Standardizing Planning Units in a Plan

If a plan contains multiple Planning units of the same type, you can convert the values into a single unit. This enables you to view the values in a standardized unit so that you can compare them.

Notes:

• The rate table linked to the plan must have rates defined for the standardization unit for all the column-level dimension values that are defined in the plan. For example, if the plan contains values from 001 to 012 for the Period column-level dimension, the related rate table must also contain rates defined for the same periods. For more information, see Rate Tables Overview.
• Ensure that you have already created the Planning units that you want to use to view the plan. To create a new Planning unit, see Planning Units.

To standardize Planning units in a plan:

1. On the Plans tab, navigate to your desired plan.
2. Click . The Plan Display Settings window opens.
3. From the Planning Unit Standardization section, select the Planning unit that you want to apply to the whole plan. This section only appears if you have a rate table with the same column-level dimension values linked to your plan.
4. Click Save. The plan now displays one standardized Planning unit. To undo this action, see Restoring Planning Units in a Plan.

Notes:

• When you send the plan to Analytics, values converted to the standardized unit are not sent to Analytics. The original values and Planning units are sent instead.
• When you edit a cell that contains a converted value, you are editing the original cell value.