Overriding Billing Forecast Values

To enter overrides on the Billing Forecast page, you must have been assigned the appropriate permissions. For information on the permission sets available for Billing Forecasting, see Billing Forecasting Permission Sets.

Warning:

You must always apply overrides at the bottom of the RPGClosed Abbreviation of region, practice, group. hierarchy first and then work upwards. This is because if you apply an override at a higher level and then subsequently amend a value below it in the hierarchy, the summary roll-up at the higher level will not reflect the change made lower down.

To override a value:

  1. Click the value you want to override.
  2. Enter the override value.

    3. Tip:

    To make it easier to enter large values accurately, you can paste in a value copied from the Original Value or Current Value fields.

  3. Type some notes to explain why you are entering the override.
  4. Click Save. The value displayed on the Billing Forecast page is adjusted and an icon is displayed next to the value to indicate whether the override value is higher, lower, or the same as the original value generated by the billing forecast calculation.

If you hover over an adjusted value or a summary roll-up on the Billing Forecast page, a tooltip is displayed. For more information on the Billing Forecast page, see Viewing a Billing Forecast.

Calculating Multiple Currencies for Overrides

The values on the Billing Forecast are displayed in the currency of the corresponding RPG. If multiple currencies are displayed on the Billing Forecast, override calculations use the exchange rate that was current on the Created Date of the forecast calculation.

The following example shows how multiple currencies work with overrides and how the values are rolled up.

Example

Canada is set up as a subregion of North America.

The following currencies apply:

  • North America: USD
  • Canada: CAD

The Expected value returned by the billing forecast calculation for North America is 500,000 USD.

The Expected value returned by the billing forecast calculation for Canada is 40,000 CAD.

You override the value for Canada to 50,000 CAD because you know you are going to reach a milestone with a value of 10,000 CAD earlier than expected.

The adjusted value calculation for North America uses a CAD to USD exchange rate of 0.75. The calculation is Original Value + (Override Variance * Exchange Rate):

500,000 + (10,000 * 0.75) = 507,500 USD

The value for North America is changed to 507,500 USD following the override and the icon indicates that the adjusted value is greater than the original value returned by the billing forecast calculation.