

A holistic go-to-market (GTM) strategic approach to supply chain planning and decision-making.

Capitalize the line of business when part of the product name.

A go-to-market (GTM) strategy tool that helps HR align and execute on business strategies and operations for improving talent and business decisions.

Capitalize the line of business when part of the product name.

Allows customers to integrate Anaplan with other SaaS applications, including Salesforce and Workday. 

Note camel casing and spacing.

HyperModel alone on second use. Extends multidimensional modeling capabilities across functions (HR, finance, supply chain, and sales). 

Note camel casing, spacing, and trademark bug. 

The learning management system Anaplan uses to deploy and track training for both Anaplan customers and employees. 

Use title case and include the Anaplan name in first usage and any subsequent usage where the ownership of the site might be unclear. 

In-person and virtual events for Anaplan's customers and potential customers to learn about the capabilities and hear stories of how Anaplan changes the way business is done. Replaces CPX (Connected Planning Experience) starting in 2022. 

Two words and title case, always with the exclamation point. In text, use bold if the exclamation point creates complexities or italics if bold is unavailable. 

An Anaplan UX feature that creates formatted and customized slides by converting presentations into multipage PDF packs. Called Report (not Reporting) after first mention.

Note title case. Initial cap Report alone when used to mean this tool. 

An application that provides access to the Anaplan platform on cell phones. Users can view and manipulate data, but may have some limits to functionality, depending on security settings.

Note sentence casing and abbreviation. 

In the PowerPoint add-in, an element with which Anaplan can interact. 

Note sentence casing. 

A sophisticated data integration tool that works with Anaplan and other enterprise applications to connect source and target systems, perform data transformation, and set up notifications and approval workflows. It is comparable to CloudWorks, except that OneCloud offers on-premises as well as cloud-only services.

Note that only two words are initial capped, plus the spacing and camel casing of OneCloud. 

In some marketing materials addressed to or about partners, capitalize Partner when used alone to identify the established relationship. 

Lowercase partner most of the time when not referring to a specific relationship (such as Global Strategic Partner, Gold Partner, Silver Parner). 

A special application that grants access to Anaplan partners so that they can efficiantly and securely download Anaplan sales tools, marketing resources, and branding guidelines. They can also create and submit business plans, register new leads, track open opportunities, and monitor pipelines.

Capitalize all three words. Use Partner Portal in subsequent references. When you use the word portal by itself, do not capitalize. 

A managed Anaplan service that uses statistical algorithms, artificial intelligence, and machine learning techniques to create accurate forecasts driven by internal and external events. Some customers combine PlanIQ with Amazon Forecast.

Notice the camel casing and TM bug. Use only PlanIQ after first use. 

The name of the technology that Anaplan sells. Capitalize only the Anaplan name. Always platform, not app or service. Avoid making possesive. 

A calculation engine for modeling “what-if” scenarios along with Hyperblock™ that works well with sparsely populated data sets (see Classic Engine). 

Note initial caps in all four words and trademark bug. Use Polaris alone after first mention.

A connector that leverages the Anaplan API to import and export Anaplan data among a range of source and target systems. 

Note that only the two first words are initial capitalized, and that SnapLogic is camel cased and has no interior space. 

A mobile operating system based on a modified version of the Linux kernel and other open-source software, designed primarily for touchscreen mobile devices such as smartphones and tablets.

Always initial capitalized.

The adverb "anymore" is used to relate to time.

The determiner "any more" refers to quantities. 

An acronym for application programming interface, which is set of definitions and protocols for building and integrating application software. It is not an Anaplan term. Use the acronym alone. 

Short for application, app (or apps) refers to a group of related pages used to perform a particular business function or process. 

Do not capitalize when using on a button label or in body copy. Capitalize if part of an Anaplan product name. 

A screen in the User Experience displaying the pages that the app contains. See also: Apps.

An option in the main Anaplan menu in the top left. Also the name of a space in Community from which users can download sample models. These sample models are distinct from apps in the User Experience, so refer to them descriptively rather than as apps to avoid confusion. 

Acronym for Application Lifecycle Management, which helps govern software quality activities and implements auditable application testing processes. Not an Anaplan product.

Anaplan uses ALM to manage the development, testing, deployment, and ongoing support and enhancements of models. 

Use title case, follow with the acronym in parentheses, and then use the acronym in subsequent mentions. 

A set of definitions and protocols for building and integrating application software. (Not an Anaplan term.) 

Use the acronym alone in every instance. 

The name of a column in the Modules tab of the Modules pane. Also the name of a column in Blueprint module view. The column displays the lists to which the module or line item applies. 

The apps feature in Anaplan enables you to group related pages to represent a particular business function or process. You can use apps to separate different business functions. For example, you could have a Budget planning and forecasting app, and a Product inventory and sales app.

Also the term for the screen in the User Experience that displays all apps available to the user in a tenant. 

Note that the UI page is initial capped, the ordinary noun is not capitalized. 

An action that workspace administrators can set up in a model to assign a list item to a parent, unassign a list item, or assign an item to display against more than one parent. You can run this action from a dashboard in a model. 

Use sentence case to refer to the feature (the Assign action). Use lower case for the verb assign.  

A UX feature in Classic Anaplan. 

An action that workspace administrators can set up in a model to assign a list item to a parent or assign an item to display against more than one parent. Unlike the Assign action, you cannot use Assign only to unassign list items that have previously been assigned. You can run this action from a dashboard in a model. 

Use sentence case to refer to the feature (the Assign action). Use lower case for the verb assign. 

The term for a dataset that groups products and service items into categories for use with PlanIQ. 

Short for authentication or authorization.

UI label in the Anaplan PowerPoint add-in and the header of the dialog that launches when you select it. 

A named individual, such as a customer's employee, who is authorized to use the Anaplan platform under a valid subscription or other right granted by Anaplan to a customer, and who has been supplied access to the Anaplan platform via a user identification and password by the customer (or by Anaplan at its customer's request).

In legal documents, initial capitalize both words. 

Short for business-to-business. All capital letters, no spaces or punctuation. Use sparingly. 

An information component, often a collection of menus and dropdown menus, usually located at the top of the screen. Sometimes called a bar. 

A method for an HTTP user agent, such as a web browser, to provide a user name and password when making a request.

Means custom made, not customizable. Anaplan configures its product to suit the needs of each customer, and doesn't create the version from scratch each time. 

Something that goes in two directions. Per Merriam-Webster, no hyphen. 

Note initial caps. Refers to the four largest accounting firms in the U.S.: Deloitte, Ernst & Young (EY), PricewaterhouseCoopers (PwC), and Klynveld Peat Marwick Goerdeler (KPMG).

Old messaging meaning, "Ideas don't need to be grounded in reality." Avoid.  

The Blueprint feature in a module displays the formulas, dimensions, styles, and formats for each line item: an archictectural view of model dimensions. Blueprint and grid are toggled by a set-square icon in the module, not a labeled button.

The Anaplan feature is initial capitalized; the same term used to describe architectural drawings is not capitalized.

A type of page in the User Experience. Page builders can create a board to display data via cards that enable high-level analysis. Distinguish from dashboards, which perform a similar function in models. 

For the feature, use lower case and no bold. For the UI label, capitalize and use bold. 

A data type and the UI label users select to format a line item by the Boolean data type, where something is either "true" or "false," and where true means that something will appear and false means that it will not appear.  The expression "Boolean" should not be used on buttons in the UI as it is a programming term for the result of choosing the button.

The square UI element that users interact with in a line item with the Boolean data type is a checkbox, not a Boolean. See checkbox.

Modifier to describe the process of progressing upward from the lowest level. Opposite of top-down. 

Always hyphenated. 

A single level of a list hierarchy, sometimes described as a hierarchy tree. The branch and tree metaphor may be confusing for users whose first language is not English. If you need to use this metaphor explain what a branch means in computer terms.

A feature that enables users to enter a new value into a Total field and that causes a recalculation of the new total value. It's also the UI label for the column in Blueprint that a workspace administrator can select to enable breakback for a line item. 

Use sentence case for both the feature and the UI label.

An encryption key management system that allows businesses to encrypt data and control their own encryption keys. Not an Anaplan product.

Spell out with initial caps and parenthetical acronym, and use acronym alone on subsequent mentions. 

Capitalize the Anaplan capability but not the generic expression.

This Anaplan tool was discontinued in November 2022. 

