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 ask-ads channel.

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  • .PEM

    The .PEM extension is used for different types of X.509v3 files that contain ASCII (Base64 encoded) data.
  • 24/7

    24 hours a day, seven days a week.
  • 50-50

    Referring to a 50% chance.

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. Examples: 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 user experience (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). Example: 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. 

    Avoid using "actual" or "actually" as an emphasizer or adjective. Bad example: He built an actual model as part of his class.

    For the UI label, use initial capitalization and bold. Example: This is the Actual version. Use lowercase when the word actual is an abstract noun or adjective.

  • ad hoc

    An adverb or adjective translated as "for this" and meaning "for this specific purpose" in English. Avoid where possible, as Latin phrases can make localization and translation difficult.

    It is never hyphenated, as in "decisions were made ad hoc." 

  • 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

    User with elevated privileges. Can be tenant administrator, cloud administrator, workspace administrator.
  • affect

    (v.), To influence. See also effect.
  • afterward

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

    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 and bold. When referring generically to all model versions, use lower case and no bold. Example: "Check all versions of your model."


  • 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. 

    Initial capitalize all three words, follow with the acronym in parentheses, and then use the acronym in subsequent mentions.

    Example: Application Lifecycle Management (ALM)

  • always on

    Two words when a descriptor after a noun. No hyphen. Example: My Slack notifications are always on.
  • always-on

    Hyphenated when used as an adjective before a noun. Example: Always-on Connected Planning is the wave of the future.
  • Anapedia

    The home of Anaplan's technical documentation content.

  • Anaplan

    Not Anaplan, Inc. or Anaplan.com.

    The product is called the Anaplan platform. 

  • Anaplan Academy

    The team responsible for the Anaplan Learning Center and 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. Not AppHub, Anaplan Hub, or App Store. Use App Hub (two words, initial caps) on second reference.

  • 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. Note caps.
  • Anaplan Connector for Boomi

    A connector to integrate the Dell Boomi Atmosphere Platform with Anaplan to import and export data. Note caps and spacing.
  • Anaplan Connector for Informatica Cloud

    A connector to integrate the Informatica Cloud with Anaplan to import and export data. Note caps and spacing.
  • Anaplan Connector for Mulesoft

    A connector to integrate Anaplan with Mulesoft Anypoint Flows. Note caps and spacing.
  • Anaplan Connector for Power BI Desktop

    A connector to integrate the Microsoft Power BI Desktop with Anaplan model exports. Note caps and spacing.
  • Anaplan employees

    People who work for Anaplan. Do not use Anaplanners or Anaplan Family to denote employees.
  • Anaplan for Consumer Packaged Goods

    Capitalize the line of business when part of the product name. Use Anaplan for Consumer Packaged Goods (CPG) on first reference. Anaplan for CPG is acceptable on second reference.
  • Anaplan for Finance

    A go-to-market (GTM) strategy tool for tracking, forecasting, and changing course based on informed real-time financial information.
    Capitalize the line of business when part of the product name.

  • Anaplan for Financial Services

    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 SaaS applications, including Salesforce and Workday. Note camel casing.
  • Anaplan HyperModel™

    Extends multidimensional modeling capabilities across functions (HR, finance, supply chain, and sales). 

    Note camel casing and trademark bug. HyperModel on second use.

  • Anaplan Learning Center

    Refers to the learning management system Anaplan uses to deploy and track training for both Anaplan customers and employees. Note the initial capitalization.
  • 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, both capitalized, 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 (initial capped) after first mention.

  • Anaplan mobile app

    Mobile app to view and manipulate data in Anaplan.
  • Anaplan object

    In the PowerPoint add-in, an element Anaplan can work with.
  • Anaplan OneCloud integration

    Enables data integration with Anaplan and other enterprise applications. Note caps and camel casing.
  • 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.
  • Anaplan Partner Portal

    Capitalize all three words. Use Partner Portal in subsequent references. When you use the word portal by itself, do not capitalize (for example: You can contribute to the system through a front-end 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.
  • 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 capitalization.
  • 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.
  • Anaplan's platform

    Capitalize only the Anaplan name. Use to describe the technology. Always platform, not app or service.
  • Anaplanner

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

    Multiple Anaplan users.
  • Android

    Name of the Android operating system. Always capitalized.
  • any more

    Two words when used to relate to quantity.
  • anymore

    (adverb) Used to relate to time. Avoid use.
  • API

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

    Use the acronym alone. 

    Example: 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 represent a particular business function or process. Do not capitalize when using on a button label (example: Create an app) or in body copy (example: To open an app, choose it from the list).
  • app contents

    A screen in the User Experience that displays 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

    A menu 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)

    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. 

    Initial capitalize all three words, follow with acronym in parentheses, and use the acronym in subsequent mentions.

    Example: 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. 

