Word list

When we spell and capitalize words correctly, we deliver consistency and play our part in earning our customers' trust.

Use this list to check the words and terms we use at Anaplan. Keep in mind that some product names and terms are branded and follow our Anaplan brand guidelines for styling and usage.

If a word or term isn't here, you can always check our dictionary of choice, Merriam-Webster. And, if you think a word or term is missing and should be in this list, let us know by raising a query in the anaplan-style-guide(opens external page) channel.

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  • "what-if"

    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. 

  • .PEM

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

  • 24/7

    24 hours a day, seven days a week.

    Not 24x7, 7x24, or 7/24.


  • 50-50

    Refers to a 50% chance.

    Not 50/50.

A

  • a.m.

    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. 

    The class starts at 8 a.m. PST. 

    The hours of the conference are 0900–1400 CET. 

  • About UX

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

    Note capitalization. Apply bold only when you refer to the UI label.

  • Account profile

    Deprecated UI expression. Use My account.

  • action card

    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.

    Note that action card is lowercase even when referring to the feature.

  • actions

    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).

    Go to the Actions tab in the Actions pane to create an action.

    Use initial capital and bold for the UI labels Action in the UX and Actions in models.

  • Actual

    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. 

    He built an actual model as part of his class.

    For the UI label, use initial capitalization and bold. 

    Choose Actual from the Versions pane.

  • ad hoc

    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. 

    Decisions were made ad hoc.

    It was an ad-hoc decision.

  • Add card

    A header in Designer mode in the User Experience. 

    Use sentence case and bold when referring to Add card as a label. 

  • Add version formula

    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. 

    Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI (which may be title case). 

  • add-in

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

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

    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.

    Use sentence case and bold when referring to the header or label.

  • admin

    For describing roles, admin is acceptable to mean "administrator." 

    For UI, this term is deprecated. Use administration. 

  • Administration

    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.

    When referring to the console as a whole, write Administration console in sentence case, no bold. 

    When referring to the menu option or header, use Administration by itself and apply bold.

  • administrator

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

  • affect

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

  • Affiliate

    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. 

  • afterward

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

  • Agreement

    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. 

  • aka

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

  • All apps

    Deprecated UI label. 

    Use Apps instead of All apps in the UI. 

  • All versions

    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.

    Check all versions of your model.

    The correct capitalization in the UI is sentence case, but note that the model interface currently displays the UI label with title case. Where documentation references the UI label, follow the capitalization that users see in the UI and bold. 

  • All versions except actual

    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. 

    The correct capitalization is sentence case, but note that the model interface currently displays the UI label with title case. Where documentation references the UI label, follow the capitalization that users see in the UI.

  • allow

    Use "allow" with caution. In some contexts, it infantilizes the user, in which case, write "enable" or "permit" instead.
  • ALM

    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. 

    Application Lifecycle Management (ALM)

  • always on

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

    My Slack notifications are always on.

    See also always-on. 

  • always-on

    Hyphenated when used as an adjective before a noun.

    Always-on Connected Planning is the wave of the future.

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

    Your Slack notifications are always on. 

  • Anapedia

    The home of Anaplan's technical content.

  • Anaplan

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

    The Anaplan platform is the leading cloud-based Connected Planning tool. 

    Anaplan's platform is the leading cloud-based Connected Planning tool. 

    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. 

    Anaplan for Supply Chain 

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

    Anaplan Connector for MuleSoft, Anaplan HyperConnect, Anaplan Academy

    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
  • Anaplan Academy

    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. 

  • Anaplan App Hub

    The collaboration space for sharing applications.

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

    Not AppHub, Anaplan Hub, or App Store. 

  • Anaplan Classic Engine

    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. 

  • Anaplan CloudWorks™

    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.

  • Anaplan Collaboration

    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.

  • Anaplan Community

    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.

  • Anaplan Connect

    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. 

  • Anaplan Connect API client

    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.

  • Anaplan Connector for Boomi

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

    Note title casing and spacing. 

  • Anaplan Connector for Informatica Cloud

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

    Note title casing and spacing. 

  • Anaplan Connector for MuleSoft

    A connector to integrate Anaplan with MuleSoft Anypoint Flows. 

    Note title and camel casing, and spacing. 

  • Anaplan Connector for Power BI Desktop

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

    Note title casing and spacing. 

  • Anaplan employees

    People who work for Anaplan. 

    Do not use Anaplanners or Anaplan Family to denote employees.

  • Anaplan for Consumer Packaged Goods (CPG)

    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. 

  • Anaplan for Finance

    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.

  • Anaplan for Financial Services

    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.

  • Anaplan for Sales

    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.

  • Anaplan for Supply Chain

    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.

  • Anaplan for Workforce

    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.

  • Anaplan HyperConnect

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

    Note camel casing and spacing.

  • Anaplan HyperModel™

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

    Note camel casing, spacing, and trademark bug. 

  • Anaplan Learning Center

    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. 

  • Anaplan Live!

    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. 

  • Anaplan Management Reporting

    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. 

  • Anaplan mobile app

    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. 

  • Anaplan object

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

    Note sentence casing. 

  • Anaplan OneCloud integration

    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. 

  • Anaplan partner

    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). 

  • Anaplan Partner Portal

    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. 

    An Anaplan partner can contribute to the system through a front-end app called the Anaplan Partner Portal.

  • 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.

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

  • Anaplan platform

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

    The Anaplan Connected Planning platform

    Anaplan's Connected Planning platform

  • 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). 

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

  • Anaplan SnapLogic integration

    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. 

  • Anaplan team

    People who work for Anaplan. Do not use Anaplanners or Anaplan Family to denote employees.
  • Anaplan user group

    Capitalize only the Anaplan name.
  • Anaplan Way

    Capitalize both words and precede with "the" whenever possible. Do not capitalize the preceding "the" unless it begins a sentence.
  • Anaplanner

    An Anaplan user. Do not use to identify Anaplan employees.
  • Anaplanners

    Multiple Anaplan users.
  • Android

    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.

