Adjustments tab

The Adjustments tab displays modified data within tables for a Planning Entity (PE) or Aggregate Planning Entity (APE). Forecast adjustments can be made through the Fiscal or Forecast table. Historical adjustments can be made through the History table. When selecting an editable cell in the Fiscal, Forecast, or History table, the Information panel switches to the Adjustments tab. These modification fields are displayed in the Adjustments tab:
  • Adjustment Title: The title of the adjustment.
  • Total Increase: A summation of the positive adjustment values made to the Fiscal, Forecast, or History table. This is indicated by an upward green arrow.
  • Total Decrease: A summation of the negative adjustment values made to the Fiscal, Forecast, or History table. This is indicated by a downward red arrow.
Note: Any modified cell in the Fiscal, Forecast, or History table always has an edit indicator at the top left corner.

You can use these options in the Adjustments tab:

  • Undo: To undo last adjustment that was made.
  • Cancel: To discard unapplied adjustments to the PE or APE.
  • Apply: To apply the adjustments made to the PE or APE.
  • Notes: To add additional details about the adjustments made. This option is disabled by default and enabled only when an adjustment entry is made. Clicking the Notes option triggers the display of the Change Details screen, which contains this information:
    • Added by (name of the user who added the note)
    • Adjustment title
    • Adjustment date and time
    • Adjustment entries
    • Total increase
    • Total decrease
    • Note field

    The note is added to the adjustment record after clicking the OK option.

When making adjustments, the difference in value change is recorded as an entry in the Adjustments tab. Each entry contains this information:

  • Period adjusted
  • Type (forecast or history)
  • Value change (of the adjustment)

Adjustments are displayed as one entry for each period. For example, the period of November 2022 displays only one adjustment. When a cell is modified more than once, the most recent value applied is displayed. Multiple adjustments can be made to the Fiscal, Forecast or History tables in an adjustment event.

Note: 
  • Adjustments made at aggregate periodicity are saved as daily values prorated based on the system forecast.
  • Fiscal or Forecast and History adjustments cannot be made in the same adjustment event.
  • Adjustments cannot be made to an APE in the History table.
  • Additional adjustments that are made, create a new adjustment entry in the current adjustments.

You must select the Apply option to save the current changes as an adjustment. Clicking Save in the Toolbar saves the adjustment(s) to the PE or APE. The adjustment is saved as a single record on the Change Log and the Adjustments tabs reverts to its default state. The graph is updated to reflect the change in the net forecast or net history.