Planhat

Models (sometimes called objects) are the building blocks of Planhat's data structure. Using their pre-defined relationships, managing customer data becomes both more powerful (e.g., you can query across models, like asking "show me all companies where we have more than 2 end-users tagged as decision-makers) and efficient (no-code interface).

🔥 To keep that efficiency while ensuring Planhat speaks your language, you can now re-name models in the UI (e.g., "Company" could become "School" if you work in education technology).

At the moment, you still need to use the native/standard names when referencing models in calculated metrics, formula fields, automations, API, etc:

Company (the main object that almost every other relates to)

- Company (the main object that almost every other relates to)
- End User
- License
- Workflow
- Opportunity
- Sales
- Invoice
- Churn
- Project
- Asset
- NPS
- Campaign
- Objective
- Workspace

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📌 Read more about Planhat's data structure <a href="https://support.planhat.com/en/articles/5832318-how-to-think-about-data-in-planhat" rel="nofollow noopener noreferrer" target="_blank">here</a> and <a href="http://support.planhat.com/en/articles/5720062-calculated-metrics-technical-introduction">here</a>!

Renaming models shouldn't be done lightly or too often, since you're adjusting the fundamentals of the data structure. Therefore, it's a tool only available to Super Administrators, placed under Admin Settings - this is only accessible by Planhat Super-admins, meaning your Account team and our Support and Tech teams.

Go to Admin Settings &gt; Rename models to find all models

There are two editable columns, called <code>Alias</code> and <code>Plural Alias</code>

1. <code>Alias</code> is your new model name in singular, e.g., "School"
2. <code>Plural Alias</code> is your new model name in plural, e.g., "Schools"

1. Note: the name can not use the <code>&lt;&gt;</code> operators

Wherever the model appears in app, it will now carry your new name

1. Go to Admin Settings &gt; Rename models to find all models
2. There are two editable columns, called <code>Alias</code> and <code>Plural Alias</code>
 1. <code>Alias</code> is your new model name in singular, e.g., "School"
 2. <code>Plural Alias</code> is your new model name in plural, e.g., "Schools"
3. Fill out your new name - voila!
 1. Note: the name can not use the <code>&lt;&gt;</code> operators
4. Wherever the model appears in app, it will now carry your new name

It's only front-end: the back-end name of the model/object is not changed, so for formula fields, API calls, automations - basically any reference to the model/object - you need to use the Planhat standard name (which you also find in the "Re-name models" section)

Don't use &lt; or &gt; in the names

- It's only front-end: the back-end name of the model/object is not changed, so for formula fields, API calls, automations - basically any reference to the model/object - you need to use the Planhat standard name (which you also find in the "Re-name models" section)
- Don't use &lt; or &gt; in the names

👑 The ability to rename models is not available by default on all plans, and if you want to add it or hear more - please reach out to your CSM!

Ability to rename models - how to do it