  • anymore vs. any more

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

    We don't have to use spreadsheets anymore.  

    The determiner "any more" refers to quantities. 

    Do you have any more chocolate?

  • API

    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. 

    Connector for DocuSign is an Anaplan API that facilitates electronic signing processes.

  • app

    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. 

    Choose the button Create an app to initiate the process. 

    To open an app, choose it from the list.

    You can find useful tools in the Anaplan App Hub. 

    Capitalize and use bold in body copy when referring to the header of the UI. Use sentence case and no bold to refer to the page. 

    Make your selection from the Apps screen. 

    You can find it listed on the Apps page. 

  • app contents

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

    Note that this is not a UI label and should be lower case and not bold.

  • App Hub

    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. 

    When referencing the menu option, use bold and title case. When naming the App Hub as a feature, write as Anaplan App Hub in first usage (no bold) and App Hub thereafter.

  • Application Lifecycle Management (ALM)

    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. 

    Application Lifecycle Management (ALM)

  • application programming interface (API)

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

    Use the acronym alone in every instance. 

    Connector for DocuSign is an Anaplan API that facilitates electronic signing processes.

  • applications

    See apps.
  • Applies to

    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. 

    Use sentence case to refer to the feature, but note that the model interface currently displays the UI label with title case. Where documentation references the UI label, follow the capitalization users see in the UI.

  • apps

    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. 

    Capitalize and bold if the body refers to the header. Use sentence case and no bold to refer to the page. 

    Distinguish from the app contents screen, which is the screen that displays the contents of a single app.

    Use lower case when referring to an ordinary noun.

    Make your selection from the Apps page. 

    You can see a list of your available apps in the Apps screen. 

  • Ask a question

    Deprecated. Use Search Community.

  • assign

    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.  

    You can assign items to a parent with the Assign action.

    Apply bold and sentence case when referring to the UI label. 

  • Assign Action

    A UX feature in Classic Anaplan. 

    Note title case, which is an exception to Anapedia style for Classic Anaplan. 

  • Assign only

    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. 

    Example: You can assign items to a parent with the Assign action.

    Apply bold and sentence case when referring to the UI label.

  • at the end of the day

    Means "once everything has been considered."
  • attributes

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

    Use lower case unless at the beginning of a sentence.

  • auth

    Short for authentication or authorization.

  • Authentication Settings

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

    Use title case and bold when referring to the UI label or header. Microsoft UI labels are in title case, so the add-in uses title case to match the rest of the UI. 

    Use lower case when writing descriptively. 

    You can change authentication settings in the Authentication Settings dialog.

  • authorized user

    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. 

B

  • B2B

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

  • BA

    Bachelor of Arts. No periods unless at the end of a sentence.
  • backward

    Not backwards.
  • banner

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

  • bar

    A bar is a long thin UI element that displays menu or configuration options such as icons or buttons, and is sometimes called a banner. It usually displays along one edge of a window, pane, tab section, or grid.

    You can select options from the Model settings bar to open configuration panes.

  • basic authentication

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

  • BBS

    Bachelor of Business Science. No periods unless at the end of a sentence.
  • Benelux

    The Benelux region or the Benelux countries (with "the"), including Belgium, the Netherlands, and Luxembourg.
  • bespoke

    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. 

  • bidirectional

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

  • Big Four

    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).

    Not Big4 or Big 4. 

  • blue sky thinking

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

  • Blueprint

    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.

  • board

    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. 

    In the User Experience, Board is a label for the page used to display data and cards, and should be capitalized and in bold.

  • Boolean

    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.

    Always capitalized, whether part of the UI or otherwise. Boolean is a proper noun. 

  • bottom line

    The final total of an account or balance sheet. Implies that finances are the motivating force for decision-making.
  • bottom-up

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

    Always hyphenated. 

    It's a bottom-up sales forecast. 

    Never bottoms-up. That's what you say in a bar to someone sipping their drink too slowly. 

  • branch

    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.

  • Breakback

    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.

    A UI label for the column in Blueprint where a workspace administrator can select to enable breakback for a line item.

    Use sentence case and bold for the UI label. 

  • Bring Your Own Key

    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. 

  • BS

    Bachelor of Science. No periods unless at the end of a sentence.
  • Business Map

    Capitalize the Anaplan capability but not the generic expression.

    This Anaplan tool was discontinued in November 2022. 

  • business partner

    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.

  • business process

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

    Not capitalized. 

  • business process management (BPM)

    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. 

  • button

    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 UI feature that changes its visual representation when the user selects it, similar to a physical button. 

  • Buyer's Kit

    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. 

    Example: ICM Buyer’s Kit

    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 . 

    Planning, Budgeting, and Forecasting Buyer's Kit (PB&F Buyer's Kit).

C

  • C-level

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

    Note capitalization and hyphen. 

  • C-suite

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

    Note capitalization and hyphen. 

  • CA

    Acronym for Certificate Authority. A security option that digitally certifies the ownership of a public key by the named subject of the certificate.
  • CA certificate

    A security option that digitally certifies the ownership of a public key by the named subject of the certificate. The word "certificate" is somewhat redundant, so use CA or Certificate Authority, if possible. If you do use the noun, lowercase "c" in certificate.
  • calculation

    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.

  • calculation engine

    The part of Anaplan that calculates cell values based off cell formulae and re-calculates them when an upstream change is made.
  • Calendar type

    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.

    Note that the model interface currently displays the UI label with title case. Where documentation references the UI label, follow the capitalization users see in the UI.

  • can't

    Rewrite if possible to avoid this word and put the focus on what the customer can do.
  • CapEx

    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. 

    Not in AP Style when the decision was made, but complies with Investopedia, Wikipedia, and AWS. 

  • card

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

    Use lower case unless at the start of a sentence.

  • Card configuration panel

    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. 

    Apply bold and sentence case to refer to the UI label.

  • Card designer

    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.

  • card template library

    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. 

    Apply bold and sentence case when referring to the UI label. Otherwise, use lowercase.

  • Categories

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

    Use sentence case and bold when describing the UI label. 

