Downloads

Current Year Forecasting

Due to the significant changes in your business from COVID-19, your budget values no longer represent the plan for the remainder of the current fiscal year. Kaufman Hall has updated the Current Year Forecasting process with new forecast methods and tools to not only re-forecast the remainder of the year but to also update your budget with the values from the adjusted forecast. This will allow you to continue to perform budget variance reporting throughout your COVID-19 recovery period with an adjusted budget that is more in line with the current environment.

IMPORTANT: When downloading the documents, we do not recommend opening them in Excel since you will need to Enable Editing, which may impact some of the formulas in the reports. Instead, select the option to save them to a folder or show in folder. By default, they should go to your local Downloads folder, which you should be able to access when you import them into Axiom.

Please follow the instructions in the "Current Year Forecast – System Setup" document to update your system so that you can use this updated process.

• Current Year Forecast - System Setup.pdf
• Current Year Forecast - Monthly Processing.pdf
• _Update CY Forecast Driver.xlsx
• 1 - Monthly Forecast Utility.xlsx
• 2 - Dept Specific Forecast Adjustments.xlsx
• 3 - Monthly Forecast Adjustments.xlsx
• 4 - Transfer Updated Forecast to Budget.xlsx
• CY Forecast Income Summary.xlsx
• CY Forecast Scenario Comparison.xlsx
• CYF Dimension Updates.xlsx