Adjustment methods and references

Methods and settings

Build a component with an explicit scope

Open Adjustments on an eligible row and add a named adjustment. Organize related components in a group so one economic explanation can include revenue, cost or balance effects. Choose the component’s line, inclusive start/end years, active state and whether unspecified periods inherit a previous setup.

The current limits are 100 groups and 400 components. Disabling retains the assumptions; deleting removes them. Collapsing a row only changes its visibility. Scenario changes to adjustment assumptions remain in their selected supported scenario.

Select a supported method

General methods include Amount, Growth %, Absolute Change, % of Revenue, % of underlying row, % of reference, Linked × multiplier and Manual year. Eligible rows also expose relevant Price × Volume, Customers × ARPU, Revenue/FTE, FTE × Compensation, linked quantity or Days methods. Availability follows the target line; not every row has every method.

Growth and absolute-change components can use a starting base. A reference method depends on the chosen source and updates when that source changes. A linked component may reference another adjustment where supported, but a circular dependency is rejected. This is a defined method set, not an arbitrary formula editor.

Distinguish amount, target and expense sign

Ordinary expense components use a positive cost amount. A positive COGS component increases cost and lowers Gross Profit; a negative component reduces cost. Output signs still follow the statement presentation. Do not infer the input sign solely from a negative displayed expense row.

Delta specifies the change. Target describes the intended adjusted level rather than another amount to add. For a synthetic reported cost of 600, a delta of −50 produces an intended cost of 550, subject to supported accounting constraints. A target of 550 describes that level; entering +550 as a delta would mean a different adjustment. Check the selected reference basis before using a percentage of an already adjusted value.

Inheritance, forwarding and source limits

A component can inherit unspecified periods from its prior setup within its active year range, or use explicitly entered years. Apply Forward copies a setup into later forecast years. A method change preserves the method-specific assumptions available for switching back, while the current method determines the live result.

Adjustment source behavior is not identical to replacing an ordinary Business Line’s Annual/Monthly/Weekly forecast source. Do not assume each adjustment owns a separate freely selectable fine-period plan. Use the effects reference to interpret linked period results, normalization and carry-forward behavior.