  • category

    A collection in which users can organize pages within Anaplan.

  • Category name

    Deprecated. See Categories.
  • cell history

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

    The term cell history does not need to be capitalized in the UI, but is the name for the results of choosing the Show history option. 

  • cell value details

    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. 

    No capitalization or bold. This is not a label, but the name for the results of retrieving additional data. 

  • Center of Excellence

    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. 

    Abbreviation is CoE.

    Plural is Centers of Excellence.

    Don't capitalize "of." 

    Abbreviation is not COE. 

  • CEO

    Chief executive officer. Not C.E.O. Do not spell out on first use.
  • Certificate Authority (CA)

    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. 

  • Certificate Revocation List (CRL)

    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. 

  • Certificate Signing Request (CSR)

    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. 

  • CFO

    Chief financial officer. Not C.F.O. Do not spell out on first use.
  • Chain of Trust

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

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

  • Change parent

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

    Use lower case when describing the feature. 

    Use sentence case and bold when referring to the UI label

    Select Change parent to change the parent.

  • chart card

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

    Lower case when referring to the feature. 

    Use sentence case and bold to refer to the UI label.

  • Chat to a support person now

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

    When referring to the UI label, use sentence case and apply bold.

  • checkbox

    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. 

    Not check box (two words) and not Boolean.

    Use Sentence case and bold for the UI label. 

    See also Boolean.

  • Chrome

    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. 

  • CIO

    Chief information officer. Not C.I.O. Do not spell out on first use.
  • circularity

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

  • classic

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

  • Classic Engine

    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. 

  • click

    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. 

  • client

    When referring to an organization or company that licenses the Anaplan platform, use "customer." Use "client" when writing about a "web client" or similar.
  • client data

    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.

  • cloud

    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 delivery

    Preferred modifying term over SaaS. Do not capitalize or hyphenate.
  • cloud platform

    Cloud software that runs all of the Anaplan services.

  • cloud-based

    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.

  • cloud-native

    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. 

  • CloudWorks™

    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. 

  • CMO

    Chief marketing officer. Not C.M.O. Do not spell out on first use.
  • co-

    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. 

    co-author, co-chair, co-sponsor

  • co-brand

    To work with a partner in a form that uses both companies' names.
  • collaboration

    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). 

  • column chart

    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.

    Use bold and follow the capitalization that users see in the UI. Note that the model interface currently displays the UI label with title case (Column Chart) and the label in the UX is Column

  • combination chart

    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. 

    For the UI label, apply bold and follow the capitalization that users see in the UI. Note that the model interface currently displays the UI label with title case. 

  • Community

    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. 

  • complementary

    Matching, corresponding. See complimentary.
  • complimentary

    Free. Also, the act of making a kind comment - being complimentary. See complementary.
  • component

    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.

  • Components

    A UI label in the PowerPoint add-in. 

    Use lowercase without bold when referring to the feature. 

    See also component (lowercase C).

    Use bold and a capital letter when referring to the UI label. 

  • composite hierarchy

    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 list

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

    Not a UI label, so not capitalized or bold. 

  • Conditional formatting

    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. 

    Use bold when referring to the UI label. When documentation references the UI label, follow the capitalization that users see in the UI.

  • configurable

    (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. 

  • Configure toolbar actions

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

    Use sentence case and bold when you refer to the UI label.

  • Connected Planning

    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 specializes in Connected Planning. Get started today on your Connected Planning journey. 

  • Connected Planning platform

    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. 

  • Connected Planning Xperience (CPX)

    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. 

  • Connector for DocuSign

    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.

  • Connector for Informatica Cloud

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

    Note title casing.

  • Connector for MuleSoft

    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. 

  • Connector for PowerBI

    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. 

  • constraint

    A limit on a value, such as its maximum, minimum, or that the value cannot be negative.
  • Contact Support

    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. 

    Use bold when referring to the UI label. 

  • Contents

    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. 

    Use sentence case when referring to the feature and apply bold when referring to the UI label.

  • context selector

    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. 

    This feature is not capitalized.

  • Copy

    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.

    Capitalize and bold only when referring to the UI label. 

  • Copy across

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

    Use sentence case when referring to the feature, but note that in the Edit menu on a dashboard grid, the UI label is written in title case. 

    Where documentation references the menu option, follow the capitalization that users see in the UI.

  • Copy branch

    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. 

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

    Where documentation references the UI label, follow the capitalization that users see in the UI and apply bold.

  • Copy down

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

    Use sentence case when referring to the feature, but note that in the Edit menu on a dashboard grid, the UI label is written in title case. 

    Where documentation references the menu option, follow the capitalization that users see in the UI.

  • corporation

    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, COVID, or coronavirus disease

    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. 

  • CPX

    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.

  • create

    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. 

    To initiate a Create action select the Create menu item.

    Apply bold and sentence case to refer to the UI label. 

    Use sentence case to refer to the feature (the Create action). 

    Use lowercase for the verb create. 

  • Create a page

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

    Use sentence case and bold when referring to the UI label. 

  • Create an app

    A UI label that displays on the Apps screen.

    To create a new app, select Create an app.

    Use bold and sentence case when you refer to the UI label. 

    When you refer to the action of creating an app, use lowercase and no bold. 

  • CRL

    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. 

  • CRO

    Chief revenue officer. Not C.R.O. Do not spell out on first use.
  • current or current version

    Do not capitalize.
  • Current period

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

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

    Where documentation references the UI label, follow the capitalization users see in the UI.

  • cursor

    Use without the modifier "mouse."
  • Custom view

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

    Use sentence case when referring to the feature or the UI label. Use bold for the UI label.

  • customer

    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.

  • cut back

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

    See also cutback.

    Due to a reduction in sales, the company had to cut back on expenses. 

  • cutback

    (n., adj.) An instance of deduction. 

    See also cut back. 

    The company experienced a supply cutback and could not meet scheduled deliveries.

  • cutting edge

    At the forefront of technology or style.
  • CxO

    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. 

