Overcoming Anaplan Workspace Limitations
Anaplan provides robust Enterprise Performance Management capabilities, but organisations frequently encounter workspace constraints that impede scaling and performance. Understanding these limitations and applying proven optimisation strategies keeps your implementation running smoothly.
Organisations using Anaplan often face size and capacity issues that restrict their ability to expand datasets, develop additional analytical models, and maintain optimal performance. These constraints can ultimately delay reporting and decision-making if not addressed proactively.
The good news is that most workspace limitations stem from model design choices rather than fundamental platform constraints. With deliberate optimisation, organisations can significantly extend their workspace capacity without purchasing additional allocation.
Understanding the Challenge
Anaplan workspaces have defined capacity limits that determine how much data and how many models they can contain. As organisations add users, extend planning horizons, and incorporate new business dimensions, they consume this capacity progressively.
Warning signs include slower calculation times, delayed data loads, and ultimately hard stops when workspace allocation is exhausted. Addressing these issues reactively is far more disruptive than proactive optimisation.
Seven Optimisation Strategies
1. Align Model Granularity – Coordinate with FP&A managers to match data detail levels with actual business planning requirements. Many models contain granularity that serves no planning purpose, consuming space without adding value. If weekly detail exists but planning happens monthly, that weekly dimension wastes capacity.
2. Conduct Regular Model Reviews – Systematically identify and remove obsolete modules and line items that no longer serve the planning framework. Archive rather than delete historical models to preserve audit trails while freeing active workspace. Schedule quarterly reviews to prevent accumulation of redundant elements.
3. Reduce Dimensionality – Evaluate which dimensions are truly necessary within models to minimise complexity while preserving analytical capability. Each dimension multiplies cell count; removing unnecessary dimensions delivers exponential space savings.
4. Leverage Subsets – Use subset functions on General Lists to restrict items to only relevant selections, reducing unnecessary cell creation. Rather than including all products in every module, create subsets containing only the products relevant to specific planning processes.
5. Archive Inactive Models – Store test and legacy models without consuming workspace allocation. Archived models have unlimited retention capacity and can be restored when needed. This approach preserves historical work while maximising active workspace availability.
6. Centralise System Modules – Follow Anaplan best practices by creating central system modules for mappings and reusable operations rather than duplicating logic across models. This approach reduces maintenance burden while conserving space.
7. Optimise Calculation Logic – Review formulae to condense operations where possible. However, balance performance gains against potential calculation engine strain from overly complex consolidated formulas. Sometimes multiple simpler calculations outperform single complex ones.
Implementation Approach
Workspace optimisation works best as an ongoing discipline rather than a crisis response. Establish monitoring to track capacity consumption trends, set thresholds for review triggers, and allocate regular time for model hygiene.
When optimisation becomes urgent, prioritise changes that deliver maximum space recovery with minimum disruption to active users. Quick wins build momentum and demonstrate value, creating support for more substantial restructuring where needed.
Stakeholder Engagement
Initiating critical discussions within your organisation with key commercial stakeholders is essential when addressing workspace optimisation. Technical changes affect business users, and their input ensures solutions align with future strategic objectives rather than providing temporary fixes.
Involving stakeholders early also builds understanding of platform constraints, reducing requests for capabilities that would consume disproportionate resources. Educated users make better trade-off decisions.
When to Seek Expert Help
Complex workspace optimisation often benefits from external expertise. Consultants who have addressed similar challenges across multiple implementations bring pattern recognition and proven techniques that accelerate resolution.
They can also provide objective assessment of model architecture, identifying optimisation opportunities that familiarity obscures. Sometimes the most impactful changes are ones internal teams have stopped seeing.