    Example: 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 term for the screen in the User Experience that displays all apps available to the user in a tenant. Also the header on the Apps screen. 

    Capitalize and bold in the body if referring to the header. Use sentence case and no bold to refer to the page. Example: Apps screen. 

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

     Use lower case when referring to a group of apps. Example: You can see a list of your apps on the Apps screen.

  • apps

    The apps feature 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.
  • 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. Example: You can assign items to a parent with the Assign action.

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


  • 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. Example: You can change authentication settings in the Authentication Settings dialog.

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, usually located at the top of the screen.
  • bar

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

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


  • basic authentication

    A method for an HTTP user agent (for example, 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.
  • Big Four

    Note initial caps. Not Big4 or Big 4. Refers to the four largest accounting firms in the U.S.: Deloitte, Ernst & Young (EY), PricewaterhouseCoopers (PwC), and Klynveld Peat Marwick Goerdeler (KPMG).
  • blue sky thinking

    Ideas don't need to be grounded in reality.
  • Blueprint

    The Blueprint feature in a module displays the formulas, dimensions, styles, and formats for each line item. Blueprint and grid are toggled by a set-square icon in the module, not a labeled button.
  • Board

    A UI label that page builders select to create a board, which is a type of page in the User Experience. Use sentence case and bold for the UI label. For the feature, use lower case and no bold. See also board.
  • board

    A type of page in the User Experience. Page Builders can create a board to display data via cards that enables high-level analysis. Distinguish from dashboards, which perform a similar function in models. Use lower case and no bold when referring to the feature. See Board for the UI label.
  • 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 (for example: a bottom-up sales forecast). Always hyphenated. Opposite of top-down. Never bottoms-up.
  • 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 (for example, to explain the Delete branch action) explain what a branch means.
  • Breakback

    Breakback is a feature that enables users to enter a new value into a total field and all the values that make up that total are recalculated to make up the new 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; apply bold when referring to the UI label only.
  • 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.
  • business partner

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

    A UI feature that changes its visual representation when the user selects it, similar to a physical button. Contrast with icon.
  • 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 in some acronyms that is not consistent with the non-Buyer's Kit acronym (example PB&F Buyer's Kit).

  • BYOK (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 intial caps on first usage with parenthetical acronym, and use acronym alone for subsequent mentions. 

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.
  • C-suite

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

    The mathematical determination of a cell value by use of Anaplan functions. Write as lower case 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, 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.
  • 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 or CAPEX.
  • 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. Use sentence case.

    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 label that lets users add pages to categories so they can organize their app.
  • category

    Organize the pages within an app.
  • 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. Not capitalized.
  • cell value details

    An unlabeled field in the top right of a module that displays additional data about a cell. For example, where the cell is 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. The field is accurate up to 15 or 16 decimal places.
  • Center of Excellence (CoE)

    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 utilization of the Anaplan platform to enable true Connected Planning.

    Don't capitalize "of." Abbreviation is CoE, not COE. Plural is Centers of Excellence.

  • CEO

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

    A trusted entity that issues digital certificates, which are data files used to cryptographically link an entity with a public key. Title case when using the full name.
  • Certificate Revocation List

    Spell out on first use, followed by the acronym (CRL) in parentheses. CRL for subsequent use. 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.
  • Certificate Signing Request

    Spell out on first use (note Title case), followed by the acronym (CSR) in parentheses. CSR for subsequent use. The request a user submits to a certificate authority to procure a certificate.
  • CFO

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

    Note capitalization. A certificate hierarchy that enables users to verify the validity of a certificate issuer.
  • Change parent

    A menu option in the worksheet context menu in the User Experience. Use sentence case and apply bold when referencing the UI label. Use lower case when describing the feature. Example: Select Change parent to change the parent.
  • chart card

    A card in the User Experience that displays a chart configured by a page builder. Note that this is lower case even when referring to the feature. Use sentence case and bold to refer to the UI label: Chart.
  • 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. Not check box (two words), and not Boolean. You can format a line item as a Boolean and this will display as a checkbox, but you should only refer to Boolean to identify the data format and the UI label you select. See Boolean.
  • Chrome

    The name of the web browser.
  • 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 something that is valid within Anaplan.
  • classic

    Classic is an internal-only term. 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 (see also Polaris). 

    Initial cap both words.

  • click here

    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.
  • 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 Anaplan's 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 or maintain the servers, saving 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 Anaplan's services.
  • cloud-based

    Preferred modifying term over SaaS. Do not capitalize. 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.
  • cloud-native

    Preferred modifying term over SaaS. Do not capitalize. 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.
  • 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.
  • CloudWorks™

    An Anaplan API that, integrated with Google’s BigQuery, aggregates data from multiple sources to automate processes (such as add, edit, patch, delete, etc.) bidirectionally. 