A business partner is a commercial entity with which another commercial entity has some form of alliance. This might be a legal arrangement or could be a looser, more casual arrangement. 

Capitalize when referring to a specific business partner or to Business Partners as people. When referring to the role itself, use lowercase.

An activity that coordinates the behavior of people, systems, information, and other efforts that support a specific business strategy. 

Not capitalized. 

The activities of discovery, modeling, analyzing, measuring, improving, and optimizing business processes. 

Spell out in first usage with the acronym in parenthesis. Use the acronym alone in subsequent uses. 

An onscreen object that users select to cause something to happen, such as downloading a file, changing a screen, or submitting data. Buttons typically have brief explanatory text on them rather than an icon. 

A collection of resources to help potential customers make purchasing decisions. Available for Sales (SPM); Supply Planning; Demand Planning; Incentive Compensation Management (ICM); Sales and Operations Planning; and Planning, Budgeting, and Forecasting. 

Note position of apostrophe, initial caps, and the presence of an ampersand that is inconsistent with the spelled out non-Buyer's Kit expression in some acronyms . 

The highest level of executive management, including CEO, CTO, COO, CFO, CMO, CHRO, etc. Often used interchangeably with C-suite. 

Note capitalization and hyphen. 

The highest level of executive management, including CEO, CTO, COO, CFO, CMO, CHRO, etc. Often used interchangeably with C-level. 

Note capitalization and hyphen. 

A mathematical determination of the size or number of something. The mathematical determination of the size or number of something. You can calculate a cell value using Anaplan functions. 

Lowercase unless beginning a sentence.

The UI label for a dropdown in the Model Calendar tab of the Time pane that enables users to set the type of calendar for the model. 

Use sentence case to refer to the feature.

Capital expenditure or capital expense is the money an organization spends to buy, maintain, or improve its fixed assets. 

Not CAPEX, capex, or Capex per the 9/22/22 Content Collaborative meeting. 

A card is a component in the UX that page builders can create and add to a page. 

The Card configuration panel in the User Experience opens on the right-hand side of Board designer, Report designer, or Worksheet designer. Page builders use this panel to configure the settings for cards. 

Deprecated. This was a wizard that enabled page builders to design cards. They now design cards in Page designer using a panel on the right. 

See Card configuration panel.

Page builders can save cards to the card template library to be reused on different pages. Card template library is also a sub-header in the Card configuration panel. 

A UI function for adding pages with shared attributes to specific groups as an organizational aid.

A collection in which users can organize pages within Anaplan.

The data that displays when you choose Show history from the context menu of a cell in a grid. 

An unlabeled field in the top right of a module that displays additional data about a cell. For example, the cell might be formatted to only display a value to two decimal places but the value includes further decimal places. The additional data displays in the cell value details field, accurate up to 15 or 167 decimal places. 

A centralized governing body dedicated to ensuring scalable and successful implementation of Anaplan to execute on strategic objectives and achieve desired business outcomes. A Center of Excellence is the foundation needed to ensure successful use of the Anaplan platform to enable true Connected Planning.

For first usage, spell out in title case,  the acronym alone in subsequent uses. 

A trusted entity that issues digital certificates, which are data files used to cryptographically link an entity with a public key. Not specific to Anaplan. 

Spell out in title case on first usage with the acronym in parentheses, the acronym alone for subsequent uses. 

A list of digital certificates that have been revoked by the issuing Certificate Authority (CA) before their scheduled expiration date and that should no longer be trusted.

Title case and spelled out on first use with the acronym (CRL) in parentheses. CRL for subsequent use. 

The request a user submits to a Certificate Authority (CA) to procure a certificate. 

Spell out on first use in title case with the acronym in parentheses, the acronym alone for subsequent use. 

A Certified Master Anaplanner (CMA) is someone who's earned the highest technical certification level in the Anaplan ecosystem. A CMA is in the top 1% of people who use Anaplan, and they combine industry knowledge with technical expertise to lead transformations in their businesses. 

Use title case. 

Spell out on first use. You can include the initialism CMA in parenthesis after the first use of the term in body copy: Certified Master Anaplanner (CMA). Use the full term in titles and headers without the initialism.  

Please note: We're in the process of reviewing use of the word "master" in this context as it has racist and gendered connotations.

A certificate hierarchy that enables users to verify the validity of a certificate issuer.

Title case. Note that "of" is not capitalized. 

A menu option in the worksheet context menu in the User Experience. 

Use lower case when describing the feature. 

A card in the User Experience that displays a chart configured by a page builder. 

Lower case when referring to the feature. 

An option in the Help menu that displays within a model. 

A square UI element that users can select or deselect to input a true or false value in the UI. You can format a line item as a Boolean and this will display as a checkbox, but only refer to Boolean to identify the data format and the UI label you select. 

See also Boolean.

The name of Google's cross-platform web browser.

As a proper noun, Chrome is always capitalized. When describing the electroplated metal, do not capitalize. 

Where a series of formulae mean that a cell's new value depends on its current value. This is not valid within Anaplan.

Classic is an internal-only term to describe the original User Experience interface. Use "dashboard" instead of "classic dashboard."

The original storage and calculation engine used, along with Hyperblock™, for multidimensional storage and “what-if” calculation. Classic Engine works well with densely populated data sets.

Always use title case.

See also Polaris. 

Avoid when possible, as this term suggests mouse usage, which may not be applicable for people using other input methods or assistive devices. Better to write a link with descriptive words that suggest what the customer will see/where they will go when they select the link. 

Any electronic data or materials provided or submitted by a customer or authorized users to or through the Anaplan platform for processing, and the output and modifications to that data obtained from such processing.

In legal documents, always use title case.

Preferred modifying term over SaaS. Do not capitalize. The cloud refers to servers that are accessed across the internet and the software (such as the Anaplan platform) that runs on those servers. Cloud servers are located in data centers around the world, so companies accessing cloud-based technology don't have the applications on their local devices, nor must they maintain the servers, which saves money, IT expertise, and time.  

Cloud software that runs all of the Anaplan services.

Preferred modifying term over SaaS. This expression means that the tool or software was designed to work on the cloud, not adapted from localized tools or software to work on the cloud. 

Do not capitalize. Note hyphen.

Preferred modifying term over SaaS. This expression means that the software was designed to work on the cloud, not adapted from localized software to work on the cloud. Like with human languages, removing the translation step makes a more accurate and smoother application.

Do not capitalize. Note hyphen. 

An Anaplan API that, integrated with Google’s BigQuery, aggregates data from multiple sources to bidirectionally automate processes (such as add, edit, patch, delete, etc.). Integration administrators can select from the Application menu to launch CloudWorks. 

Note camel casing, spacing, and trademark bug. 

Certified Master Anaplanner. Someone who has earned the highest technical certification level in the Anaplan ecosystem. They are in the top 1% of people who use Anaplan, and they combine industry knowledge with technical expertise to lead transformations in their businesses. Please note: We are in the process of reviewing use of the word "master" in this context as it has racist and genderist connotations.

Include in parenthesis after first usage of spelled-out Certified Master Anaplanner. 

A prefix meaning together, with, joint or jointly, associated in an action with another, fellow, or partner.

Use a hyphen when the expression deals with a person's occupation or position. 

Working together to produce or create something. In the Anaplan sense, working with other lines of business to better see the best interests of the entire business. Not an Anaplan term.

See also Anaplan Collaboration (an Anaplan tool). 

A type of chart that page builders can add to pages in the user experience (UX) and that workspace administrators can publish to dashboards in models. 

Use lowercase when you refer to the feature.

A type of chart that page builders can add to pages in the user experience (UX) and that workspace administrators can publish to dashboards in models. 

Use lowercase when you refer to the feature. 

The Anaplan Community is a destination for connection, collaboration, and education through discussion forums, user groups, persona hubs, experiences, and more, for our community of customers. 

Avoid using "Community" alone to refer to the Anaplan Community.  

Always use title case. 

Any object in a model, such as a module, list, dashboard, or chart. Use "component" rather than "object" as the generic or collective term. 

Use lowercase unless starting a sentence. 

Components can also be an element‚ chart, table, or text in the PowerPoint add-in. See Components (capital C) for the UI label.

A UI label in the PowerPoint add-in. 

Use lowercase without bold when referring to the feature. 

See also component (lowercase C).

A hierarchy of lists that a workspace administrator can create by assigning each child list to a parent list. 

Also called a composite list.

