Anaplan Supply Chain Planning Models Training Course

Course overview

Supply chain teams need plans that connect demand, inventory, supply, capacity and financial implications without waiting for spreadsheet consolidation. This course addresses the practical challenge of building and maintaining Anaplan models that let planners test assumptions, expose constraints and publish an agreed operational plan. Participants learn how to replace disconnected forecast files and manual allocation logic with governed, driver-based planning models that support monthly S&OP, weekly supply reviews and exception-based decision-making.

The course covers Anaplan model architecture for supply chain use cases, including lists, hierarchies, modules, line items, versions, time settings, formulas, import actions and dashboards in the Anaplan UX. Participants build demand plans, inventory projections, supply and capacity calculations, constrained allocation logic and scenario comparisons. They also learn to structure data flows from ERP and forecasting sources, apply model-building standards, configure role-based access, and diagnose common formula, dimensionality and performance problems.

Instruction combines guided demonstrations with a running manufacturer case study. Each participant develops a working supply chain planning model containing product-location hierarchies, demand inputs, inventory policies, supply assumptions, capacity constraints and management-facing pages. The final deliverable is a documented Anaplan planning prototype, including a model map, calculation logic, import design and a short implementation backlog that can be adapted to the participant's own planning environment.

The course is suited to supply chain planners, planning analysts, Anaplan model builders and operational leaders who need to design, improve or confidently govern Anaplan-based planning processes. It is particularly valuable where demand, procurement, manufacturing and distribution teams require one shared planning view.

Course objectives

By the end of this course, participants will be able to:

• Configure Anaplan lists, subsets, hierarchies, versions and time ranges for a multi-level supply chain planning model
• Build demand, inventory, supply and capacity modules using dimensionality, line-item formats and PlanIQ-ready data structures
• Write Anaplan formulas for beginning inventory, safety stock, replenishment requirements, lead-time offsets and constrained supply allocation
• Design product-location and supplier-capacity planning hierarchies that support aggregation and drill-down analysis
• Create import actions and mapping logic to load master data, forecasts, inventory balances and supplier parameters from ERP extracts
• Develop Anaplan UX pages for demand reviews, supply exceptions, inventory risks and scenario comparisons
• Apply DISCO and PLANS model-building standards to document, audit and improve supply chain model performance
• Produce a documented Anaplan supply chain planning prototype and implementation backlog for a defined business use case

Benefits of attending

Target competencies

Who should attend

• Supply Chain Planners — who need to translate demand, inventory and supply assumptions into an executable plan
• Anaplan Model Builders — who need domain-specific patterns for constructing scalable supply chain models
• Demand Planners — who need to publish forecast inputs and compare demand scenarios with supply implications
• Supply Planners — who need to calculate replenishment, capacity requirements and allocation decisions
• Procurement and Supplier Planning Analysts — who need to model lead times, supplier constraints and purchase requirements
• S&OP or IBP Managers — who need reliable Anaplan views for cross-functional planning decisions

Requirements and prerequisites

Participants should be comfortable with core supply chain planning concepts such as forecast, lead time, inventory, safety stock, replenishment, capacity and product-location planning. Basic spreadsheet confidence is expected: participants should be able to read tables, use simple formulas and interpret CSV or Excel extracts. Prior Anaplan experience is helpful but not essential; the course starts with model navigation and core building blocks before progressing to planning logic. Participants do not need programming, SQL, advanced statistics, ERP configuration experience or prior certification. Complete beginners should expect a technically hands-on week with structured guidance.

Training methodology

The instructor teaches each concept through a supply chain planning case involving a multi-site manufacturer, then participants configure the same capability in Anaplan. Short demonstrations are followed by individual model-building tasks covering hierarchies, formulas, imports, UX pages and scenario analysis. Groups review planning trade-offs such as capacity shortages, delayed supply and safety-stock changes, using the model outputs to justify actions. Daily checkpoints include model reviews and troubleshooting. The final session converts each prototype into a practical implementation plan for the participant's organisation.

Course outline

Day 1: Anaplan foundations for supply chain planning

• Anaplan navigation, model settings and supply chain planning use cases
• Lists, parent-child hierarchies and composite product-location dimensions
• Time ranges, model calendar settings and planning horizons
• Modules, line items, dimensionality and summary methods
• Versions for baseline, budget, latest estimate and scenario planning
• DISCO model design principles for supply chain applications
• PLANS standards for logical, auditable and sustainable model construction

Workshop: Build a product, location, supplier and time hierarchy with core system modules for the manufacturer planning case.

Day 2: Demand and inventory planning logic

• Demand forecast input modules and forecast-adjustment workflows
• Statistical forecast, sales override and consensus-demand version design
• Inventory opening balances, receipts, demand and closing-stock calculations
• Safety stock and reorder-point formula design
• Lead-time offsets using PREVIOUS, OFFSET and POST functions
• Product-location inventory policy parameters and exception flags
• Anaplan import actions for forecast and inventory data files

Workshop: Create a demand and inventory model that identifies projected stockouts and excess-stock positions by product and location.

Day 3: Supply, procurement and capacity modelling

• Net requirements and replenishment proposal calculations
• Supplier lead times, minimum order quantities and order-multiple rules
• Purchase order arrival schedules and in-transit inventory treatment
• Manufacturing capacity, throughput rates and available-hours calculations
• Constrained supply allocation across products and distribution locations
• Bill of materials and component-demand explosion concepts
• Supply exception analysis for shortages, delays and capacity overloads

Workshop: Build a constrained supply plan that allocates limited supplier and production capacity against prioritised demand.

Day 4: User experience, scenarios and model governance

• Anaplan UX boards, worksheets and management-reporting page design
• Context selectors, card configuration and drill-down navigation
• Scenario comparison using versions and assumption modules
• Exception dashboards for inventory, capacity and supplier risks
• Roles, selective access and workflow considerations for planners
• Model maps, naming conventions and calculation documentation
• Performance tuning through dimensionality reduction and formula optimisation

Workshop: Design an Anaplan UX planning workspace that enables a supply review team to compare scenarios and investigate exceptions.

Day 5: Integration, testing and implementation planning

• ERP-to-Anaplan data-flow design for master data and transactional planning inputs
• Import mapping, data-cleansing rules and error-handling practices
• Integration options using Anaplan CloudWorks and Anaplan Connect
• Reconciliation checks between source data, planning modules and published outputs
• User acceptance testing scripts for supply chain planning models
• Deployment sequencing, model governance and release-management controls
• Implementation backlog development using business value, risk and dependency criteria

Workshop: Complete and present a documented supply chain planning prototype with a data-flow design, test checklist and prioritised implementation backlog.

Tools & standards covered

Anaplan, Microsoft Excel, SAP S/4HANA, ASCM SCOR Digital Standard

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions