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Status Planned for future release
Workspace Apptio
Categories Apptio Planning
Created by Guest
Created on Nov 6, 2025

Use the value "Actuals" for the Source Plan field for actuals rows appended into forecast plans instead of the forecast plan name

Currently, when a forecast plan is created, actuals rows use the plan name in the Source Plan field (e.g., “FY2025 November Forecast”). To improve clarity between actuals and forecast data, we request that actuals rows appended during plan creation use “Actuals” as the Source Plan value.

 

If implemented, this will illustrate how plan data appears when organized by Source Plan:

Source Plan

Description

Actuals

Rows appended into plan from actuals

FY2025 November Forecast

Rows created in this plan

FY2025 October Forecast

Rows created in the October forecast

FY2025 September Forecast

Rows created in the September forecast

FY2025 Budget

Rows created in the Budget

Idea priority Medium
  • Guest
    Nov 6, 2025

    Would greatly improve usability

  • Guest
    Nov 6, 2025

    Would be very helpful