Not a UI label, so no bold or capitals.

Composite lists are also referred to as composite hierarchies or hierarchy lists.

Not a UI label, so not capitalized or bold. 

A feature in the User Experience and models that enables users to color-code cells based on a set of rules that they define. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label with title case. 

(adj.) Possible to set up for operation in a particular way. 

Use in place of customizable, which seems to worry IT departments. 

Do not use bespoke, which means custom made, not customizable. 

A UI label in design mode for a worksheet in the User Experience. Page builders can select this to configure settings for toolbar actions. 

The Anaplan branded version of what Gartner calls "extended planning and analysis (xP&A)."

Both words are always initial capitalized. Do not hyphenate when used as a compound modifier. 

The Anaplan platform is a Connected Planning offering. Connected Planning is a synonym for the Gartner term "extended planning and analysis (xP&A)" as the Anaplan branded version.

Connected Planning is always initial capitalized, platform is not. 

Replaced by Anaplan Live! in 2022. (Note: Two words, title case, exclamation point.) 

Always spell out in first usage with acronym (CPX) in parentheses, acronym on further use. The annual hands-on event for Anaplan's customers and potential customers to learn about the capabilities and hear stories of how Anaplan changes the way business is done. 

An Anaplan API that facilitates electronic signing processes, such as transactions and contract negotiations. Includes time and change tracking and makes it possible to share information about workflows and tasks inside and outside the organization.

Note title and camel casing.

A tool that allows running Anaplan actions without waiting for batch files. 

Note title casing.

An alternative to Anaplan Connect for designing and configuring integration solutions from Anaplan to other applications, such as a database, Salesforce.com, a CSV file, or other MuleSoft connectors.

Note title and camel casing. 

An Anaplan API that verifies data exported using Microsoft Power BI. It runs data integration APIs, loads export actions from Anaplan models to Power BI, displays unarchived models, and refreshes data on a schedule in the Power BI reports.

Note title and camel casing. 

An option available in the Anaplan Help menu that lets users send an email to the Anaplan Support team. 

Always capitalize Support because it's the name of a team at Anaplan. 

A pane in models that displays the modules, dashboards, and views that a user can access, based on their role. 

Also the UI label for the pane. 

A UI component in the User Experience (UX) enabling a user to display more than two dimensions on a grid. 

Note that the equivalent feature in models is called a page selector. A page is a specific component in the UX; context selectors enable users to select the context of data on a page and do not enable users to select UX pages. 

A menu option in the context menu of module grids that enables users to copy data from a grid cell or cells. Also a button in the Model Management dialog box.

A feature on dashboard and module grids enabling users to copy data from a selected cell to the cell horizontally next to it. 

An action that workspace administrators can set up in a model to copy an item and its children to the same or a different parent. You can run this action from a dashboard in a model. 

A feature on dashboard and module grids that enables users to copy data from a selected cell to the cell vertically down from it. 

An entity that is treated as a person in the eyes of the law. Avoid use, because it's formal and legally specific. Use company or organization instead.

COVID-19 is a deadly virus that hit the world as a pandemic in 2020, causing most countries to lock down businesses, public transportation, and public gatherings. There have been many variants by August 2022, and although it is nearly reduced to endemic status at the time of this writing, people around the world are still contracting it, getting sick, and dying. 

COVID is an acronyn for "COronaVIrus Disease" and is all caps. Using the "-19 is optional, unless another form of the disease requires a different name and it's required as a differentiator. The number represents the year in which the disease was first identified. 

Replaced by Anaplan Live! in 2022. (Note: Two words, title case, and exclamation point.) 

The Connected Planning Xperience. Note missing "E" in the third word. The annual hands-on event for Anaplan's customers and potential customers to learn about the capabilities and hear stories of how Anaplan changes the way business is done. 

Always spell out in first usage with acronym (CPX) in parentheses, acronym on further use.

An action that workspace administrators can set up in a model to create a new item in a numbered list. You can run this action from a dashboard in a model. 

A button in the User Experience that users can select to create a new page in an app.

A UI label that displays on the Apps screen.

Certificate Revocation List. A list of digital certificates that have been revoked by the issuing Certificate Authority (CA) before their scheduled expiration date and that should no longer be trusted.

Spell out on first use, followed by the acronym in parentheses. CRL for subsequent use. 

Current period is a dropdown in the Time pane that enables users to define which period is current. 

Enables page builders to design a new view without having to open and edit the source module. 

The organization that licenses the Anaplan platform. "User" is an individual at the customer site who uses the Anaplan platform. Do not use client.

Deprecated as a UI label for the dropdown that enabled users to switch tenants. We no longer refer to tenants as customers, and this no longer displays in the UI. See tenant.

(v.) The act of reducing something, typically expenditures. 

See also cutback.

(n., adj.) An instance of deduction. 

See also cut back. 

Acronym for anyone in the C-suite. Use only in tweets and tight places.

Note the lowercase X. CXO in all caps refers to the chief experience officer. 

A model component to which workspace administrators can publish module views, charts, actions, and other illustrative elements. Non-workspace administrators cannot access other model panes, so data must be published to a dashboard in order for them to view or interact with it. 

An individual item on a dashboard such as a grid, chart, or text box. 

A container for historical data that is used by a forecast model, which can include supporting data sets. The forecast model analyzes patterns in the data collection and learns from them. 

The Data Hub is an Anaplan synchronization app storing Master Data (such as Product Hierarchy, Customer Hierarchy, etc.) that is common across multiple apps. 

Two words. Capitalize both words. 

A data set (two words), is a collection of information in which the various component pieces of the collection are treated as individual elements. For example, the line items in a table are part of a collection of data – a data set – and each line item is treated separately from the other line items in the table. A data set (two words) is the source of information for query results. 

By contrast, a dataset (one word) is a collection of information that is treated as a unit by the technology. For example, when creating relationships between tables in a relational database, all of the data in each table is connected to other tables as a single unit – a dataset – rather than as individual elements. 

The Content Collaborative agreed on these definitions during our meeting on July 14, 2022. 

Deprecated. 

Per Content Collaborative meeting in March 2022, use "datasheet," one word, not capitalized. 

A UI label and feature on models. Workspace administrators use data tags to group related information in a model.

A document that provides technical details about a product to facilitate buying decisions. 

A UI component for selecting a date. 

The dimensions automatically included in all models at creation: Organization, Time, and Versions. 

In the Anaplan UI, users can select Delete to remove data, items, users, and certain model and app components. 

An action that workspace administrators can set up in a model to delete an entire branch of a list hierarchy or the immediate children of a parent item. You can run this action from a dashboard in a model. 

An action that workspace administrators can set up in a model to automate deletion of items from lists. You can run this action from the Actions pane or a dashboard in a model. You can also run it in the User Experience as part of a process. 

Deployed mode is a model mode that blocks any modifications from being made to a model’s structural information. Deployed is also a UI label that users select to enable this feature. 

In the User Experience, a field that page builders complete to add a tooltip to a card.

The mode in which a page builder can make changes to a page. 

Also dialog box. A UI component that requires user interaction and sits on top of the page content. UX designers tend to use the word modal.

If there is more than one step, describe the interface as a wizard.

See also modal.

Preferred as an adjective (digital processes) but acceptable as a noun. 

Lowercase north, south, east, and west (for example, "go north") unless it's the proper noun for a region (for example, the Northeast) or part of a country's name (for example, Northern Ireland or South Korea). 

DocuSign is a brand name and the UI label that users select to integrate Anaplan with DocuSign. 

Always apply the brand capitalization for DocuSign (camel casing). 

An integration tool enabling customers to email DocuSign documents populated with Anaplan data. 

Note camel case.

Rewrite if possible to avoid this negative contraction and put the focus on what the customer can do.

A type of chart that page builders can add to pages in the User Experience. 

Use lowercase unless it is a UI label, in which case, use sentence case and bold. 

(v.) To relocate an object (on the desktop) by clicking on its icon or file name, keeping the mouse button depressed and moving the cursor to the new location, and then releasing the button to locate the object in its new place.

(n.) To move the folder using the drag and drop technique. 

See also: (adj.) drag-and-drop.

(adj.) Hyphenate only when used as an adjective. 

Do not hyphenate in the imperative (when it's a verb). 

A feature in models and the User Experience (UX) that enables users to open a cell and view the formula or summary used to calculate the cell value. The data cells and values used in the calculation also display.

Always use two words as a verb phrase or when used as a modifier. 

