Learn the model copy and model import requirements and procedures.

Model copy vs. model import

Model copy: Makes a copy of a model within the same workspace. Results in the original model and model copy in the same workspace.

Model import: Imports a copy of a model from one workspace to another. Results in original model in workspace A and copy of the model in workspace B. The copies aren't linked, and changes in one don't affect the other.

Model copy requirements matrix

Users can’t perform a model copy between client and non-client workspaces. This is in compliance with the Anaplan legal requirements for transferring data.

To copy a model, you must:

  • Be a workspace administrator in both the workspace of the model you wish to copy and the workspace of the model that you wish to copy to.
  • Or contact the Workspace Administrator or Business Partner to request access.
  • Or contact Support, if there's no known administrator or business partner.
A view of the model copy requirements matrix.
Model copy requirements matrix

Model copy procedures

To copy a model:

  1. In the Models tab of the Model Management dialog, select a model.
  2. Select Copy.
  3. Enter the new name.
  4. Select Save.

The Model Management dialog closes and your copied model opens.

From Anapedia: Copy and archive models

Model import requirements

To import a model:

  • The source and target workspaces must be under the same customer.
  • You must be a workspace administrator in the source workspace, target workspace, and the original model.
  • If the current workspace is assigned to single sign-on (SSO), only the workspaces assigned to the SSO server are available.
  • If you're not an administrator, contact the Workspace Administrator, Business Partner, or Support to obtain access.

From Anapedia: Manage models

Model import procedures

To import a model into your current workspace:

  1. Select Import. The Import Model dialog appears.
  2. In the Model Name box, enter a name for the model you are importing.
  3. On the Source list, choose the environment that contains the workspace of the model you wish to import. Typically, the source environment listed for import is Anaplan.
  4. Select OK. A dialog displays where you can select specific workspaces you want to import from.
  5. Select the workspace from where you want to import a model. The Import Model dialog adjusts to show an additional Model list.
  6. On the Model list, select the model you want to import.
  7. Select OK. The import process starts and a message tells you when the import is complete. The Model Management dialog closes and the imported model opens.

From Anapedia: Import a model