    Note camel casing and trademark bug. 

  • CMO

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

    Use a hyphen when the expression deals with a person's occupation or position. Examples: co-author, co-chair, co-sponsor.
  • co-brand

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

    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 utilization of the Anaplan platform to enable true Connected Planning.

    Don't capitalize "of." Abbreviation is CoE, not COE. Plural is Centers of Excellence.

  • 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 lower case when you refer to the feature. Note that the model interface currently displays the UI label with title case, Column Chart, and the label in UX is Column. Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI.
  • 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 lower case when you refer to the feature. Note that the model interface currently displays the UI label with title case, Combination Chart, and the UI label in UX is Combination. Where documentation references the UI label, apply bold and follow the capitalization that users see in the UI.
  • Community

    Do not use. 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. Capitalize both words. Avoid using "Community" alone to refer to the Anaplan Community.
  • 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. Components can also be an element‚ chart, table, or text in the PowerPoint add-in. Use lowercase unless starting a sentence. See Components for the UI label.
  • Components

    A UI label in the PowerPoint add-in. Use bold and a capital letter when referring to the UI label. Use lower case without bold when referring to the feature. See component.
  • composite hierarchy

    A hierarchy of lists that a workspace administrator can create by assigning each child list to a parent list. Not a UI label, so no bold or capitals.
  • composite list

    Composite lists are also referred to as composite hierarchies or hierarchy lists.
  • 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. Also a UI label. Use bold when you refer to the UI label. 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 that users see in the UI.
  • configurable

    Use in place of customizable, which worries IT departments.
  • 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 add bold when you reference the UI label.
  • Connected Planning

    Parallel to the Gartner term "extended planning and analysis (xP&A)" as Anaplan's branded version.

    Always initial capitalized--both words. Do not hyphenate when used as a compound modifier. Example: Connected Planning journey. 

  • Connected Planning platform

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

    Connected Planning is always initial capitalized, platform is not. 

  • Connected Planning Xperience (CPX)

    Replaced by Anaplan Live! in 2022. (Note: Two words, both capped, 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 camel casing.

  • Connector for Informatica Cloud

    A tool that allows running Anaplan actions without waiting for batch files.
  • 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 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 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. Use bold when referring to the UI label. Sentence case applies, but note that as Support is the name of a team, we use a capital letter for that as well.
  • 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 you refer 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. The terms should be distinguished in documentation because a page is a specific component in the UX. Context selectors enable users to select the context of data on a page; they 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.
  • 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 you refer 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 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 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 you refer 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 specific. Use company or organization instead.
  • CPX

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

    The Connected Planning Xperience. Note missing "E" in the third word. 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.

  • 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. Apply bold and sentence case to refer to the UI label. Use sentence case to refer to the feature (the Create action). Use lower case for the verb create. Example: To create a Create action...
  • Create a page

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

    A UI label that displays on the Apps screen. Page builders can select this to create a new app to meet their business needs. Use bold and sentence case when you refer to the UI label. When you refer to the action of creating an app, use lower case and no bold. Example: To create an app, select Create an app.
  • CRL

    Certificate Revocation List. Spell out on first use, followed by the acronym in parentheses. CRL for subsequent use. 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.
  • CRO

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

    Certificate Signing Request. Spell out on first use (note title casing), followed by the acronym in parentheses. CSR for subsequent use. The request a user submits to a certificate authority to procure a certificate.
  • 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 you refer 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. Example: to cut back.
  • cutback

    (n., adj.) The instance of deduction itself. Example: a cutback.
  • cutting edge

    At the forefront of technology or style.
  • CxO

    (with a lowercase x) Shorthand for anyone in the C-Suite. (CXO in all caps more frequently refers to the chief experience officer.) Use only in tweets and tight places.

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. For example: 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

    Data collections contain historical data that are used by a forecast model. This can include supporting data sets. The forecast model analyzes patterns in the data collection and learns from them. Do not capitalize unless at the start of a sentence.
  • 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. Lower case, except at the start of a sentence.
  • data sheet

    Deprecated. 

    Per Content Collaborators 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 March 2022 Content Collaboration meeting. Not capitalized. 