See also: Drill to transaction.

A tool in models and the User Experience that enables users to analyze the transaction data from a summary module's source module. 

See also: Drill down

A UI element that unfurls downward to display a list of user-defined items that can be selected. Refers to the dropdown menu function in the UI. 

One word as both a noun and an adjective. No hyphen.  

Dynamic Cell Access (DCA) provides the ability to dynamically control read-only or write access to cell (line item) data‚ for all users or on a per-user basis module.

Spell out in title case on first usage with parenthetical abbreviation (DCA), DCA alone in subsequent usages. 

Not eCommerce or ecommerce. 

Capitalize if the first word of a sentence: E-commerce.

Use "for example" instead (the English translation of the Latin "exempli gratia"). If you must use it, lowercase with periods, always followed by a comma unless at the end of a sentence. 

Avoid Latin abbreviations as they are not localization- or translation-friendly. See also i.e. 

The phase of product release to limited customers before general availability (GA). 

Not Ebook, ebook, e-book, or E-book. This is a strong preference from Marketing, who are the main users of the term. 

To alter, adapt, or refine, especially to bring about conformity to a standard or to suit a particular purpose.

A UI label in both the User Experience and modeling.

(v.) To cause. 

(n.) The result of some action. 

See also affect. (Here's a tip: effect = end result, affect = action).

Not e-Learning, e-learning, or elearning.

A person who manages encryption keys and does not have model or workspace access to workspaces or models. 

Use lowercase (an encryption administrator) when writing about the general concept. Use title case when writing about the specific role (the Encryption Administrator). 

Use the abbreviation "Encryption Admin" as a model role name in the platform.

Synonymous with business user: the person who interacts with the software. No hyphen. 

Also a toolbar in the UI.

(n.) A key on a keyboard that users can press to input data or create a new line of text. 

(v.) The action of a user inputting data into a cell or field. 

(proper n.) A type of customer subscription. Capitalize only when the subscription type is meant. 

(n.) Any large, complicated, or risky project. Do not capitalize.

EPM provides management insights about operations across all facets of a business. Specific to financial activities in the office of the chief financial officer, EPM also supports financial planning and analysis (FP&A).

Spell out in lowercase on first use, then provide the acronym in parentheses. Use the acronym for subsequent uses. 

A function that controls the features to which a customer has access. Avoid, as it has negative connotations. 

Rewrite to "entitles," if possible. 

A UI label in the User Experience that enables users to define filter rules for when the value in a cell is the same as a defined parameter. 

Use everyday (one word) when something is mundane and ordinary. 

Use every day (two words) when something happens on each – or most – of the days of the week.

A tool that accesses data from Anaplan modules and saves views in Microsoft Excel. You can use the Excel Add-in to extract information to Word and PowerPoint.

Note that "add-in" is always hyphenated. Capitalize "add" when preceded by "Excel," but use lowercase when talking about add-ins generally. 

Note that Microsoft products use Add-in and Google products use Add-on.

To send data to another part of the application or to another application altogether. 

Also, an option on the Data menu of modules that enables users to move information.

Gartner created the term "extended planning and analysis (xP&A)" in 2021 to describe a software-as-a-service (SaaS) offering that provides interconnected organization-wide planning tools. Connected Planning is the Anaplan branded version. 

Frequently asked questions. Not F.A.Q., faq, or FAQs. Do not spell out, ever. 

Always verify that the FAQ is necessary and not a stop-gap solution. If a page of questions and answers is deemed in the customers' best interests, consider the term Q&A instead. 

It's best to revise to avoid needing the indefinite article because there are pronunciation variations: Pronouncing each letter (eff-ay-kyoo) takes "an" as a indefinite article (and is an initialism) and pronouncing the combined letters as a word (fack) takes "a" as an indefinite article (and is an acronym). 

A panel in Home that displays a list of models tagged by the user as the ones they use most frequently. 

The state or degree of being easily or conveniently done. 

In programming, unlike optimality (meaning countable or uncountable results), feasibility offers a possible solution to a problem with no distinct objective, a variable, or one or more constraints.

Applies to countable nouns, such as attendees, chairs, or coins. 

See also less.

A type of card that page builders can add to pages in the User Experience that enables users to enter a value.

Capitalize the acronyms (such as MP3, PDF, or JPG) for the file type, not the file name extensions (such as .mp3, .pdf, or .jpg). 

For extensions, don't use "file extension" (just "extention") and lowercase the letters after the period. 

The unique name of a digital document. 

Use two words as an adjective or a noun when referring to the name of a file. Don't hyphenate. 

As a programming term, it's usually all one lowercase word or an initial-capped camel case single word.

A programming term for a property that identifies a unique file. One word when referring to a programming term. Sometimes an initial-capped camel case single word.

Use two unhyphenated words as an adjective or a noun when referring to the name of a file. 

The name for the type of file that appears after the dot in a file's name. Refer to a filename extension instead of a file extension. 

Filename extensions should be in lowercase and preceded by a dot (.pdf). 

If you're referring to the file type within your copy, use the abbreviation in all caps (PDF, CSV). In most cases, you don’t need to spell out on first occurrence. For the plural form, add a lowercase s (PDFs, JPGs).

A way of limiting the results in a display. 

Also a feature in User Experience and model grids that enables users to limit the data that displays. 

A financial plan outlining the revenues and expenses over a period of time.  

Spell out in lowercase on first use with parenthetical acronym, acronym alone after that. 

The ways that a company manages and monitors financial results across an organization. Also known as corporate performance management.

Spell out in lowercase on first use with parenthetical acronym. Use the acronym alone after that.

Indicates planning in the context of a finance department. Do not use finance planning.

A set of planning, forecasting, budgeting, and analytical activities that support a company's major business decisions and overall financial health.

Spell out in lowercase with parenthetical acronym in first use, acronym alone after that. Use the ampersand only in the abbreviation.

A range of economic services provided by the finance industry, encompassing a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance, and capital markets.

Spell out in lowercase on first usage with parenthetical acronym, acronym alone in subsequent uses. 

The Find feature enables users to discover data tags. Also the name of a component used to search for information within an environment. 

When used as a verb, use lowercase. 

Distinguish from FIND, the calculation function, which should always be written in all-caps.

Flat lists are simple one-dimensional groups of items in the User Experience, with no hierarchy. Each item in the list has the same relative value. 

Do not use "the following" to suggest that someone read a bulleted list or act on procedural steps. Instead, be more direct. 

Forbes Global 2000 (G2K) is worldwide and includes only public companies. Fortune 500 includes only U.S. public and private companies.

No TM after Forbes 2000 and no italics. 

The list of current Forbes Global 2000 companies is here: https://www.forbes.com/lists/global2000/?sh=614301145ac0 

One word. 

(n.) A projection or estimate of something that will or might happen in the future. 

(v.) To calculate or predict a future event or condition, usually as a result of study and analysis of available pertinent data.

Forecast is the UI label for one of the two default versions in Anaplan: Actual and Forecast. Forecast displays as a UI label in the Versions pane in models. It's also an option to select in the Add version formula dialog in Blueprint. This dialog enables workspace administrators to select a line item formula to apply only to the Forecast version.

Use lowercase when the word forecast is an abstract noun or adjective.

The length of time into the future for which the forecast generates predictions. The maximum forecast horizon depends on the length of the historical data and the selected algorithm. 

The frequency of the predictions applied to the forecast. The frequency is taken from the time scales used in the data collection set up (that is, from the historical and related datasets). 

The forecast time interval can be daily, weekly, or monthly. 

A method of measuring forecast performance. 

Spell out in lowercase on first use with parenthetical acronym. Acronym alone after first use.

To predict or estimate a future event or trend. Does not mean or imply financial forecasting unless talking specifically about financial forecasting.

Fortune 500 includes only U.S. public and private companies. Forbes Global 2000 (G2K) is worldwide, but includes only public companies. 

No TM after Fortune 500 and no italics. Never use a higher number than 500. 

The list of current Fortune 500 companies is here: https://fortune.com/fortune500/ 

Without cost, and also unobstructed, unrestricted, and unimpeded. Avoid using in email subject lines or display copy, as it can trigger spam filters.

The category or categories used to organize modules, dashboards, and views into groups based on the model role.

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label with title case. 

Gigabyte. A memory measurement. 

Spell out unless used with a numeral. Do not make the acronym plural. 

Use a space after the number and capitalize both letters. 

