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 adjustment amount. The Value After Adjustment field auto-populates based on the variance.

3. Enter the variance. The Adjusted Total Value field auto-populates based on the variance.

   Note:

   If unit standardization is applied to the plan, all the values are displayed in the standardization unit. After you finish making the adjustment and you save the plan, the values are converted back into the original unit of the cell using the relevant rates from the related rate table. For more information, see Standardizing Planning Units in a Plan.

4. [Optional] Enter an expiration date for the adjustment.
5. Select a reason for the adjustment.

6. [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.
7. 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.