  • date picker

    A UI component for selecting a date. Use lower case except at the start of a sentence.
  • datum

    Do not use "datum" for a single instance of "data." Use "data" as both a single and plural noun. 
  • 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.
  • 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 lower case except at the start of a sentence.
  • Delete

    Used in several places in the Anaplan UI. Users can select Delete to delete 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. When you refer to the UI label, write in sentence case, with Deployed in bold. Otherwise use lower case, unless at the start of the sentence.
  • Description

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

    The mode in which a page builder can make changes to a page. Use lower case unless at the start of a sentence.
  • dialog

    A input control on the UI. A model with which users can interact is called a dialog. If it has more than one step, describe it as a wizard instead. Do not capitalize unless at the start of a sentence.
  • digital

    Preferred as an adjective (digital processes) but acceptable as a noun. Example: 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.
  • 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 you refer to the UI label.
  • DocuSign add-on

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

    Note capitalization. An integration that enables customers to email DocuSign documents populated with Anaplan data.
  • don't

    Rewrite if possible to avoid this word and put the focus on what the customer should do.
  • dot chart

    A type of chart that page builders can add to pages in the User Experience. Use lower case unless it is a UI label. When referring to the UI label, Dot, use sentence case and apply bold.
  • drag and drop

    (v.) To drag and drop the folder by clicking on the folder icon, keeping the button depressed, and releasing the button when the folder is in its new place. Also, (n.) to move the folder using the drag and drop technique. See also (adj.) drag-and-drop capability.
  • drag-and-drop

    (adj.) Hyphenate only when used as an adjective. Example: The drag-and-drop capability. Do not hyphenate in the imperative. Example: Drag and drop a card. 

  • 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. Use sentence case when you refer to the feature or the UX UI label. Always use two words as a verb phrase. Example: You can drill down on values…. Or when used as a modifier Example: Expand the drill down selection.... 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

    Refers to the dropdown menu function in the UI. One word as both a noun and an adjective. No hyphen. Example: Select a link from the Link to a page dropdown.

    A UI element that unfurls downward to display a list of user-defined items that can be selected. 

  • Dynamic Cell Access

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

E

  • e-book

    Not ebook, Ebook, E-book, or eBook. Capitalize if the first word of a sentence: E-book.
  • 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

    The phase of release to customers before general availability (GA). Note Title casing.
  • Edit

    A UI label that displays in various places in both the User Experience and modeling.
  • Edit toolbar actions

    Deprecated. See Configure toolbar actions.
  • effect

    (v.) To cause. Also (n.) result. See also affect.
  • eLearning

    Not e-Learning or elearning.
  • email

    Not e-mail.
  • end user

    Synonymous with business user. No hyphen. Also a toolbar in the UI.
  • Enter

    (n.) A key on a keyboard that users can press to input data. Capitalize but do not apply bold when you refer to the key. Example: Press Enter to submit.
  • enter

    (v.) The action of a user inputting data into a cell or field. Only capitalize at the start of a sentence. Example: By entering a seven into the field...
  • Enterprise

    A type of customer subscription. Also a term for any large, complicated, or risky project.
  • enterprise performance management (EPM)

    EPM considers 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 lower case 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. Re-write to "entitles," if possible. For example: You have entitlement to... Better: A Professional or Enterprise subscription entitles you to…
  • EPM

    Enterprise performance management. EPM considers 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 lower case on first use, then provide the acronym in parentheses. In subsequent uses, use the acronym. 

  • Equal to

    A UI label in the User Experience that enables users to define filter rules for when the value in a cell is equal to a defined parameter. Use sentence case and bold for the UI label, but otherwise write as lower case unless at the start of a sentence.
  • error message

    Don't use. Use message for a more positive tone.
  • Excel Add-in

    A software product that links to Anaplan. Note that "add-in" is always hyphenated. Capitalize "add" when preceded by "Excel," but use lowercase when talking about add-ins generally. Example: To start using your add-in…
  • Excel Add-in

    Accesses data from Anaplan modules and saves views in Microsoft Excel. Anaplan's tech documentation says to use the Excel Add-in to extract information to Word and PowerPoint.

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

    Note initial caps and hyphen. 

  • 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

    An option on the Data menu of modules that enables users to set up an export.
  • extension

    Use instead of file extension. Examples: the .zip extension rather than 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. There are pronunciation variations: Pronouncing each letter (eff-ay-kyoo) takes "an" as a definite article (and is an initialism) and pronouncing the combined letters as a word (fack) takes "a" as a definite article (and is an acronym). It's best to revise to avoid needing the definite article.
  • Favorites

    A panel in Home that displays a list of models tagged by the user 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 lower case and no bold when referring to models that have been favorited. Example: Your favorites display in the Favorites panel.
  • feasibility

    An alternative to optimality, this offers a possible solution to a problem with no distinct objective, a variable, or one or more constraints.
  • fewer

    Applies to countable nouns. Example: attendees, chairs, 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 lower case when you refer to the feature. Note that the UI label for the card in UX is Field. Where documentation references the UI label, apply bold and sentence case.
  • file formats

    Capitalize the acronyms. Examples: MP3, PDF, JPG, etc. For extensions, don't use "file extension" (just "extention") and lowercase the letters after the period. Examples: .mp3, .pdf, .jpg, etc.
  • file name

    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 a camel case single word. Example: FileName property.
  • filename

    One word when referring to a programming term. Example: Enter the filename property. Camel case single word when referring to a bit of code by this name. Example: FileName property. Two unhyphenated words as an adjective or a noun when referring to the name of a file. Example: The file name is Folder.
  • filename extension