The phase of product release to all qualified customers. 

Note title casing. 

The area in Models where modelers create and maintain lists of items in a model, excluding Time, Versions, Users, and line items.

Line items are also technically lists, but they function differently from general lists, so refer to them by their feature name and not as lists.

A timescale setting that allows combining a specified number of weeks to represent a measurement of time, such as 52 weeks is a year four or five weeks is a month. 

Note sentence case.

A menu item in the Help menu within a model. When users select this, a new tab opens and displays the Anaplan Community.

The world's largest public companies based on Forbes research. Not G2K or Global 2K. 

To confirm that a company is on the list, check the official Forbes site (https://www.forbes.com/lists/global2000/(opens external page)).

A region of the user interface reserved for buttons, links, search bars, or any other design element. Provides consistent navigation throughout the Anaplan platform.

(n.) Hyphenated "go-live" is roughly analogous to "opening day." It is the day software or another product becomes available to the general public or qualified customers. 

(adj.) Hyphenated "go-live" plus a noun is a compound adjective, providing a description. 

(v.) Unhyphenated "go live" is a directive or a verb/adjective description. 

A connectivity tool to Google's spreadsheet application for analysis, reporting, and collaborating that allows transfer of information between Anaplan and Google Sheets.

Note that Google products use Add-on and Microsoft products use Add-in.

Note title casing, spacing, and hyphen when preceded by the product name. 

Use lowercase when talking about add-ons more generally.

A mathematical expression that denotes inequality between two things. 

A UI label in the User Experience that enables users to define filter rules for when the value in a cell is greater than a defined parameter. 

A mathematical expression meaning that one value is more than or the same as another value. 

A UI label in the User Experience that enables users to define filter rules for when the value in a cell is greater than or equal to a defined parameter. 

The rows and columns that display data in a module view. Views can be displayed as grids on a dashboard or page, as well as in the module itself. 

Grid is also the UI label for a grid card. 

A page component in the User Experience that displays grids. 

Note that grid card is lowercase when referring to the feature. 

A sprint-like design event at which computer programmers, graphic designers, interface designers, product managers, project managers, domain experts, and others collaborate intensively on software projects.

Not capitalized unless at the beginning of a sentence, no hyphens.

(v.) To fix data or parameters in a program in such a way that they cannot be altered without modifying the program. 

Always hyphenated. 

UI label for accessing support options from within Anaplan.

An option on the Anaplan UI that reduces the number of items displayed temporarily. 

A feature in the User Experience that synchronizes data items across grids by hierarchy. 

A pane in models by which workspace administrators can view a record of the changes made to a model. Also the heading of a dialog that launches in modules when you select Show History from the context menu. 

The module history displays changes to the selected cell or cells in a module. History enables workspace administrators to roll the model or module back to previous versions of a module.

Use lowercase when you refer to history as a simple noun. 

A sub-feature of Breakback that enables you to lock values in certain cells, so that changes across all cells do not affect the values in the locked cells. 

Also a UI label in the sub-menu that displays when you select Breakback from the context menu. 

Use lowercase for the verb.

A Home page is the first screen on any website. It's where people learn about the website or product, log in, and navigate to other pages on the site.

The Anaplan Home page displays the models, pages, and apps users can access. 

Home is also UI label in the Application menu that users can select to navigate to the Home page. 

Note that homepage (one word) is a deprecated term.

Deprecated in favor of Home page (two words). See Home.

Deprecated name of the annual international gathering of Anaplan customers, in favor of Connected Planning eXperience (CPX), which has also been deprecated in favor of Anaplan Live(!).

Should be capitalized as shown; never shortened to HCTY or H2U.

Not hypergrowth, although some publishing entities use it. (This term is not in AP or Merriam-Webster as of September 2022.) 

Hyper-growth is a phase of rapid expansion where companies experience a compound annual growth rate or CAGR of 40 % or higher.

Anaplan's proprietary calculation engine for business process management (BPM) scenario planning. It is a scalable, multi-dimensional, in-memory technology for handling trillions of cells for thousands of users across multiple models using either Polaris or Classic Engine.

Not camel case. Use the registered trademark bug on first usage.

A premium product support service from Anaplan that monitors customers' systems. 

Note camel casing.

Short for HyperConnect powered by Informatica Cloud.  An integration solution using Informatica Cloud to provide an additional extract, transform, and load (ETL) tool for integrating on-premises and cloud applications. Available through the Anaplan Connector for Informatica Cloud.

Also called HyperConnect powered by Informatica.

Note camel casing and lowercase "powered."

Use the full name on first usage, HyperConnect after that.

An integration solution using Informatica Cloud to provide an additional extract, transform, and load (ETL) tool for integrating on-premises and cloud applications. Available through the Anaplan Connector for Informatica Cloud.

Also called HyperConnect powered by Informatica Cloud.

Note camel casing and lowercase "powered."

Use the full name on first usage, HyperConnect after that.

Use Anaplan HyperModel with the trademark bug on first use, HyperModel alone on second use. Extends multidimensional modeling capabilities across functions (HR, finance, supply chain, and sales). 

Note camel casing and trademark bug. 

Use "that is" (the English translation of the Latin "id est") or "in other words" instead. 

If you must use it, lowercase with periods, always followed by a comma unless at the end of a sentence. Avoid Latin abbreviations as they are not localization- or translation-friendly. 

See also e.g.

A UI component that consists of an identifying symbol, such as a question mark for Help or a house for Home. Icons are often links, but they're distinct from buttons in that they do not visually mimic a physical button when selected. 

See also button.

Avoid this phrase because it sounds like we're reluctant to do something the customer wants.

A page component in the User Experience that displays images. 

A computer folder devoted to incoming email. A metaphor for a literal box that sat on an office desk. 

Use lowercase unless it's the name of a file (a proper noun).

The strategic use of incentives to drive better business outcomes and more closely align sales rep behavior with the organization's goals.

Spell out in first usage with parenthetical acronym. Use the acronym in subsequent mentions. 

A column in Line item subsets within a model. You can select in this column to include new items in the subset automatically as items are added later. 

In a range of nested dimensions, makes the same set of items visible for all the items in the outer-most dimension. 

Use instead of "indices" per AP Style and Merriam-Webster's first choice.

Information fed into a data processing system or computer; also a concept or idea that is mentioned during a discussion, such as advice, opinions, or comments. A singular and plural noun that never has an S on the end unless as a third-person present tense verb conjugation. 

Indicates values necessary for computing a solution, including any constraints. Also, a verb phrase to describe the process of adding data to a module.

(n.) A toolbar icon in Models that enables users to add new lists, list items, versions, and functional areas. 

(v.) To put in or introduce something into something else. 

An option in the context menu for grids in the User Experience. When selected, a dialog opens enabling users to add items to a list. 

A panel in the UI providing users with additional information on a worksheet. 

Use sentence case when referring to the feature. 

See also Additional insights.

The number of actual users for a system or service.

Spell out in lowercase with the acronym in parentheses for first mention, and the acronym alone for subsequent uses.

A linear program in Optimizer where variables are constrained to integral values (whole numbers). 

Use lowercase.

A process for aligning a company’s business goals with its finance, supply chain, marketing, human resources, sales, and other operational functions. 

Spell out on first usage and then parenthetical acronym. Use the acronym for subsequent mentions. 

An AI-based planning function. Not Anaplan-specific. 

Note title case. 

A subordinate certificate issued by the root certificate authority (CA) to issue end-entity server certificates. This results in a certificate chain that begins with the trusted root CA through to the SSL certificate that is issued to the end user.

Note title casing. 

A private network inside a company or organization that is for internal use only. At Anaplan, The Barn, the Anaplan Design System (ADS) and the tool on which you're reviewing this Word list, and Workday are examples of tools on Anaplan's intranet. 

Not capitalized.

An option you can select as part of a filter rule in models. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label as lower case.

Note that this is different from the calculation function ISBLANK, which should be written in all caps.

An option you can select as part of a filter rule in models. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label as lower case. 

An option you can select as part of a filter rule in models. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label as lower case.

Note that this is different from the calculation function ISNOTBLANK, which should be written in all caps.

An option you can select as part of a filter rule in models. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label as lower case. 

Avoid use - this is an empty modifier. It neither adds emphasis nor diminishes the noun it modifies. It does not mean "exactly."

Critical data or indications of progress toward an intended result. 