D

  • dashboard

    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. 

    Apply bold and sentence case to refer to the UI label.

  • dashboard element

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

    Use lower case unless at the start of a sentence.

  • data

    Singular. Use the American "data is," not the British "data are".
  • data collection

    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. 

  • Data Hub

    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. 

  • data series

    The data in a visualization, such as a chart.
  • data set vs. dataset

    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. 

  • data sheet

    Deprecated. 

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

  • data tags

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

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

    Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI.

  • datasheet

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

    Not "data sheet," per the March 2022 Content Collaborative meeting. Not capitalized. 

  • date picker

    A UI component for selecting a date. 

    Use lowecase and bold when referring to the UI item.

  • datum

    Do not use "datum" for a single instance of "data." Use "data" as both a single and plural noun. 
  • decision-maker

    (n.) Always hyphenated, not capitalized.
  • decision-making

    (adj.) Always hyphenated, not capitalized.
  • default dimensions

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

    Use lowercase and bold when describing the UI element. 

  • delete

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

    Capitalize when using to describe a UI element but not otherwise. 

  • Delete branch

    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. 

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

    Where documentation references the UI label, follow the capitalization users see in the UI and apply bold.

  • Delete from list using selection

    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. 

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

    Where documentation references the UI label, follow the capitalization users see in the UI.

  • deployed mode

    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. 

    Use sentence case for the UI label with Deployed in bold and mode not bolded.

  • Description

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

    Use sentence case and bold if part of the UI. 

  • designer mode

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

    Use lowercase and bold to describe the UI item.

  • dialog

    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.

    When describing a dialog in the UI, use bold and capitalize as in the UE. 

    See also modal.

  • digital

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

    Adjective: The digital process... 

    Noun: To fully embrace digital, a company must...

  • digitization

    Not digitalization.
  • digitize

    Not digitalize.
  • dimension

    A dimension is an item, measure, or characteristic of data that can be calculated or manipulated to answer business questions.
  • directional indicators (north, south, east, west)

    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). 

  • DISCO

    An Anaplan acronym that stands for data, input, system, calculations, and output. This is a best practices methodology that model builders use to add logical structure to their models and is a subset of PLANS. (See PLANS.)
  • DocuSign

    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). 

    Apply bold when referring to the UI label.

  • DocuSign add-on

    An add-on tool that allows Anaplan to integrate with DocuSign.
  • DocuSign for Anaplan

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

    Note camel case.

  • don't

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

    It's okay to use positive or neutral contractions. 

    Don't use negative contractions.

  • dot chart

    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. 

    When referring to the UI label, use sentence case and apply bold.

  • drag and drop

    (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.

    (v.) Drag and drop a card to its new location. 

    (n.) To move the folder, just use drag and drop. 

    (adj.) The drag-and-drop capability makes moving files easy. 

  • drag-and-drop

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

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

    (adj.) The drag-and-drop capability makes moving files easy. 

    (v.) Drag and drop a card to its new location. 

    (n.) To move the folder, just use drag and drop. 

  • drill down

    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. 

    You can drill down on cell values.

    Expand the drill down section to see the available selection of options.

    Use sentence case when you refer to the feature or the UI label. Note that the model UI currently uses title case. 

    Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI.

    See also: Drill to transaction.

  • 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. 

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

    Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI. 

    See also: Drill down

  • dropdown

    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.  

    Select a link from the Link to a page dropdown.

  • Dynamic Cell Access (DCA)

    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. 

    Spell out in title case on first usage.

E

  • e-commerce

    Not eCommerce or ecommerce. 

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

  • e.g.

    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. 

  • Early Access (EA)

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

    Note title casing. 

  • eBook

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

    Agreed to in the Content Collaborative meeting on March 17, 2022. (AP prefers e-book.) 

  • edit

    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.

    When referring to the UI label, use sentence case and bold. 

  • Edit toolbar actions

    Deprecated. See Configure toolbar actions.
  • effect

    (v.) To cause. 

    (n.) The result of some action. 

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

  • eLearning

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

    AP prefers the hyphenated version, e-learning. Anaplan is going our own way. 

  • email

    Not e-mail.
  • end user

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

    Also a toolbar in the UI.

    When referring to the UI, use sentence case and bold.

  • Enter

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

    Press Enter to submit.

    Capitalize but do not apply bold when you refer to the key in the UI.

  • enter

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

    Only capitalize at the start of a sentence or when it's the name of the key in the UI. 

    You can enter a seven in the field by first choosing seven and then the Enter key. 

  • Enterprise

    (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.

  • enterprise performance management (EPM)

    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. 

  • entitlement

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

    Rewrite to "entitles," if possible. 

    A Professional or Enterprise subscription entitles you to…

    You have entitlement to... 

  • Equal to

    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 sentence case and bold for the UI label but otherwise write as lowercase.

  • error message

    Don't use. Use "message" alone for a more positive tone.
  • everyday vs. every day

    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.

    Your everyday tasks will be painless when you use Anaplan. 

    Run the batch at the end of every day. 

  • Excel Add-in

    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.

    Use the Excel Add-in for a familiar look and feel. 

    To start using your add-in…

  • Excel in the cloud

    Avoid this term as a way to describe Anaplan. This sells the Anaplan platform short; Google Sheets is Excel in the cloud. Use spreadsheets instead of a product name.
  • Excel on steroids

    Avoid this term. This phrase is considered derogatory (an athlete on steroids is cheating, for example) and does not fully represent the capabilities of the Anaplan platform.
  • Excel®

    The Microsoft spreadsheet product. Always capitalize, use the registered trademark bug on first use. Better, eschew the brand and just say "spreadsheet."
  • exit strategy

    A plan for ending something, such as employment at a company, a presence on a customer's campus, or use of software.
  • export

    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.

    Capitalize and bold when referring to the UI label. 

  • extended planning and analysis (xP&A)

    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. 

  • extension

    Use instead of file extension. 

    Don't forget to add the .zip extension to the file name. 

    Don't call it the .zip file name extension.

F

  • FAQ

    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). 

