Plan for multiple years

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Use multiple-year planning features to plan and track your IT financials in a continuous, multi-year time horizon. You can support long-range plans and rolling forecasts across fiscal year boundaries.

Apptio Planning applications support plans spanning up to six years. A plan spanning multiple years helps you do the following:

  • Better understand the financial impact of projected labor resource, contracts, and assets over multiple years (see Manage assets).
  • Forecast with up to 12 months (or four full quarters) of actuals to support rolling forecasts (see Budget planning and forecasting).

About the time period adjuster

Use the time period adjuster to scope summarized data. It looks like this:

Here's how the time period adjuster works:

  • The currently scoped time frame is indicated by the blue-shaded region. To adjust the time period, click and drag the left and right handles.
  • KPI values on the Summary view are scoped to the time period set using the time period adjuster.
  • The stacked bar chart for a plan spanning multiple years includes the following additional visualization options: actuals trend line, and ability to aggregate data using different time periods (like a rolling four quarter forecast).

Multiple-year features in tables

When working in line-item tables, you can adjust how much of a plan that spans multiple years is visible. See Customize, save, and share table layouts.

  • Adjust the time-scaled data to show or hide months, quarters, or specific fiscal years.
  • Show or hide specific fiscal year columns.
  • The time-scaled data in the following example is set to show (1) the current quarter's months and quarterly total, (2) the current year's remaining quarters, and (3) the out years' fiscal year totals.

You can save your line-item table adjustments to a custom table layout. And, Budget Process Owners and Admins can make a custom layout the default layout for other users. See Create and share custom table layouts.

Resource planning values generated for labor, contracts, and assets (see Labor planning) can extend throughout the duration of a plan spanning multiple years. See Labor planning. Resource planning can include the following:

  • Current or planned labor costs with no end date, or an end date beyond the multi-year plan will extend throughout the plan (see Create a labor plan).
  • Labor compensation adjustments that apply from the Adjustment Effective Date through the duration of the plan (see Plan for labor compensation adjustments). Labor compensation adjustments are annually recurring. For example, a 3% increase effective as of April 1 in the current year would result in a 3% year-over-year increase.

KPI values in line-item tables are scoped to the current fiscal year only and labeled accordingly. Line-item KPIs do not adjust based on what fiscal periods are visible or not.

When importing or exporting financials, Apptio Planning applications support up to 72 time periods. Each time period is labeled P1 through P12, or P1 FYnnnn, where P1 represents the first period of the fiscal year and nnnn represents the four-digit fiscal year. See Enter or import line item data and Export and populate line-item tables or layouts.

When comparing two versions or plans, comparison columns are adjacent to the total columns. See Compare versions or plans. Green headers indicate version comparisons while purple headers indicate plan comparisons.

TIPS:

  • When creating a new plan, specify either a 1-year or 6-year plan (see Create a budget plan or forecast).
  • When creating a new multi-year plan using a single-year plan, the first year data of the original plan is copied to the first year data of the new plan, even if the fiscal time periods of the original and new plan differ.
  • When publishing a multi-year plan to Costing Standard, Apptio Planning applications will publish 72 months of data in a single publish action (see Integrate with Cost Transparency).