Spell out in lower case on first usage with parenthetical acronym. Use the acronym alone for subsequent mentions.

A menu item in the Anaplan Help menu that links to a list of keys or key combinations you can choose on your computer's keyboard to perform a variety of tasks. These shortcuts are often faster than using a mouse and allow the dominant mouse-working hand to relax. 

A repository of security certificates used in encryption. 

One word, lowercase.

Not listed in AP or Merriam-Webster in September 2022, and various businesses choose initial caps, camel case, and all lowercase--there is no clear spelling yet. 

(v.) to begin. 

See also kick-off (adj.) and kickoff (n.). 

(adj.) Describes a certain type of meeting or activity, usually at the start of a project or event. 

See also kick off (v.) and kickoff (n.).

(n.) The beginning of something. 

See also kick-off (adj.) and kick off (v.).

A card that enables page builders to add key performance indicators (KPIs) to a page.

Applies to singular mass nouns and uncountable nouns, such as water, gravity, love, and people (in crowds).  

See also fewer.

Apply force or pressure in order to gain something; to use to maximum advantage.

A cell containing data or the results of a calculation. Line items describe the characteristics of a dimension.

Two words, neither capitalized. 

Lists are a dimension, like Time and Versions, in a model. Model builders use them to form rows, columns, or pages in modules so that they can group related items. See Anapedia for a description of each list type.

(v.) The activity of accessing an application or platform by entering a user name and password. 

(n.) The name for how a user crosses the threshold of an application or platform.

(adj.) A descriptor of a certain type of term or phrase used to access an application or platform. 

A button in the Models page and an option in the User menu in Classic models. Both launch the Model management dialog.

When title cased, a feature on the Anaplan platform. 

When lowercased, a type of business intelligence that helps managers oversee operations and performance through reports. Not an Anaplan expression.

When lowercased, a type of business intelligence that helps managers oversee operations and performance through reports. Not an Anaplan expression.

When title cased, an Anaplan feature. 

See also Anaplan Management Reporting.

The technologies and services for solutions that provide access to insights, help analyze data, make predictions, and optimize marketing programs, campaigns, and resources. MPM includes a data repository, BI tools, and analytical workbenches as well as role-based access to information and KPIs through dashboards, visualization, point-and-click analysis, modeling, simulation, and optimization.

Spell out on first use in title case, followed by the acronym in parentheses. Use the acronym alone after that.

A category of marketing technology for consolidating resources, such as processes, operations, content, workflows, and information, into a single system to support marketing campaigns and programs.

Spell out in title case on first use, followed by the acronym in parentheses. Use the acronym alone after that. 

Megabyte. A memory measurement. 

Spell out unless used with a numeral. Do not make the acronym plural. 

Use a space after the number and capitalize both letters. 

A part of product design, a menu is a UI element displaying static options that can be selected by the user. Menus drop down from UI label, button, or icon in a toolbar or navigation bar.

Microsoft’s enterprise resource planning (ERP) and customer relationship management (CRM) tool. Usually combined with Anaplan for Sales to span account segmentation, territories, quotas, sales capacity, incentive programs, and more.

Note initial caps and spacing.

A UI component that requires user interaction and sits on top of the page content and is a synonym for dialog or dialog box. 

See also dialog.

An acronym for Model Analysis Proactive Solutions, a feature that Customer Success uses to review the architecture (structure) of customers' models.

Spell out with initial caps and parenthetical acronym, and use acronym alone on subsequent mentions.

Example: Contact the Customer Success team to learn more about our Model Analysis Proactive Solutions (MAPS).

A user with workspace administration privileges who creates and modifies models.

Lowercase.

There are many model roles that have specific titles in the Anaplan platform. Note that these are in title case, that Admin is abbreviated, and that these are only a sample of the possible names. 

• Encryption Admin
• Integration Admin
• Page Builder
• Process Owner
• Tenant Admin
• Tenant Auditor
• Tenand Security Admin
• User Admin
• View Admin

The header for a dialog that enables users in the new modeling experience to search for model components within a model. 

The single L gerund or present participle is preferred in American English and the two L version is preferred in British English. 

Use American English unless the audience is exclusively British English speakers. 

An element comprised of line items, timescales, list dimensions, and pages in an Anaplan model. Users can locate modules in the Model settings. Users can insert, copy, delete, and reorder the modules and functional areas, see an overview of all the line items in a model, and make amendments to those line items.

Lowercase. 

For U.S. dollars, Euros, and UK pounds, the symbol is placed before the number ($100, €100, and £100). Japanese yen and Chinese yuan have the symbol after the number (100¥). For Swiss francs, the initialism gets placed after the number (100CHF). 

In other languages than English, this order can vary. 

Using two or more paths for transmission or processing. 

Looking at data from several dimensions. 

The UI label for the option that allows personalizing a user account.

Not hyphenated, per AP Style and Merriam-Webster. Be sure that it's absolutely clear which nation you're referring to.

A UI label for the menu in the Actions pane of a model that enables users to create new actions. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label with title case.

The field in which users enter a new name for a category.

An option for users to use the new model navigation interface rather than the Classic interface. There are additional productivity tools in the NMX and it’s faster than Classic. (Classic is supported in the NMX.) A new product in 2020.

Use title case with parenthetical acronym on first usage. Use the acronym for subsequent uses. 

This is not a product name, just a comparative term for the "newer than Classic" interface. 

New should not be capitalized. 

A person with the Anaplan administrator role who does not have administrative privileges over workspaces. 

Notifications is a pane where information and alerts are displayed. In the User Experience, the Notification button launches the Notification designer. 

Not controlled by or directly connected to the internet. 

No hyphen. 

Differs from multichannel in that multichannels only include some possible avenues and omnichannels include all or most avenues for sales and marketing. 

Do not use as a noun, but rather add a noun for clarity; for example "...the movement to omnichannel shopping..."

Use as a noun to describe the method by which we deliver certain training courses.

For marketing collateral, "On Demand" is capitalized in titles but not in body copy.

If you use the term as an adjective, it's hyphenated: Anaplan now offers 50 on-demand training courses.

(n.) Software is installed and runs on computers on the premises of the person or organization using the software, rather than at a remote facility. 

Not on prem.

AP Style finds "on premises" to be more grammatical than "on premise" in most cases. 

See also the adjectival form, on-premise. 

(adj.) Describes the location of software or hardware as on the organization's facility rather than somewhere remote. 

Not on-prem. 

AP finds "on-premises" to be more grammatical in some uses. 

See also the noun form, on premises. 

Industry jargon in supply chain. 

Spell out in lowercase, with hyphens, before using the acronym. 

See also on-time-not-in-full (OTNIF). 

Industry jargon in supply chain. 

Spell out in lowercase, with hyphens, before using acronym. 

See also on-time-in-full (OTIF)

Connected to the internet. 

No hyphen. 

An internet network protocol used to determine certificate status.

Note title casing. 

Spell out on first use, followed by the acronym in parentheses. Use acronym in subsequent references.

When used as a verb or adjective, do not capitalize unless it starts a sentence; for example, "to see the results, open a new tab" or "save any open workshops and then close Excel." 

As a UI term, Open (initial capped) is used in several places in Anaplan. In Models, Open is a menu item in Modules. It's also a toolbar item in Modules, General lists, Line item subsets, and Contents.

An action that workspace administrators can set up in a model to open one dashboard from another. This action can be run from a dashboard in a model. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label with title case. 

An optimal solution to a problem with an objective (such as lowest cost or highest profit), a decision variable, or one or more constraints.

In programming, optimality means countable or uncountable results.

A premium Anaplan service (requires opting in) that uses linear programming and algorithms involving thousands of lines of data to facilitate decision-making. Not currently available in Polaris.

Also an action that workspace administrators can select from the New action menu in the UI.

Capitalize the feature name. Use lowercase for the verb: to optimize.

An action that workspace administrators can set up in a model so they can organize a list to match the order set in a module. This action can be run from the Actions pane or a dashboard in a model. It can also be run in the User experience as part of a process. 

Use sentence case to refer to the feature, but note that the model interface currently displays the UI label with title case. 

In Models, an area in Contents where modules that are not assigned a functional area are placed. 

Note sentence casing.

Note caplitalization and punctuation. Use a space between the numeral and this abbreviation. Do not append a.m. or p.m. when using a 24-hour clock. 

In the User Experience, a field that users fill out with a unique and identifying title when creating a page. 

