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Which line items are copied from a plan when creating a new one?

  • 1.  Which line items are copied from a plan when creating a new one?

    Posted Mon October 14, 2024 02:25 AM

    Hi, I have created a new plan by using a baseline reference. When I compare both plans (newly created one and baseline reference) the data is different and items seem to be missing. What exactly happens when I base my new plan on a baseline reference? Is the data in the new plan supposed to be a copy or are there any calculations made?


    #ApptioPlanning(ITP/ITFMF)


  • 2.  RE: Which line items are copied from a plan when creating a new one?

    Posted Tue October 15, 2024 07:26 AM

    We normally load actuals (monthly) for the prior month and then create a new plan. The largest difference for us is replacing the forecasted amounts with actuals. It also depends on the Forecast Start Period.  It will only copy over the amounts based on that month forward for the plan length.