5 Replies Latest reply on Jun 14, 2018 7:04 AM by Larry's Friday Girl

    Best practice/work plan to add a new dimension to an existing PBCS plan type

    2604282

      My team is being asked to start forecasting/budgeting at a more granular level than we have been forecasting.  We need to add a new dimension to the plan type that we've been using for the past 3 years.  This means we have historical data (past forecasts, budgets) that do not have an association with the new dimension.  Forms will have to be updated as well.

       

      I would appreciate any advice and resource on the best practice on how to best accomplish this, as well any resources to which you can point me.  I think I know how to approach this, but would like to triangulate my plan against those of others who have been through the same experience.

       

      Many thanks,

      Alain