A UI component on a module or dashboard in a model that enables users to select a dimension to apply to the data on a grid. Note that the equivalent feature in the User Experience is called a context selector. The terms should be distinguished by using bold in documentation because a page is a specific component in the UX, so page selector means something else. 

This feature is not capitalized.

A large rectangular area within an on-screen window that contains information for the user.

Panes differ from tabs in that they do not have a graphic tab element and do not overlay other sections of the window. Panes can contain tabs and can also be part of a browser tab, but otherwise they're the largest subdivision of a window. 

A panel is a long, rectangular section of a window, thinner on one axis than the other. Panels typically display against one side of a window and include menu or configuration options. Panels can often be expanded or contracted and may overlay other window contents.

Do not capitalize in the flow of a sentence unless it is an awarded title, such as Anaplan's Partner program. 

Anaplan's partnering program, helping new customers learn what they will need before, during, and after installation. 

Note use of camel case. Do not add a space.

A planning, budgeting, and forecasting tool from Anaplan that helps customers select the best tools for their businesses. 

Note location of apostrophe, title casing, and the presence of an ampersand.

Doctorate of Philosophy. 

No periods unless at the end of a sentence.

Second and subsequent use of Anaplan PlanIQ™. A managed Anaplan service that uses statistical algorithms, artificial intelligence, and machine learning techniques to create accurate forecasts driven by internal and external events. Some customers combine PlanIQ with Amazon Forecast.

Note camel casing. Use Anaplan PlanIQ™ for first use (with the TM bug), PlanIQ for subsequent uses (without the TM bug). 

A three-step strategic planning process for determining and detailing an organization's long- and short-term financial goals. The process is usually managed by the finance department under the CFO's guidance.

Spell out on first use with parenthetical acronym, acronym alone on subsequent uses. 

An acronym used in modeling best practices, as described in the Planual. 

A guide to Anaplan model building. The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in the Planual produce the most efficient, usable, and scalable Anaplan models while dramatically increasing performance for models in all contexts. 

The Planual is located here: https://community.anaplan.com/t5/Planual/ct-p/ThePlanual

Do not capitalize. Use in place of tool or tools to describe the Anaplan offering.

Anaplan Polaris™ Calculation Engine. A calculation engine for modeling “what-if” scenarios along with Hyperblock™ that works well with sparsely populated data sets (see Classic Engine). 

Use Polaris alone after first mention. Note initial caps on all four words and trademark bug. 

Lowercase "p" when used as a generic reference. 

When referring to the Anaplan feature, use Anaplan Partner Portal on first reference; Anaplan Portal on second reference. 

Note title case for the feature.

Avoid using this product name unless referring to an Anaplan feature, the Anaplan Powerpoint Add-in. 

Use "presentation slides" or "presentation software" instead of the Microsoft brand name when a specific type of software is described. 

Retrieves data from Anaplan saved views and inserts into Microsoft PowerPoint.

Note that Microsoft products use Add-in and Google products use Add-on.

Note camel casing, initial caps, and hyphen.

An Anaplan data-enrichment platform that maintains a database of 4500 unique data points per global account. Aids sales and marketing teams in targeting campaigns by highlighting 50 key data points based on a ranking system.

Use title case.

First in rank, authority, importance, or degree. Often a person. 

A fundamental truth, law, doctrine, or a motivating force. 

A process combines a series of actions. Processes can be run from the Actions pane, added to dashboards as buttons, and added to action cards, so they can be run from the User Experience. 

In Dashboards, a toolbar that provides easy access to frequently used functions.

Note hyphens and captitalization. A process that encompasses many sales, account management, order fulfillment, billing, and accounts receivables functions. It describes the steps taken from when a sales team configures a quote and drafts a proposal for a client, through to when payment is received for services rendered.

QTC is a common initialism, but spell out on first use. 

Devices or storage media on which data can be read from and written to. This simple designation is part of hardware production and design, as well as computing system functionality and related devices.

Do not capitalize. Use the forward slash, not a hyphen. 

An immediate or nearly immediate response. 

Hyphenate only when modifying a noun. 

In model management, a tab where you can change the name of a model.  

In the User Experience, a menu option that allows changing the name of a list item.

An icon that reorganizes objects such as line items, lists, and versions in the User Experience, models, and dashboards. 

Specific to the social media application Twitter, a reposting or forwarding of a message posted by another user.

Do not capitalize.

(v.) The act and process of delivering software. 

See also rollout (n.) and rolling out (v.).

(pr. part., v.) The act or process of delivering software. 

See also roll out (v.), and rollout (n.).

(n.) The widespread or public introduction of software, usually when that software will deliver. 

Example: 

See also roll out (n.) and rolling out (pr. part.).

A collective term for tools, techniques, and approaches used to uncover the causes of problems. 

Spell out on first usage with the acronym following in parentheses. Acronym alone in subsequent uses. 

A public key security method that belongs to the issuing Certificate Authority, such as Comodo, DigiCert, or GlobalSign.

An integrated business management process through which the executive/leadership team continually achieves focus, alignment, and synchronization among all organization functions.

Spell out on first usage with the acronym following in parentheses. Use the ampersand only in the abbreviation and use only the abbreviation in subsequent mentions. 

The group of people selling a product. 

Two words: Not salesforce unless referring to Salesforce.com.

A suite of operational and analytical functions that automate and unite back-office operational sales processes, and are implemented to improve operational efficiency and effectiveness. 

Spell out in lowercase on first use followed by the acronym in parentheses, the acronym alone for subsequent uses. 

Also known as selling, general, and administrative expenses (SG&A) or operating expenses. A budget category in finance representing the fixed costs a business incurs that are not directly related to production.

Spell out in lowercase on first usage with acronym in parentheses. Note Oxford comma and ampersand. Use the acronym alone on subsequent mentions.

The Sarbanes-Oxley Act. A U.S. federal law from 2002 that mandates certain practices in financial record keeping and reporting for corporations. 

Spell out in first usage, SOX in parentheses and afterward.

Compliance with a U.S. federal law from 2002 that mandates certain practices in financial record-keeping and reporting for corporations. 

Spell out in first usage, SOX compliance in parentheses and afterward. 

An option in the Help menu that opens the Search the Anaplan Community page in a new tab. 

Note that both Search and Community have capital first letters because Community is a named feature. 

Use the verb "to search," not the brand name "Google" made into a verb. Searching on the internet is implied unless otherwise stated. 

Securities and Exchange Commission. 

No need to spell out on first usage. 

Securities and Exchange Commission compliance. 

No need to spell out on first usage. Lowercase final word. 

Racist connotations; do not use. Use " separate" or "separation" instead.

An industry-standard protocol for authorization delegation that lets tenant security administrators share resources with a third-party client application without exposing privileged credentials or maintaining certificates. Not SSO, because that stands for single sign-on. 

SS OAuth is not an Anaplan product. Anaplan offers the option of SS OAuth to tenant security administrators.

In the Microsoft Excel add-in and Google Sheets add-on, Settings configures how the extensions work with Anaplan. 

The name of a panel where you choose items to show on columns and rows in a worksheet or on a card. In the User Experience, a menu item that shows or hides items in a context selector. Also, an icon that shows or hides items on a grid card or a worksheet. 

Items in the Anaplan Help menu that control whether breakback markers (blue triangles) are displayed in the grid in the Models interface.

A collection (of information) that doesn't interact with other collections. 

An authentication method that allows a user to log in with a single ID to any of several related yet independent software systems. 

Not the same as SS OAuth.

Use a hyphen. Not capitalized. Spell out on first usage with the acronym in parentheses. Use the acronym in subsequent mentions. 

Avoid this term. This is old messaging. Use "Connected Planning" instead.

A person whose role is to help a company align its business goals and needs with IT services, products, software, and infrastructure. Not Anaplan-specific.

Also: An Anaplan Certified Solution Architect has acheived Level 3 Model Builder training certification and been granted the designation by the Master Anaplanner community. In order to be considered for the Anaplan Certified Solution Architect achievement, candidates must successfully complete the curriculum, submit a Design Review application, and fulfill an experience requirement. 

Title case only if part of someone's professional title; otherwise, all lowercase.

Avoid use if possible. This is an empty modifier. It's better to be specific.

In models, a toolbar icon that arranges rows or columns. 

In the User Experience, an icon that sets the organization for a grid on a custom view.

An immediate bonus for a sale.

