Insert a calc method in the Forecast worksheet

You can insert a calc method for a line item in the plan file Forecast worksheet, but this is not the standard method for Axiom Rolling Forecasting.

NOTE: You must have permissions to insert calculation methods to use this feature. Users with the Axiom Rolling Forecasting User role can be granted these permissions in the Security Manager.

To insert a calc method:

  1. On the plan file Forecast worksheet, in the block in which you want to insert the calc method item, Double-click Double Click to Insert New [block item name].

    NOTE: The No Forecast calc method cannot be used in the IP Census section of the Forecast worksheet.

  2. In the Insert Calc Method(s) in sheet Forecast dialog:

    1. In the Available Calc Methods list, select the calc method.

    2. In the Details section, add any optional information if desired, including a description. If you want to add more than one instance of the calc method item, in the Number of items to insert, enter the desired number. If you do not want to be prompted for calc method variables, clear the corresponding checkbox.

    3. Click OK.

  3. In the Calc Method Variables dialog (this dialog does not display if you selected to not be prompted for calc method variables), click Choose Value and select an RFCode. If desired, select a payor. Click OK.

  4. In the Main ribbon tab, click Save.

  5. To view the changes, close the plan file, rebuild the plan file, and then open it again.

See also