Evenly Spread Amounts

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davraes
davraes Member, ALL USERS Posts: 5 Occasional Contributor
in Planning & Modeling

Hello-

We have two modules one for planning miscellaneous revenue and other for planning for OTPS. When a user enters an amount in the FY21 column the amount is not spreading evening for the forecast period. The forecast period is 6 months. Please see the attachment. I am not sure what I need to do to fix this. 

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  • davraes
    davraes Member, ALL USERS Posts: 5 Occasional Contributor

    I have attached the .jpg

  • Loraine
    Loraine Member, ALL USERS, GroupMember, Community Member Posts: 5 Occasional Contributor

    Rob,

    The example you show is spreading the amount of $1,000 over 12 months (1000/12=83.33).  For the Forecast period with a Switchover of Jan20, shouldn't the system spread over 6 months instead?  ie Actual Jul19-Dec19 and Forecast Jan20-Jun20.  Breakback and Switchover is checked in the module.  If a person enters an amount in the FY20 column, we want the amount to spread over 6 months.  For example if there are no actuals and $600 is entered in FY20 column, it would apply $100 to each month Jan20-Jun20.  If there were actuals in Jul19-Dec19 of $200, then it would spread the remaining $400 to Jan20-Jun20 at $66.67 per month.  Is this possible in Anaplan?

     

    Thanks, Loraine

     

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