Use the acronym alone. There is disagreement among various sources about whether SPIF stands for Sales Performance Incentive Fund or Sales Performance Improvement Fund. There is also disagreement about whether there might be two Fs. Anaplan chooses to use one F. 

This is a "backronym," with the words invented to fit the letters of the acronym. Make plural with a lowercase S: SPIFs.

Single sign-on OAuth. An industry-standard protocol for authorization delegation that lets tenant security administrators share resources with a third-party client application without exposing privileged credentials or maintaining certificates. Anaplan offers the option of SS OAuth to tenant security administrators.

Not the same as SSO (single sign-on). Not an Anaplan product. 

Latin expression meaning "the existing state of affairs." 

Avoid, as Latin expressions are difficult to translate and localize. 

Title case and spell out both words (street name and type of street) when there is no specific address.

Abbreviate and punctuate the street type when it's a postal code. 

Use lowercase and spell out the street type when there is more than one street name. 

Abbreviate compass points that indicate directional ends of streets or quadrants of a city in a numbered address.  No punctuation in quadrant compass points unless it is the local custom. 

Spell out compass points if the street number is omitted.

Not capitalized unless part of a product name. 

Management of the flow of goods and services between businesses and locations, which can include the movement and storage of raw materials, work-in-process inventory, finished goods, and end-to-end order fulfilment from the point of origin to the point of consumption.

Spell out in lowercase on first usage with the acronym following in parentheses. Use the acronym alone in subsequent uses.

Business process optimization through monitoring and analysis of key performance indicators.  

Spell out in lowercase on first usage with the acronym following in parentheses. Use acronym alone in subsequent uses. 

A switch is a UI element that users can select to turn a particular feature on or off. When a user moves the switch to the right, they enable the feature. When they move it to the left, they disable the feature.

Not synch. Spelled out "synchronize" is preferred, as easier to translate. 

An HTTP-based protocol using JSON and REST that provides a standardized service to help manage identities for multiple domains. Not an Anaplan product.

Spell out in title case on first usage with parenthetical acronym, and use the acronym alone for subsequent mentions.

A connector that allows customers to import Anaplan data into Tableau using export actions created and saved in Anaplan.

Note title casing and spacing. 

The largest space within Anaplan. Most customers have only one tenant or a limited number. Tenants contain workspaces and workspaces contain models. If you have access to more than one tenant, you can switch between tenants to access different workspaces and models. Administration roles within a tenant are assigned by a tenant administrator and users may have different access roles in different tenants.

A privileged user role that can manage users, models, and workspaces for a customer.

This term is lowercase unless it starts a sentence.

A conjunction that is not preceded by a comma. It is restrictive: The phrase that follows cannot be removed from the sentence without changing the meaning. 

See also which and the Pronouns article.

The name of the product and service (SaaS) sold by Anaplan. Use to describe the technology. Always platform, not app or service.

Capitalize only the Anaplan name.

Avoid using the possessive, as it has legal implications.

(n.) A person, group, or company besides that primarily involved in a situation. Always spell out. 

See also third-party.

(adj.) Describes a person, group, or company besides that primarily involved in a situation. Always spell out. 

See also third party.

Time is a built-in dimension that all models have by default, like Versions. Model builders use Time to structure data in modules. It is also the area in Models where modelers configure time settings, including the model calendar and time ranges. 

The termination of a process or event that is taking longer than expected to proceed, and that is more likely to be successful if relaunched, resubmitted, etc.

Always hyphenate as an adjective or a noun, per Merriam-Webster. 

Use two words for verb forms, per AP Press. (Merriam-Webster had no opinion.) 

Anaplan does not comply with the Merriam-Webster rule in this instance: 

A descriptive name by which something or someone is recognized. 

In the User Experience, a field that you can configure in cards.

A long thin bar that contains tools and sometimes menus, and that enables users to select configuration options. Toolbars usually display along one edge of a window, pane, tab section, or grid.

Modifier to describe the process of progressing downward from the highest level. 

Always hyphenated. 

Opposite of bottom-up. 

A Forrester Research methodology that enhances a company's decision-making processes through business value and justification analysis. TEI's four components (cost, benefits, flexibility, and risk) are used in understanding the financial impact of a technology investment. 

Spell out in lowercase on first usage with the acronym following in parentheses. Subsequent uses should be acronym only. 

A transaction initiated by the user (as opposed to a coded series of events) using a filled-out form within an application. Not an Anaplan-specific expression. 

In Anaplan, transactional APIs can query, add, insert, update, or delete list items and records individually.

Spell out all words in lowercase, add the acronym for the last three words in parenthesis, and use the first word and acronym in subsequent mentions (transactional API). Do not make plural with an apostrophe. 

Capitalized as a product name. Tweet and retweet are verbs and are not capitalized.

In the User Experience, any pages without a category are listed under Uncategorized.

An action that workspace administrators can set up in a model to automate updates of a model's Current period. You can run this action from the Actions pane or a dashboard in a model. 

Not U.S.A., per AP Press.

Note that U.S. does take periods unless it's in a headline. 

Utilize is not a more intellectual way to say "use." You use something for what it was intended. You utilize something for what it was not intended. 

Includes all aspects of the user's interaction with the company, its services, and its products. A broader category than user interface in that it looks at more than screen-by-screen interaction. Not an Anaplan expression.

Lower case in first usage with parenthetical acronym, acronym alone in subsequent uses. Compare to user interface (UI).

A scheduled gathering of people to discuss software and its uses. 

Use title case. Meetup used by itself is not capitalized.

A gathering of people who use the same software. Meetings are often led by subject-matter experts. 

Use title case. 

The part of an application with which the user interacts, including display screens, keyboards, mice, voice access, speech recognition, screen readers, and the appearance of a desktop. Not an Anaplan term. 

Spell out in lowercase with parenthetical acronym on first usage, acronym alone on subsequent usage. Compare to user experience (UX). 

Someone who expends or consumes, in this case, the Anaplan platform. A customer is the company paying for the installation and the user is the individual who interacts with it. 

Also the area in Models where modelers add and maintain users. 

Also a tab in Administration where you view information about users in the Anaplan environment.

The value that represents the solution to the problem, sometimes called the decision variable.

An integer (whole number), real (decimal or floating point), or binary (zero or one, and can be referred to as Boolean). Variables must have a numeric data type.

Latin expression meaning "against." Acceptable abbreviations are vs. (note period) for non-legal matters, and v (no period) for legal cases, where the name following the v is the defendant. 

Avoid Latin expressions because they are difficult to translate or localize. 

Non-legal-use abbreviation for the Latin word "versus," meaning "against." Use v (no S, no period) for legal cases, where the name following the v is the defendant. 

Avoid Latin expressions because they are difficult to translate or localize. 

Use web admin or web administrator rather than web master or webmaster, as those have racist and gendered overtones.

Avoid this term as it has racist and gendered overtones. Use admin or administrator instead.

Avoid this word if possible, as it has racist and gendered overtones. Use admin or administrator instead.

A function word that is usually preceded by a comma. It is non-restrictive: The phrase that follows can be removed from the sentence without changing the meaning. 

See also that and Pronouns.

A self-contained UI element that displays other UI elements. Windows enable users to view data. Windows can overlay one another and can be subdivided to display other areas, such as panes and panels, and they may be interactive. 

Rewrite if possible to avoid this word and put the focus on what will happen.

The sequence of steps involved in a work process from the beginning to the end.

Also, an Anaplan feature that monitors the addition of data to a list to track the completion of data entry tasks. 

Capitalize the Anaplan capability, not the generic expression.

A list, often in spreadsheet format, used in making preliminary plans, auxiliary computations, notes, or comments as a guide in doing some piece of work.

In Anaplan, a type of page in the User Experience that displays detailed data from Anaplan models on an interactive grid.

One word. 

A person who has administrative privileges over workspaces. 

Unless you know that the person specifically has this job title, use lowercase. 

The abbreviation "workspace admin" is also acceptable in the platform or on second reference in an article.

The acronym WSA is acceptable in Community content but should be avoided in technical documentation and Support articles.

Gartner created the term "extended planning and analysis (xP&A)" in 2021 to describe a software-as-a-service (SaaS) offering that provides interconnected organization-wide planning tools. Connected Planning is the Anaplan branded version. 

A method of budgeting in which all expenses must be justified for each new period. 

Spell out on first use with parenthetical abbreviation, then initialism alone for subsequent uses. 

Always takes a hyphen between the first two words.