Hi @Rachel Pearson,
We just went through this with Apptio so I think I have your answer. The summary tab is based on the actuals loaded for every month that you have actuals for and then uses the labor tab to calculate the projections going forward (these come from the spend management tab). You will need to enter a zero headcount for months after the end date that the employee is not there in the Labor tab. You can double check it by looking at the spend management tab for those months. Unfortunately, the spend management tab appears to be monthly so you have to select the months individually, and you cannot filter on columns (we found it easiest to export each month).
One thing we found was that cost center managers were putting in the employees new rate for the baseline salary for the current year. So we had to adjust all of our current year increases to be zero so we didn't overstate salaries.
I created the attached spreadsheet (with fake data) in order to replicate what Apptio was calculating and was able to arrive at the same amounts as the summary.
#ApptioPlanning(ITP/ITFMF)