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 window displays.
2. Enter a positive or negative Adjustment Amount into the corresponding field. The Value After Adjustment field automatically updates to account for the entered 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. A visual indicator displays in the cell, denoting the adjusted increase or decrease in value. You can view the adjustment details by hovering over the cell in the grid.

Notes:

• 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.

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

• If your plan is configured to display dimension IDs and the dimension IDs are mapped to the dimension value in Analytics, WorkGrid displays the dimension values in the grid. Additionally, a tool tip appears containing the dimension ID and any display fields.