  • Favorites

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

    Your most frequently used models display in the Favorites panel after you tag them as favorites.

    Use sentence case when you refer to the feature. 

    Use sentence case and bold when you refer to the UI label that heads the panel. 

    Use lowercase and no bold when referring to models that have been favorited.

  • feasibility

    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.

  • fewer

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

    See also less.

  • field card

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

    Use lowercase when you refer to the feature. 

    When referring to the UI label, apply bold and sentence case.

  • file formats

    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. 

    An MP3 file takes the extension .mp3.

  • file name

    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.

    The FileName property contains the file name that you see on your screen. 

  • filename

    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 filename property is called FileName in the code.

    The file name is Folder.

  • filename extension

    The name for the type of file that appears after the "dot" in the file's name. Use filename extension instead of file extension. 

    Use lowercase and include the "dot" if you refer to the filename extension in your copy. 

    Save your image with the .jpg  extension.

  • filter

    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. 

    Use bold and sentence case when you refer to the UI label. 

  • filter rule

    The settings by which data is filtered.
  • financial and operational planning (FOP)

    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. 

  • financial performance management (FPM)

    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.

  • financial planning

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

    Financial planning and analysis (FP&A) is squarely aligned with the office of finance.

  • financial planning and analysis (FP&A)

    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.

  • financial services industry (FSI)

    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. 

  • find

    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.

    A feature label in the UI. When referring to the UI label or feature, use sentence case and add bold for the UI label.

  • fintech

    Shorthand for financial technology. Not capitalized. Be sure context is clear.
  • first-class

    Something that is top-notch, best-in-breed, or a winner.
  • fiscal

    Applies to budgetary matters. See monetary in this word list.
  • flat list

    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. 

    For UI labels, use lowercase.

  • following

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

    Read this list next.

    Follow these steps: 

  • Forbes Global 2000 (G2K)

    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 

  • forecast

    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

    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.

    When you refer to the UI label, capitalize the first letter and apply bold. 

    When you refer to the feature, lowercase and no bold. 

  • forecast action

    An action that generates predictions using a pretrained forecast model. The action imports the results into an Anaplan model. Forecast actions can run on-demand or on a schedule.
  • forecast horizon

    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. 

    If the historical data is actuals from the last three months, the forecast horizon predicts up to three months ahead.

  • forecast model

    An algorithm trained by a data collection to generate calculated predictions.
  • forecast time interval

    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. 

    The forecast predicts that every week (the time interval) you’ll sell 1000 units for the next four months (the forecast horizon).

  • forecast value added (FVA)

    A method of measuring forecast performance. 

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

  • forecasting

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

  • Fortune 500

    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/ 

  • forward

    Not forwards.
  • free

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

  • Functional area

    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. 

    Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI.

G

  • GB

    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. 

    You have 10 GB of space left. 

  • General Availability (GA)

    The phase of product release to all qualified customers. 

    Note title casing. 

  • General lists

    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.

    When referring to the UI label, use sentence case and bold.

  • General weeks

    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.

  • Get help from the community

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

  • Global 2000

    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)).

  • global navigation

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

  • go-live vs. go live

    (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. 

    (adj.) The go-live plan, the go-live party. 

    (v.) Go live in Seattle. The software will go live on Thursday. 

  • going forward

    Means "from now on." Better to name a time period or say "in the future."
  • Google Sheets

    Google's spreadsheet application (comparable to Microsoft Excel).
  • Google Sheets Add-on

    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.

  • gray

    Preferred spelling for U.S. English.
  • Greater than

    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. 

    Use sentence case and bold for the UI label.

  • Greater than or equal to

    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. 

    Use sentence case and bold for the UI label.

  • grid

    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. 

    When referring to the UI label, apply sentence case and bold. 

  • grid card

    A page component in the User Experience that displays grids. 

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

    Use sentence case and bold to refer to the UI label. 

    Select Grid to toggle the grid card view on and off in a model view.

H

  • hackathon

    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.

  • hard-code, hard-coded

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

    Always hyphenated. 

    Not hardcode.

  • Help

    UI label for accessing support options from within Anaplan.

    Sentence case and bold when referring to the UI label. 

  • Hide selection

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

    Use sentence case and bold when referring to the UI label. 

  • hierarchy filter

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

    Use sentence case and bold when referring to the UI label. 

  • historical data

    A set of numerical data including a time scale in the past. The time scale indicates the actuals produced per day, week, or month. Used in a PlanIQ source model.
  • history

    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. 

    Go to the History pane to view a model's history.

    Use sentence case when you refer to the feature; use sentence case and bold when you refer to the UI label. 

  • Hold

    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.

    Use sentence case for the feature name and sentence case and bold for the UI label.

  • Home

    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.

    When referring to the UI label, use sentence case and bold. 

  • homepage

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

    AP favors homepage, as does Merriam-Webster.

  • Hub Comes to You

    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.

  • hyper-growth

    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.

  • Hyperblock®

    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.

  • HyperCare

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

    Note camel casing.

  • HyperConnect

    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.

  • HyperConnect powered by Informatica

    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.

  • HyperModel™

    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. 

I

  • i.e.

    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.

  • icon

    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.

  • if necessary

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

  • image card

    A page component in the User Experience that displays images. 

    Sentence case and bold only the word Image when referring to the UI label. 

  • impactful

    Avoid; use influential or effective.
  • inbox

    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).

  • incentive compensation management (ICM)

    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. 

  • Include new items

    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. 

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

    When referring to the UI label, apply bold and follow the capitalization users see in the UI.

  • independent selection

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

    Use lowercase unless referring to a UI label. For the UI label, use sentence case and bold. 

  • indexes

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

  • input

    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. 

    There are 12 input entries from across the department. 

    Harry inputs the data as we watch. 

  • input data

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

  • insert

    (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. 

    When referring to the UI label, use sentence case and bold. 

  • Insert multiple items

    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. 

    Use sentence case and bold when you refer to the UI label. 

  • Insights panel

    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.

