AX2777

Adding or changing rows in a plan file

Calc method libraries store sets of predefined calculation methods that define the formatting and formulas for rows in your plan file. You can use calc methods to:

• Add a new row (or rows) to your plan.

  When plan files are created, they may only be populated with accounts that have historical data. You may need to use calc methods to add an account to your plan if you did not plan for that account last year. You can also use calc methods to add new items to your plan, such as new employees or new capital items.

• Change the calculations used in an existing row in your plan.

  Using the calc method "change" option, you can change the calculations used on existing rows of your plan by applying a different calc method to that row. For example, imagine that the default calculation for an account is to spread a total amount evenly across months, but for your plan code it would be more appropriate to use a monthly statistic to spread the total.

Calc methods can be used even when the sheet is protected.

AX2777