    Use instead of file extension. Use lowercase and include the "dot" if you refer to the filename extension in your copy. Example: Save your image with the .jpg extension.
  • Filter

    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. Otherwise, use lower case, unless at the start of a sentence.
  • filter rule

    The settings by which data is filtered.
  • financial planning

    Indicates planning in the context of a finance department. Example: Financial planning and analysis (FP&A) is squarely aligned with the office of finance. Do not use finance planning.
  • Find

    A feature label in the UI. The Find feature enables users to find data tags. Also the name of a component used to search for information within an environment. When referring to the UI label or feature, use sentence case, add bold for the UI label. When used as a verb, write as lower case, except at the start of a sentence. Example: Select Find to find the data tag. Distinguish from FIND, the calculation function, which should always be written in all-caps.
  • 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 with no hierarchy. Each item in the list has the same relative value. Use lower case unless at the start of a sentence.
  • following

    Do not use "the following" to suggest that someone read a bulleted list or act on procedural steps. Instead, be more direct. Example: Do this next.
  • 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. When you refer to the UI label, capitalize the first letter and apply bold. Use sentence case for referring to the version as a feature. Example: Forecast version. Use lowercase when the word forecast is an abstract noun or adjective.
  • 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. For example, 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. For example, the forecast predicts that every week you’ll sell 1000 units for the next four months (with four months as your forecast horizon).
  • forecast value added

    A method of measuring forecast performance. Spell out on first use with parenthetical acronym. Abbreviate after first use.
  • forecasting

    Does not mean or imply financial forecasting unless talking specifically about financial forecasting.
  • forward

    Not forwards.
  • FP&A

    Financial planning and analysis. Spell out with parenthetical acronym in first use, acronym alone after that. Use the ampersand only in the abbreviation.
  • FP&O

    Financial planning and operations. Spell out on first use with parenthetical acronym, acronym alone after that. Use the ampersand only in the abbreviation.
  • FPM

    Financial performance management. Spell out on first use with parenthetical acronym. Use the acronym alone after that.
  • free

    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.
  • FVA

    Forecast value added. Spell out on first use with parenthetical acronym. Abbreviate after first use.

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. Example: 10 GB.
  • 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 we refer to them by their feature name and not as lists.
  • General weeks

    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 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/).
  • global navigation

    Provides consistent navigation throughout Anaplan.
  • 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 software product that links to Anaplan. For this product, use "add-on", not "add-in" (which is mainly associated with Microsoft products). Note the capitalization and hyphenation when preceded by the product name. Use lowercase when talking about add-ons more generally. Example: To start using your add-on…
  • Google Sheets Add-on

    A 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 initial caps, spacing, and hyphen. 

  • gray

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

    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, but otherwise write as lower case unless at the start of a sentence.
  • Greater than or equal to

    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, but otherwise write as lower case unless at the start of a sentence.
  • grid

    Grids are the rows and columns that display the 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 you refer to the UI label, apply sentence case and bold. Otherwise, write in lower case, unless at the start of a sentence.
  • grid card

    A page component in the User Experience that displays grids. Note that this is lower case when referring to the feature. Use sentence case and bold to refer to the UI label. Example: Select Grid to toggle the grid view on and off in a model view.

H

  • hackathon

    Not capitalized unless at the beginning of a sentence, no hyphens.
  • hard-code

    Hyphenated. Not hardcode.
  • hard-coded

    Hyphenated. Not hardcoded.
  • Help

    UI label for accessing support options from within Anaplan.
  • Hide selection

    Note sentence case.
  • hierarchy filter

    A feature in the User Experience that synchronizes data items across grids by hierarchy. UI label is sentence case.
  • 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 sentence case when you refer to the feature, use sentence case and bold when you refer to the UI label. Use lower case when you refer to history as a simple noun. Example: Go to the History pane to view a model's history.
  • 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 sentence case for the feature name and sentence case and bold for the UI label. When used as a verb, use lower case.
  • Home

    Home is an Anaplan feature that displays the models, pages, and apps users can access. It's the first screen people see when they log in, and it's also a UI label in the Application menu they can select to navigate to Home. Note that homepage is a deprecated term.
  • homepage

    Deprecated. See Home.
  • Hub Comes to You

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

    Anaplan's scalable, multi-dimensional, in-memory technology to handle trillions of cells for thousands of users across multiple models. No capital in the middle. Use the registered trademark bug on first usage.
  • hyper-growth

    Not hypergrowth.
  • 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

    HyperConnect powered by Informatica Cloud is a way to get data into and out of the Anaplan platform. Use camel casing.
  • 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.

    Note camel casing.

  • HyperModel™

    Extends multidimensional modeling capabilities across functions (HR, finance, supply chain, and sales). 