    Use bold and sentence case when you refer to the Close insights panel and Show insights panel tooltip text.

  • installed base (IB)

    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.

  • integer linear program

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

    Use lowercase.

  • integrated business planning (IBP)

    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. 

  • integration

    Software that connects Anaplan data with other enterprise applications.
  • Intelligent Forecasting

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

    Note title case. 

  • Intermediary Certificate

    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. 

  • internet

    Not capitalized.
  • intranet

    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.

  • Is blank

    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.

    When referring to the UI label, apply bold and follow the capitalization users see in the UI.

  • Is false

    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. 

    When referring to the UI label, apply bold and follow the capitalization users see in the UI.

  • Is not blank

    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.

    When referring to the UI label, apply bold and follow the capitalization users see in the UI.

  • Is not equal to

    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. 

    When referring to the UI label, apply bold and follow the capitalization users see in the UI.

J

  • just

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

K

  • key performance indicator (KPI)

    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.

  • keyboard shortcuts

    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. 

    Sentence case and bold when referring to the UI menu item. 

  • keystore

    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. 

  • kick off

    (v.) to begin. 

    It's time to kick off this meeting.

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

  • kick-off

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

    We held a kick-off meeting.

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

  • kickoff

    (n.) The beginning of something. 

    The sales kickoff was well attended.

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

  • KPI card

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

    Use sentence case and bold when referring to the UI label. 

L

  • Leaders Connect

    No apostrophe; it's a plural, not possessive. Note capitalization.
  • less

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

    See also fewer.

  • leverage

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

  • line item

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

    Two words, neither capitalized. 

    When referring to the UI label, use sentence case and bold. 

  • line of business

    This expression is for internal use only, not for publication. It has a different meaning at other companies and in other lines of business (such as finance).
  • linear function

    A function with a polynomial of degree 0 or 1. Displays as a straight line on a graph.
  • linear program

    The pursuit of a solution in the form of a real number, where the Objective Function and the constraints are linear.
  • lines of business

    This expression is for internal use only, not for publication. It has a different meaning at other companies and in other lines of business (such as finance).
  • link

    Not hyperlink.
  • list

    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.

    When referring to the UI label, use sentence case and bold. 

  • Living Blueprint

    Avoid this term. This is old messaging.
  • LOB

    Line of business. This expression is for internal use only, not for publication.
  • log in

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

    This is how you log in when you want to access the platform. 

  • login

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

    This name is what you use for your login. 

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

    This is your login name. 

  • lower bound

    The minimum value for a variable.

M

  • MA

    Master of Arts. No periods unless at the end of a sentence.
  • Manage models

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

    When referring to the UI label, use sentence case and bold.

  • Management Reporting

    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.

  • management reporting

    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.

  • Marketing Performance Management (MPM)

    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.

  • Marketing Resource Management (MRM)

    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. 

  • master

    Avoid this word as it has racist and gendered connotations.
  • 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 the use of the word "master" in this context as it has racist and genderist connotations.

    Use title case. 

  • MB

    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. 

    You have 10 MB of space left. 

  • MBA

    Master of Business Administration. No periods unless at the end of a sentence.
  • meetup

    (n.) Do not capitalize unless part of User Group Meetup(s).
  • menu

    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.

    Select Share feedback from the Help menu.

    Use sentence case and bold for the specific menu name, but not for the word menu. 

  • Microsoft Dynamics 365

    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.

  • mixed integer linear program

    A linear program where only some of the variables are constrained to integral values. Other variables can be real values (decimal numbers).
  • modal

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

    When referring to a modal in the UI, use bold and capitalize as it is seen in the UE. 

    See also dialog.

  • model

    (n.) Contains line items, modules, and lists that represent each aspect of a business. Models are self-contained, but dimensions can be linked to and updated with data from another model.
  • model builder

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

    Lowercase.

  • model role names

    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
  • Model search

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

    When referring to the UI label, use sentence case and bold. 

  • modeling vs. modelling

    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. 

  • module

    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. 

    When referring to the UI label, use sentence casing and bold. Note that the UI label is plural (Modules). 

  • monetary symbols

    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. 

  • mouse cursor

    Use cursor instead. Remember, the user may be on mobile or using a trackpad.
  • mouse pointer

    Use cursor instead. Remember, the user may be on mobile or using a trackpad.
  • MS

    Master of Science. No periods unless at the end of a sentence.
  • multichannel

    Using two or more paths for transmission or processing. 

    Per AP Style and Merriam-Webster, not multi-channel, MultiChannel, or multiChannel.

  • multidimensional

    Looking at data from several dimensions. 

    Per AP Style and Merriam-Webster, not multi-dimensional. 

  • My account

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

    When referring to the UI label, use sentence case and bold. 

N

  • nationwide

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

  • New action

    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.

    When referring to the UI label, follow the capitalization users see in the UI and apply bold.

  • New category name

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

    When referring to the UI label, use sentence case and bold. 

  • New Modeling Experience (NMX)

    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. 

  • new user experience

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

    New should not be capitalized. 

  • nonworkspace administrator

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

    Not non-workspace administrator, with a hyphen. Follows the general rule not to hyphenate compound words unless it makes the expression clearer. 

  • Notifications

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

    When referring to the UI label, use sentence case and bold. 

O

  • objective

    An expression that guides the optimization engine while it determines which assignments best support the business goal or solution, such as maximum income or minimal expense.
  • offline

    Not controlled by or directly connected to the internet. 

    No hyphen. 

  • omnichannel

    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..."

    Per AP Style, not omni-channel, OmniChannel, or omniChannel.

  • on premises

    (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. 

    The software is hosted on premises. 

    See also the adjectival form, on-premise. 

  • on-premise

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

    Not on-prem. 

    On-premise software is expensive to maintain. 

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

    The on-premises meeting took four days. 

    See also the noun form, on premises. 

  • on-time-in-full (OTIF)

    Industry jargon in supply chain. 

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

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

  • 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)

  • one version of the truth

    Avoid this term. This is a cliché that does not tell the full story of the Anaplan platform's capabilities.
  • online

    Connected to the internet. 

