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 Entering percentage-based adjustments

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  • CloudabilityFinancialPlanning
Apptio Community Member's profile image
Apptio Community Member posted Tue June 13, 2023 06:26 PM

When entering adjustments, if we enter the number in the quarter, can it cascade to the months?  i.e. If we enter a 10% increase in Q1, can it proportioned across Jan, Feb, Mach to 3.33% each?


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Apptio Community Member's profile image
Apptio Community Member  Best Answer

That’s a common ask and we are changing the way that the %-based adjustments work going forward to support a proportional allocation model. 

To illustrate, I entered 10% increase for Q1 in the table below (highlighted in blue).   Rather than use the same percentage for each month,  we will first calculate the 10% increase (amount) for Q1, then spread that amount evenly across the periods, then re-calc the corresponding percentage for each period.  This results in %s that reflect the proportional monthly change to evenly spread a 10% increase in the Q1 baseline amount.

%

Amount

Baseline

Q1

10%

$1,200

$12,000

Jan

20%

$400

$2,000

Feb

10%

$400

$4,000

Mar

7%

$400

$6,000

 


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