    Note camel casing and trademark bug. HyperModel on second use.

I

  • i.e.

    Use "that is" or "in other words" instead (the English translation of the Latin "id est"). If you must use it, lowercase with periods, always followed by a comma unless at the end of a sentence. We recommend avoiding Latin abbreviations as they are not localization-friendly. See also e.g.
  • IB

    Short for installed base, the number of actual users for a system or service.
  • IBP

    Integrated business planning. Spell out on first usage (all lower case) and then parenthetical acronym. Use the acronym for subsequent mentions.
  • ICM

    Incentive compensation management. Spell out in first usage (all lower case) with parenthetical acronym. Use the acronym in subsequent mentions.
  • 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.
  • image card

    A page component in the User Experience that displays images. UI label: Image
  • impactful

    Avoid; use influential or effective.
  • inbox

    Not capitalized unless the name of a file (that is, a proper noun).
  • Include new items

    A UI label for 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. Where documentation references 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 lower case.
  • indexes

    Use instead of "indices".
  • input

    A singular and plural noun to describe an input control in the UI. Never has an S on the end unless as a third-person present-tense verb conjugation. Example: Harry inputs the data as we watch.
  • input data

    Values necessary for computing the 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, new list items, new versions, and new functional areas.
  • 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. Otherwise use lower case, unless at the start of a sentence.
  • Insights panel

    A panel in the UI providing users with additional information on a worksheet. Use sentence case when referring to the feature. Only use bold when you refer to the Close insights panel and Show insights panel tooltip text. See also Additional insights.
  • integer linear program

    A linear program in Optimizer where variables are constrained to integral values (whole numbers). Use lower case except at the start of a sentence.
  • integration

    Software that connects Anaplan data with other enterprise applications.
  • Intermediary Certificate

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

    Not capitalized.
  • intranet

    A private network inside a company or organization, only for internal use. 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. Where documentation references the UI label, apply bold and follow the capitalization users see in the UI. Note that this is different to the calculation function ISBLANK, which should be written in all caps.
  • 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. Where documentation references 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. Where documentation references the UI label, apply bold and follow the capitalization users see in the UI. Note that this is different to the calculation function ISNOTBLANK, which should be written in all caps.
  • 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. Where documentation references the UI label, apply bold and follow the capitalization users see in the UI.

J

  • just

    Avoid use - this is an empty modifier.

K

  • Keyboard shortcuts

    A menu item in the Anaplan Help menu that links to a list of keyboard shortcuts. Sentence case only when referring to the UI menu item.
  • keystore

    One word, lowercase. A repository of security certificates used in encryption.
  • kick off

    (v.) to begin. Example: Let's kick off this meeting.
  • kick-off

    (adj.) Describes a certain type of meeting or activity, usually at the start of a project or event. Example: We held a kick-off meeting.
  • kickoff

    (n.) The beginning of something. Example: We attended the sales kickoff.
  • KPI

    Key performance indicator. Spell out in lower case on first usage with parenthetical acronym. Use the acronym alone for subsequent mentions.
  • KPI card

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

L

  • Leaders Connect

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

    Applies to singular mass nouns and uncountable nouns. Examples: water, gravity, love, zinc. (See also fewer.)
  • leverage

    Apply force or pressure to gain something.
  • line item

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

    Two words, neither capitalized. 

  • 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. For more details, see Anapedia for a description of each list type.
  • 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.) Describes the activity of accessing an application or platform by entering a user name and password. Example: Now you can log in to the platform.
  • login

    (n.) The name for how a user crosses the threshold of an application or platform. Example: This is your login. (adj.) A descriptor of a certain type of term or phrase used to access an application or platform. Example: 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 UI label on a button in the Models page and an option in the User menu in Classic models. Both launch the Model management dialog.
  • Management Reporting

    Note capitalization.
  • management reporting

    A type of business intelligence that helps managers oversee operations and performance through reports. (Not an Anaplan expression.)

    See also Anaplan Management Reporting (an Anaplan tool).

  • 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.
  • 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. Example: 10 MB.
  • 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. Example: 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).
  • 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

    Lower case. A user with workspace administration privileges who creates and modifies models.
  • Model search

    A UI label and the header for a dialog that enables users in the new modeling experience to search for model components within a model.
  • 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 in general copy. UI label: Modules Only capitalize when referring to the UI label in Anaplan that gives users access to the elements of their model.
  • 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.
  • MPM

    Marketing Performance Management. Spell out on first use, followed by the acronym in parentheses.
  • MRM

    Marketing Resource Management. Spell out on first use, followed by the acronym in parentheses.
  • MS

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

    Using two or more paths for transmission or processing. Not multi-channel, MultiChannel, or multiChannel.
  • multidimensional

    Looking at data from several dimensions. Not multi-dimensional.