    No hyphen. 

  • Online Certificate Status Protocol (OCSP)

    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.

  • only

    Avoid use - this is an empty modifier. Use solely, simply, merely, etc. instead.
  • onscreen

    Lowercase. Not hyphenated.
  • open

    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.

    As a UI term, Open is initial capitalized. It is also bolded when describing the label. 

  • Open dashboard

    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. 

    When referring to the UI label, follow the capitalization users see in the UI and apply bold.

  • optimality

    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.

  • Optimizer

    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.

    When referring to the UI label, use sentence case and bold. 

  • Order list

    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. 

    When referring to the UI label, follow the capitalization users see in the UI and apply bold.

  • organization

    Preferred word when writing about non-profits and government agencies that are not for-profit companies.
  • Other contents

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

    Note sentence casing.

P

  • p.m.

    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. 

    The class starts at 8 p.m. PST. 

    The hours of the conference are 0900–1400 CET. 

  • Page name

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

    When referring to the UI label, use sentence casing and bold. 

  • page selector

    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.

  • pane

    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. 

    The Modules pane displays the modules in your model.

    Use bold and sentence case for the name of a pane, but not the word pane. 

  • panel

    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.

    The Insights panel displays on the right-hand side of a worksheet.

  • partner

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

    Anaplan is happy to present with its partner Deloitte. 

    John Williams, partner at Williams and Son Law Firm.

  • PartnerConnect

    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.

  • Paste

    An item on the Keyboard shortcuts screen.
  • PB&F Buyer's Kit

    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.

  • peaks

    High points.
  • per se

    Never per say. Means "by itself "or "intrinsically" and has a slightly negative connotation. Like other Latin expressions, avoid use.
  • personal saved dashboards

    preferred
  • PhD

    Doctorate of Philosophy. 

    No periods unless at the end of a sentence.

  • PlanIQ

    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). 

  • Planning, Budgeting, and Forecasting (PB&F)

    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. 

    Without the ampersand, PBF is the name of a company, a slang acronym, or a medical term. There is also performance-based financing (PBF), but Anaplan doesn't seem to use this term much after 2018. 

  • PLANS (performance, logical, auditable, necessary, and sustainable)

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

  • platform

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

  • please

    This word is acceptable in non-UI copy ("We are pleased to announce; please check in..."). When writing error messages or instructions in the product, avoid it except when we somehow inconvenience the user. Instructions should be declarative. Tell the user what they have to do.
  • POEF

    Purchase order expense form.
  • Polaris

    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. 

  • portal

    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.

    Contribute to the system through a front-end portal.

  • PowerPoint

    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. 

  • PowerPoint Add-in

    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.

  • Predictive Insights

    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.

  • principal

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

    domain principal

  • principle

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

    I adhere to the principles of business.

  • process

    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. 

    When referring to the New Action menu option in a model, use sentence case and apply bold. 

  • Production data

    Operational data that changes during day-to-day business operations, such as the values of cells in modules. Lists containing data that can be changed by end users are production data, such as product names. Production data is a field in Models > Actions > Imports, and Import data sources. It's also a field in General lists.

Q

  • Quick access

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

    When referring to the UI label, use sentence case and bold. 

  • Quote-to-Cash (QTC)

    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. 

    Not Quote to Cash (no hyphens), quote-to-cash (lower case), or Quote-to-cash (unbalanced caps). 

R

  • raise the bar

    Better: Increase the standards (or expectations).
  • read/write

    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. 

  • real time

    An immediate or nearly immediate response. 

    Edit the results in real time. 

    Hyphenate only when modifying a noun. 

    The platform allows real-time edits. 


  • rename

    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.

    Use sentence case and bold when referring to the User Experience menu item. 

  • reorder

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

    Use sentence case and bold when describing the User Experience. 

  • retweet

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

    Do not capitalize.

  • roll out

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

    We will roll out Predictive Insights to Anaplan customers next month.

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

  • rolling out

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

    Anaplan is rolling out the Informatica add-on next week.

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

  • rollout

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

    The CloudWorks API rollout was in 2022.

    Example: 

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

  • root cause analysis (RCA)

    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. 

  • root certificate

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

S

  • SaaS

    Software as a service. Use sparingly; consider "cloud" or "cloud-based" instead.
  • sales and operations planning (S&OP)

    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. 

  • sales force

    The group of people selling a product. 

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

  • sales performance management (SPM)

    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. 

  • sales, general, and administration (SG&A)

    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.

  • salesperson

    One word. Plural is salespeople.
  • Sarbanes-Oxley Act (SOX)

    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.

  • Sarbanes-Oxley Act compliance (SOX compliance)

    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. 

  • Search Community

    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. 

    Select Search Community to search for answers on Community.

    Apply bold when referring to the UI label, but use lowercase for search when used as a verb. 

  • search vs. Google

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

    A search for the topic discovered a dozen possible responses to the customer's question. 

    Googling the topic discovered a dozen possible responses to the customer's question. 

  • SEC

    Securities and Exchange Commission. 

    No need to spell out on first usage. 

  • SEC compliance

    Securities and Exchange Commission compliance. 

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

  • segregate, segregation

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

  • self-service OAuth (SS 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. 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.

  • Settings

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

    When describing the UI label, use sentence case and bold. 

  • Show/Hide

    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. 

    Use title case, a slash with no surrounding spaces, and bold when discussing the User Interface. 

  • Show/Hide breakback markers

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

    When describing the UI label, use sentence casing for both verbs, lowercase for both adjective and noun. Only use bold for the sentence-cased words.

  • silo, silos, siloed

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

    Note that the plural has no E: silos

    Note that the past tense does have an E: siloed

  • simply

    Avoid use - this is an empty modifier.
  • single sign-on (SSO)

    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. 

    Use single sign-on for... 

  • SKO

    Sales kickoff. Spell out on first usage with the acronym in parentheses.
  • slice and dice

    No hyphens, but avoid if possible.
  • smart business

    Avoid this term. This is old messaging.
  • smart planning

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

    Note that Connected Planning is title case. 

