Phasing methods configuration

If your financials have regular, predictable variations, such as peaks in sales during each holiday season, you can create phasing methods to reflect those variations. The phasing methods are available to planners when they enter data for a planning step.

Here are three examples of phasing methods:


Method name	1	2	3	4	5	6	7	8	9	10	11	12
Equal	1	1	1	1	1	1	1	1	1	1	1	1
End of Quarter	0	0	1	0	0	1	0	0	1	0	0	1
Holidays	1	1	1	2	1	1	1	2	1	1	1	2

If a planner specifies a value of 1200 for a year and selects the Equal method, then 100 is allocated to each month of the year. If the planner instead selects the End of Quarter method, 300 is allocated to the end of each quarter.

In the Holidays method, the sum of the factors is 15. Each month with a factor of one is allocated 1/15th of the value. Each month with a factor of 2 is allocated 2/15ths of the value. So, if the planner selects the Holidays method, then the value of 1200 is allocated in this way:


Method name	1	2	3	4	5	6	7	8	9	10	11	12
Holidays	80	80	80	160	80	80	80	160	80	80	80	160

Click the Home icon.
Select Business Configuration > General Settings > Phasing Methods Configuration.
Click Add New.
Specify a name for the method and click OK.
For each month, specify a factor and press Enter.

Phasing methods that you create are available to users if they select the Phasing of values option when they enter data in a planning step. Users can also create their own phasing methods.