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Customizing OOTB Calculation Existing Employees in the Forecast Scenario

in Planning 2 comments

Summary:

Hi All,
I have a custom requirement to capture Pxxxshare for existing employees in the Forecast scenario

Calculation Parameters:

  • PxxxxxInput% is derived from actuals of the prior month.
  • It is then multiplied by PTxxxarget%arget% → BegBalance → Forecast.
    • Created Accounts: - Added two accounts: PxxxxInput% and PxxxxTarget% under the Existing Employee in the Accounts Dimension.
    • Created a Component under Benefits:
  • Pxxxxshare is defined as a flat amount.
  • In the Benefits & Taxes Wizard, set the Component Type to "Custom" and leave all rates blank.
  • Updated the OWP_Custom Expense Property Dimension Member Formula:

IF("No Property"->"BegBalance"==[OWP_BenefitList.PxxxShare])

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