  • Solution Architect

    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.

  • some

    Avoid use; this is an empty modifier. Be specific. 

  • Sort

    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.

    Use sentence case and bold when discussing the User Experience. 

  • SPIF (sales performance incentive fund)

    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.

  • spreadsheet killer

    Avoid this term. Many potential users (particularly in finance) love spreadsheets. Anaplan is a complementary, and better, alternative.
  • SS OAuth

    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. 

  • Standard

    A mode in Application Lifecycle Management. Standard mode provides full access to model data, including structural information. Depending on user access and administrative rights, all actions are permitted in models in standard mode.
  • status quo

    Latin expression meaning "the existing state of affairs." 

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

  • stock-out

    Supply chain term meaning "out of stock."
  • street names

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

    The parade went down Maryknoll Avenue. 

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

    11 Main St., 14 Center Ave., 2900 Baltic Rd., and 165 Oak Blvd.

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

    The party spread between Howard and Hawthorne streets. 

    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. 

    334 E. Flag St. and 756 22nd St. NW

    Spell out compass points if the street number is omitted.

    East 56th Street and Oak Street Northwest. 

  • supply chain

    Not capitalized unless part of a product name. 

    Your supply chain will thrive when you plan with Anaplan for Supply Chain. 

  • supply chain management (SCM)

    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.

  • supply chain performance management (SCPM)

    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. 

  • sync

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

  • System for Cross-Domain Identity Management (SCIM)

    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.

T

  • Tableau Connector for Anaplan

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

    Note title casing and spacing. 

  • tenant

    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.

    In the UI, tenants have user-generated names. A tenant contains a set of workspaces. Users with more than one tenant can switch their tenant with the tenant dropdown on the right-hand side of the navigation bar.

    When referring to the UI, use sentence case and bold. 


  • that

    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. 

    The list of customers that prepared for an IPO include Cloudera and Okta. 

    See also which and the Pronouns article.

  • the Anaplan platform

    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.

    The modeling tools from Anaplan are unparalleled. 

    Anaplan's modeling tools are unparalleled. 

  • third party

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

    The software is licensed from a third party.

    The software is licensed from a 3rd party.

    See also third-party.

  • third-party

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

    This is third-party software.

    This is 3rd-party software. 

    See also third party.

  • Time

    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. 

    When referring to the User Experience, initial cap and use bold. 

  • time zone

    Two words.
  • timeout vs. time out vs. time-out

    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. 

    AP says to use one word for nouns. Anaplan is going with the Merriam-Webster opinion.

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

    Don't hyphenate the a verb phrase, such as "the connection timed out."

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


    In the Anaplan Optimizer, the time out (two words, not hyphenated) is the number of seconds until an Optimizer action that is processing stops and abandons progress. This value must be set when creating an Optimizer action to prevent Optimizer running indefinitely if a problem is unsolvable.

  • tips and tricks

    A collection of tasks or shortcuts that make things easier to do. "Tricks" has somewhat negative connotations.
  • title

    A descriptive name by which something or someone is recognized. 

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

    When referring to the User Experience, use sentence case and bold. 

  • toolbar

    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.

    You can select the New Action menu from the toolbar in the Actions tab of the Actions pane.

  • top-down

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

    Always hyphenated. 

    A top-down sales forecast

    Never tops-down. 

    Opposite of bottom-up. 

  • total economic impact (TEI)

    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. 

  • toward

    Not towards.
  • transactional application programming interface (transactional API)

    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. 

    A transactional application programming interface (API) can help users enter data. In Anaplan, transactional APIs can query, add, insert, update, or delete list items and records individually.

  • tweet

    Do not capitalize.
  • Twitter

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

U

  • U.S.

    Not US.
  • UK

    Not U.K.
  • Uncategorized

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

    When referring to the User Experience, apply sentence case and bold. 

  • unicorn

    Avoid this word.
  • unstoppable

    Avoid this word. This is old messaging.
  • until

    Not till or 'till.
  • Update Current period

    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. 

    Use sentence case to refer to the Update feature, but note two things:

    • The feature name refers to another feature (Current period), so Current also takes a capital first letter.
    • The model interface currently displays the UI label with title case.

    Where documentation references the UI label, follow the capitalization users see in the UI.

  • upper bound

    The maximum value for a variable.
  • upward

    Not upwards.
  • USA

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

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

  • use vs. utilize

    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. 

    Use a hammer to pound a nail. 

    Utilize a hammer to hold the door open.

  • user

    An individual who uses the Anaplan platform. A user is not the customer; the individual's employer is.
  • user experience (UX)

    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).

  • User Group Meetup(s)

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

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

  • User Group(s)

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

    Use title case. 

  • user interface (UI)

    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). 

  • user name

    Not username unless it's in code.
  • Users

    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.

    Initial cap and bold when referring to the UI label. 

V

  • variable

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

  • variable data type

    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.

  • versus

    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. 

  • vs.

    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. 

W

  • web

    Not "Web" or "WWW".
  • web administrator

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

  • web master

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

  • web page

    Two words. Do not capitalize.
  • webcam

    One word.
  • webinar

    One word.
  • webmaster

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

  • website

    One word.
  • which

    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. 

    Anaplan customers, which includes Cloudera and Okta, are on a list to receive an invitation. 

    See also that and Pronouns.

  • white paper

    Not whitepaper. Do not capitalize.
  • Wi-Fi

    Note the capitalization and hyphen. It's a trademark.
  • window

    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. 

    Open your browser window.

    Do not bold or use sentence case. 

  • won't

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

  • workflow

    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.

  • worksheet

    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. 

    When talking about the UI, use sentence case and bold.

  • world-class

    Means that something is among the best in the world. It's not a provable or quantifiable thing, so avoid it.
  • wrap-ups

    Avoid this term. Use recap for post-webinar blogs and summaries.

X

  • xP&A (extended planning and analysis)

    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. 

Z

  • zero-based budgeting (ZBB)

    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.