Making Adjustments

You can use adjustments to edit the value of a plan cell.

To make an adjustment:

  1. Right-click the plan cell you want to make the adjustment to and select Make Adjustment. The New Adjustment modal opens.
  2. Enter the variance. The Adjusted Total Value field auto-populates based on the variance.
  3. [Optional] Enter an expiration date for the adjustment.
  4. Select a reason for the adjustment.
  5. [Optional] To create an opposite adjustment, select the Create Opposite Adjustment checkbox and do the following:

    1. Select a measure filter.
    2. Select a target.
  6. Click Save. After saving, a visual indicator is displayed in the cell. You can also view the cell's adjustment details by hovering over the cell in the grid.