Workshop Overview

What You'll Learn

This workshop gives Anaplan delivery practitioners the skills to independently configure, deploy, and administer the Integrated Financial Planning (IFP) application v2.0 — from the Application Framework wizard through ADO data loading, post-generation setup, and all 7 planning module walkthroughs.

• Navigate the Application Framework configuration wizard and understand every question's implications
• Complete all required post-generation tasks to make an IFP deployment production-ready
• Build ADO transformation views and load source data into IFP models
• Configure and demo all 6 IFP planning modules plus Reporting & Analysis
• Manage ongoing IFP administration — versions, planning methods, account settings
• Understand IFP's currency triangulation model
• Create custom planning methods and know when to extend vs. configure

Prerequisites

• Anaplan model builder certification or equivalent experience
• Access to an IFP v2.0 workspace (your facilitator will provide credentials)
• Familiarity with basic Anaplan concepts: lists, modules, blueprints, actions, UX pages
• Basic understanding of financial planning (P&L, Balance Sheet, Cash Flow)

Workshop Structure

Module	Topic	Format	Approx. Time
Getting Started	IFP overview, FictoCorp case study, Anaplan Way	Read + Discuss	30 min
Module 1	Application Framework, ADO, Model Architecture	Presentation + Demo	45 min
Module 2	Configuration Workshop — Labs A & B	Tell + Show + Do	2.5 hrs
Module 3	7 Planning module walkthroughs	Demo + Discussion	90 min
Module 4	Admin runbook, currency, extensions	Presentation	30 min
Reference	Data flows, Q&A, glossary, resources	Self-service	—

How to Use This Guide

Each instructional page follows the Tell → Show → Do pattern. Start with the Case Study to understand FictoCorp Industries — the fictional company used in all exercises — then work through the modules in order.