Use this page to forecast operating expenses (OpEx) by specific spend items across each account, based on drivers, or with straight-line methods.

Forecast by OpEx Spend Item

Select account and enter details by account 

  1. Use the dropdowns to select the:
    • Entity (upper left)
    • Department
    • Account
    • Forecast scenario (last dropdown)
  2. Highlight a row to input line item details.
  3. Input:
    • Vendor name (a dropdown)
    • Description
    • REQ: Start Date
    • REQ: End Date
    • Either Driver or Straight-line Expense
  4. If you input values in the Driver column, enter the driver attributes:
    • Driver Unites in Start Period
    • Driver Unites - Override
    • Driver Units - Final
    • Driver Unit Cost
    • Driver Monthly Cost

You can review the driver value and driver cost in the OpEx Detailed Forecast grid below.

OpEx Detailed Forecast (middle grid)

  1. Use the dropdowns to select the:
    • Entity (upper left)
    • Department
    • Account type
    • Forecast scenario (last dropdown).
  2. To adjust the monthly driver costs, input the override value in the Override Driver Cost field.
  3. To adjust the monthly amount, check the Override? box in the month column.
  4. Input the override value in the Amount - Override field.

Total Detailed Expense by Account (lower grid)

  1. Use the dropdowns to select the:
    • Entity (upper left)
    • Department
    • Account type
    • Forecast scenario (last dropdown).
  2. Review the OpEx forecast for final expenses.

Navigation

Navigate to other OpEx related pages on the left.

Also see Page options.