Adjustments Overview

You can use adjustments to edit the value of a plan cell. In addition to editing the value of the plan cell, you can enter additional details, such as the expiration date and the reason for making an adjustment. You can also create an opposite adjustment, allowing you to take values from one plan cell and apply them to another. This makes it easy to record when revenue is going to slip from one column into another by applying an inverse variance. For more information about how to make an adjustment, see Making Adjustments.

Visual Indicators

The following icons are used when an adjustment is applied:

  • Contains Adjustment indicates the cell value has increased following a direct adjustment.
  • Contains Adjustment indicates the cell value has decreased following a direct adjustment.

Tooltips

To view a tooltip, hover over the corresponding cell in the grid. The following information is displayed:

  • Value Before Adjustment: The original cell value before entering the variance.
  • Value After Adjustment: The new cell value after entering the variance.
  • Adjustment Amount: The difference between the original cell value and the new adjusted value.
  • Adjusted By: The name of the user who applied the cell adjustment value.
  • Reason: The reason for making the adjustment.
  • Expiration Date: The date after which the adjustment no longer applies to the plan cell.
Note:

Once an assigned expiration date has passed, the adjustment is cleared, and the cell returns to its original value.