Insert a calc method in the Forecast worksheet

Administrators and analysts can insert a calc method for a line item in the plan file Forecast worksheet where applicable.

NOTE: Please note the following about calc methods:
  • Prior to version 2022.1, when you saved a plan file, the calc method used was saved to the ForecastFinal line for that RFCode, and that calc method assignment had the highest priority in the plan file. From version 2022.1 and forward, the calc method assigned to an RFCode in the RFCODE table has priority.
  • While it is possible to edit the RFCODE dimension table, this is not recommended. The safest way to change a calc method is to use the Dimension Maintenance utility to edit the dimension.
  • The ability to insert a calc method from the right-click menu in the plan files has been removed.

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, including a description. To add more than one instance of the calc method item, enter the number in the Number of items to insert field. 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. On 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