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  • 1.  multi-year and/or multi-period

    Posted 02/24/17 10:02 AM

    Hello

    I know that multi-year planning is going to be new feature soon but does mutli-year plan under development  will also include  "mutli period" selection?

     

    I would like to create a multi-year plan reusing 3 plans

    • Closing 2016,
    • Budget 2017 (in january) 
    • and Forecast1 2017 (in April) plan ?

    thank you







    #ApptioPlanning(ITP/ITFMF)


  • 2.  Re: multi-year and/or multi-period
    Best Answer

    Posted 02/24/17 12:56 PM

    Multi-year planning is available for use today.  You should be able to create a new plan (from 1-6 years) using the Create Plan option.  

     

    I'm not certain what is contained in the 2016/2017 plan data so I'm guessing a little bit here.  In order to address your specific use case you may need to manually manipulate the data in Excel for the Closing 2016 and Budget 2017 in order to combine them as year 1 and 2 of the plan.  You will see the column headings for the multi-year plan reflect the proper fiscal period for each year. 

     

    The forecast can be created for April based off of the plan you created above.  For example, you would load actuals for Jan-Mar 2017 and create an April forecast, selecting April as the starting month of forecast. You will then have a multi-year plan which you can then compare to a multi-year forecast.  

     

    Does that make sense? If you need to bounce ideas off of me then please let me know.


    #ApptioPlanning(ITP/ITFMF)