Working with Plan Tables.

How to interact with Planning Tables

Planning tables is where all the input happens for your various different planning scenarios, e.g., a Budget or a Forecast. The Plan Tables allow you to input values directly or automatically with drivers. 

The Revenue, COGS, OpEx, Other, Assets, Liabilities & Equity tables are created from your accounting system. View the Chart of Accounts help article to learn more about customizing the chart of accounts. 

The Custom table holds any custom tables & lines that have been defined within Jirav. View the Custom Table help article to learn more about using Custom tables. 

The Assumptions table holds key, customizable inputs for your model. View the Assumptions help article to learn more about Assumptions. 

The Drivers area aggregates all drivers across all planning tables. Visit the Driver Overview and Standard Drivers help articles to learn more about using drivers. 

Manual Entry (Hard Coding) Values into the Plan tables

When in a planning you have the ability to directly enter values into the table which results in a forecasted amount.  This can be ideal for times when you already know your forecast or would like to adjust a number up or down.  

Be Advised - when the plan table is filter is set to "All" you do not have the ability to enter values into the table - you need to select a specific department to enter the value against.  For accounts not using departments you would select "Unassigned" in the table filter

You can also paste values into the table.  The source you are copying from needs to be unformatted values.  In Google Sheets or Excel you would use the copy then past special functionality to obtain the unformatted values to then copy/paste into the Jirav Plan table.