N

  • nationwide

    Not hyphenated. 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. Where documentation references the UI label, follow the capitalization users see in the UI and apply bold.
  • New category name field

    Sentence case. The field in which users enter a new name for a category.
  • New Modeling Experience

    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.

    Note initial caps. Use the acronym after first usage. 

  • new user experience

    New should not be capitalized; this is not a product name, just a comparative term for the "newer than Classic" interface.
  • NMX

    New Modeling Experience. 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.

    Note initial caps. Use the acronym after first usage. 

  • Notifications

    In the User Experience, the Notification button launches the Notification designer. In the Anaplan platform, Notifications is a pane where notifications are displayed.

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.
  • OCSP

    Online Certificate Status Protocol. 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.
  • offline

    Not connected to the internet.
  • omnichannel

    Not omni-channel, OmniChannel, or omniChannel.
  • on premise

    (n.) Not on prem. Example: The software is hosted on premise. AP finds "on premises" to be more grammatical in some uses. Example: The software is hosted on premises. See also on-premise.
  • on-premise

    (adj.) Not on-prem. Example: On-premise software is expensive to maintain. AP finds on-premises to be more grammatical in some uses. Example: The on-premises meeting took four days.
  • 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.
  • Online Certificate Status Protocol

    An internet network protocol used to determine certificate status. Note Title casing. Spell out on first use, followed by the acronym (OCSP) 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

    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.
  • Open dashboard

    An action that workspace administrators can set up in a model to open one dashboard from another. 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.
  • 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.
  • Optimizer

    An entitled 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 bold and initial cap for the UI label. Use lower case for the verb: to optimize.

  • Order list

    An action that workspace administrators can set up in a model so they can order a list to match the order set in a module. 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 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. Examples: 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 see when creating a page. Note sentence casing.
  • 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 (UX) is called a context selector. The terms should be distinguished in documentation as a page is a specific component in the UX, so it 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. Example: 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.

    Example: 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. Examples: Anaplan is happy to present with its partner Deloitte. John Williams, partner at Williams and Son Law...
  • 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

    Planning, budgeting, and forecasting. N.B. 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.
  • 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, initial caps, and the presence of the 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). 

  • platform

    Do not capitalize. Use in place of tool or tools.
  • 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. Example: Contribute to the system through a front-end portal. When referring to the Anaplan feature, use Anaplan Partner Portal on first reference; Anaplan Portal on second reference. Note capitalization.
  • PowerPoint add-in

    Note that "add-in" isn’t capped.
  • 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.


    Initial cap both words. 

  • principal

    First in rank, authority, importance, or degree. Often a person. Example: domain principal.
  • principle

    A fundamental truth, law, doctrine, or motivating force. Example: 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 you refer to the New Action menu option in a model, write Process with a capital first letter and apply bold. Otherwise write as lower case unless at the start of a sentence.
  • 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.

R

  • raise the bar

    Better: Increase the standards (or expectations).
  • RCA

    Root cause analysis. Spell out on first usage with the acronym following in parentheses.
  • read/write

    Do not capitalize.
  • real time

    An immediate or nearly immediate response. Example: Edit the results in real time. Hyphenate only when modifying a noun. Example: The platform allows real-time edits.
  • Rename

    In Model management, a tab where you can rename a model. In the User Experience, a menu item that enables you to rename a list item.
  • Reorder

    In the User Experience and Models, an icon that reorders objects such as line items, lists, and versions. In Dashboards, an icon that reorganizes the list of dashboards.
  • retweet

    Do not capitalize.
  • roll out

    (v.) The act and process of delivering software. Example: We will roll out Anaplan.
  • rolling out

    (v.) The act or process of delivering software. Example: We are rolling out Anaplan.
  • rollout

    (n.) When the software will begin delivering. Example: Your Anaplan rollout will begin.
  • Root Certificate

    A public key security method that identifies a root certificate authority such as Comodo, DigiCert, or GlobalSign.

S

  • S&OP

    Sales and operations planning. Spell out on first usage with the acronym following in parentheses. Use the ampersand in the abbreviation.
  • SaaS

    Software as a service. Use sparingly; consider "cloud" or "cloud-based" instead.
  • sales force

    The group of people selling a product. Two words, not salesforce unless referring to Salesforce.com.
  • Sales Performance Incentive Fund

    Spell out on first use, followed by the acronym in parentheses (SPIF).
  • salesperson

    One word. Plural is salespeople.
  • 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

    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.
  • SCIM

    System for Cross-Domain Identity Management. 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 on first usage with parenthetical acronym, and use the acronym alone for subsequent mentions.


