Making an Adjustment to a Forecast

You can use adjustments to temporarily change a value in your forecast. This can be useful if you want to reflect an expected change to a value that hasn't yet been recorded in the relevant business records.

To make an adjustment:

1. Open the forecast you want to make the adjustment to.
2. Right-click the cell you want to make the adjustment to.
3. Click Make Adjustment. The New Adjustment window displays.

4. Do one of the following:

   • In the Adjustment Amount field, enter the value you want to add to the original value of the cell. You can enter a positive or a negative value. The Value After Adjustment field automatically updates to account for the entered variance.
   • In the Value After Adjustment field, enter the value you want the cell to have. The Adjustment Amount field automatically updates with the variance.
5. If you know when the adjustment stops being applicable, select an expiration date. Once the assigned expiration date has passed and the forecast is updated with the latest data, the adjustment is deactivated and the cell returns to its original value.
6. Select a reason for the adjustment. If none of the reasons are appropriate, contact your administrator.

7. If you want the adjustment value to be added to or subtracted from another period, create an opposite adjustment. To do this:

   1. Select the Create Opposite Adjustment checkbox.
   2. Select the measure you want to apply the opposite adjustment to. Typically, this is the same measure as the cell of the original adjustment.
   3. Select the target column of the opposite adjustment. This indicates the time period of the opposite adjustment, followed by an indication of whether the value is revenue or cost.
8. 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.
9. In the forecast toolbar, click Save.

Notes:

• If you are making an adjustment to a project forecast, you can only adjust the value in the project's currency. After you save the changes, a matching adjustment is created in the corporate currency using the relevant rates from the related rate table.
• If unit standardization is applied to the forecast, all the values are displayed in the standardization unit. After you finish making the adjustment and you save the forecast, 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.