IFP v2.0 Technical Enablement Workshop
Integrated Financial Planning · Application Framework · ADO · Full 3-Statement Planning
Welcome
This lab guide accompanies the IFP v2.0 Technical Enablement Workshop — a hands-on technical program for Anaplan delivery practitioners building skills on the Integrated Financial Planning application version 2.0.
The workshop covers the complete deployment lifecycle: from Application Framework configuration through post-generation setup, ADO data loading, and all 7 planning module walkthroughs. Start with the Workshop Overview to understand the full structure before diving in.
Workshop Modules
Getting Started
Start Here
Workshop Overview
Objectives, prerequisites, structure, and how to complete the workshop
Case Study
FictoCorp Industries
Global manufacturing company — profile, hierarchy, and your role in every lab
Foundation
IFP Suite Overview
6 planning modules, key capabilities, v1.3 vs v2.0 differences
Foundation
Anaplan Way for Apps
Delivery process framework, implementation phases, provisioning requirements
⚙️ Module 1 — Platform Foundations
M1 · 1
Application Framework
What AAF does, the 4 generated models, configuration question flow, hierarchy setup
M1 · 2
Anaplan Data Orchestrator
ADO replaces the data hub, source-to-planning mapping, transformation views, broken ADO links
M1 · 3
Model Architecture
4 models, how they connect, data flows, dimensions, architectural decisions
🔧 Module 2 — Configuration Workshop
M2 · 1
App Framework Walkthrough
Every configuration question — options, implications, and FictoCorp preview
Lab A
Configure FictoCorp
Hands-on: Revenue/COGS + OpEx + HC configuration and generation (45–60 min)
M2 · 3
Post-Generation Checklist
Required and optional tasks — broken ADO links, time settings, UX fixes, validation
M2 · 4
Data Load via ADO
Upload files, configure Admin mappings, build transformation views, push to spokes
Lab B
Full 3-Statement Configuration
Extend FictoCorp with CapEx + Balance Sheet + Cash Flow + Geography (45–60 min)
📊 Module 3 — Module Walkthroughs
M3 · 1
Revenue & COGS Planning
Planning methods by product type, UX experience, integration with BS
M3 · 2
Operating Expenses
Planning methods, line item detail, allocations, cross-model imports
M3 · 3
Headcount Planning
Job setup, pay bands, department mapping, planning inputs, cost sync to FP
M3 · 4
CapEx Planning
Asset planning, depreciation, disposals, entity-only constraint
M3 · 5
Balance Sheet & Cash Flow
Activity-based planning, cash offset accounts, balancing routine, sub-schedules
M3 · 6
Top-Down Planning
Target setting at L2, v2.0 manual disaggregation limitation, variance analysis
M3 · 7
Reporting & Analysis
IS/BS/CF reports, new statistical analysis, management pack, Finance Analyst
🔑 Module 4 — Administration & Extensions
M4 · 1
Admin Runbook
Monthly checklist, version management, planning methods, troubleshooting
M4 · 2
Currency Translation
Triangulation method, adding reporting currencies instantly, rate types
M4 · 3
Common Extensions
Custom planning methods, external integrations, configure vs extend decisions
📚 Reference
Ref
Inter-Module Data Flows
How all 4 models connect and data flows between them
Ref
What's Coming
Known v2.0 limitations, roadmap items, ecosystem integrations
Ref
Q&A from Sessions
Frequently asked questions from IFP v2.0 enablement sessions
Ref
Resources & Downloads
Documentation, ADO templates, provisioning, support contacts
Ref
Glossary
Complete IFP v2.0 product terminology
Ref
Facilitator Guide
Workshop timing, setup checklist, debrief answer keys, tips