  • SCM

    Supply chain management. Spell out on first usage with the acronym following in parentheses.
  • SCPM

    Supply chain performance management. Spell out on first usage with the acronym following in parentheses.
  • Search Community

    An option in the Help menu that opens the Search the Community page in a new tab. Note that both Search and Community have capital first letters because Community is a named feature. Apply bold when referring to the UI label, but use lower case for search when used as a verb. Example: Select Search Community to search for answers on Community.
  • searched

    Not Googled.
  • SEC

    No need to spell out on first usage.
  • SEC compliance

    No need to spell out on first usage.
  • segregation

    Racist connotations; do not use. Use "separation" instead.
  • self-service (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 (single sign-on). 

    (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. Capitalize for this usage, lower case for most others.
  • SG&A

    Sales, general, and administration. A budget category. Spell out on first usage with acronym in parentheses.
  • Show/Hide

    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. The name of a panel where you choose items to show on columns and rows in a worksheet or on a card.
  • 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.
  • silo

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

    A collection (of information) that doesn't interact with other collections. Note that there is an E to make the past tense.
  • silos

    More than one collection (of information) that doesn't interact with other collections. Note that there's no E to make it plural.
  • simply

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

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

    Example: 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.
  • Solution Architect

    Capitalize to designate this as an official title.
  • some

    Avoid use - this is an empty modifier.
  • Sort

    In Models, a toolbar icon that arranges rows or columns. In the User Experience, an icon that sets the sort for a grid on a custom view.
  • 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.
  • SOX compliance

    Compliance with the Sarbanes-Oxley Act, which is 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.
  • SPIF

    Sales Performance Incentive Fund. Do not use SPIFF, spif, or spiff. For the plural, use SPIFs. Spell out on first use, followed by the acronym in parentheses.
  • SPM

    Sales performance management. Spell out on first use followed by the acronym in parentheses.
  • spreadsheet killer

    Avoid this term. Many potential users (particularly in finance) love spreadsheets. Anaplan is a complementary, and better, alternative.
  • 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 (single sign-on).

    (Not an Anaplan product.) Anaplan offers the option of SS OAuth to tenant security administrators.

  • SSO

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

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

    See also single sign-on. Not the same as SS OAuth.

  • 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."
  • supply chain

    Not capitalized unless part of a product name. Example: Anaplan for Supply Chain.
  • sync

    Not synch.
  • 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 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 capitalization and spacing.
  • TEI

    Total economic impact. Spell out on first usage with the acronym following in parentheses.
  • tenant

    The name for the container of workspaces controlled by tenant administrators. Users with more than one tenant can switch their tenant with the tenant dropdown on the right-hand side of the navigation bar.
  • 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. Example: Customers that prepared for an IPO include Cloudera and Okta. See also which and the Pronouns article.
  • third party

    (n.) Never 3rd party. Example: The software is licensed to a third party.
  • third-party

    (adj.) Never 3rd-party. Example: This is third-party software.
  • Time

    The area in Models where modelers configure time settings including the model calendar and time ranges.
  • Time Out

    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.
  • time zone

    Two words.
  • tips and tricks

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

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

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

    Example: 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. Example: a top-down sales forecast. Always hyphenated. Opposite of bottom-up. Never tops-down.
  • toward

    Not towards.
  • Transactional APIs

    Anaplan APIs that create integrations working with both model data and metadata. Note capitalization, lack of apostrophe, and spacing.
  • transactional application programming interface (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 the first word in lower case, add the acronym for the last three words in parenthesis, and use the first word and acronym in subsequent mentions. 

    Examples: 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.
  • UI

    Acronym for user interface. 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 lower case with parenthetical acronym on first usage, acronym alone on subsequent usage. Compare to user experience (UX). 

  • UK

    Not U.K.
  • Uncategorized

    In the User Experience, any pages without a category are listed under Uncategorized.
  • 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 feature, but note two things: 1. The feature name refers to another feature (Current period), so Current also takes a capital first letter. 2. 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.
  • 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)

    Always Title case. Meetup used by itself is not capitalized in the flow of a sentence.
  • User Group(s)

    Should always be capitalized.
  • 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.)

    Lower case with parenthetical acronym on first usage, acronym alone for subsequent usage. Compare to user experience (UX). 

  • user name

    Not username unless it's in code.
  • Users

    The area in Models where modelers add and maintain users. Also a tab in Administration where you view information about the users in the Anaplan environment.
  • UX

    Acronym for user experience. 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.) 

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

  • UX

    User Experience

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, 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, 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 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. Example: Customers, which included Cloudera and Okta, prepared for an IPO. See also that and the Pronouns article.
  • 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. Example: 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

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

Z

  • ZBB

    Zero-based budgeting. Spell out and add the parenthetical acronym on first use. Do not capitalize spelled out version except at the beginning of a sentence.
  • zero-based budgeting

    Write out and add "(ZBB)" on first use, then use abbreviation for subsequent uses. Do not capitalize spelled out version except at the beginning of a sentence.