01
Open the forecast source
From Forecast Settings, edit the source whose amount is expected to change later.
FORECAST SETTINGSChoose a source
IncludedTransportOutflow · IncludedForecast configured
✓Edit
SOURCETransport
→EDITForecast settings
FORECAST
FORECAST
Schedule future amount changes
Change a forecast amount from a future effective date while preserving the assumption that applies before it.
4 min readBEFORE YOU START
Use a future change when the amount changes later.
A future change creates a new amount threshold from the effective date you choose. The earlier forecast amount remains in place before that date.
✓
Keep the current forecast assumption as the base amount
✓
Enter the new amount that should apply later
✓
Choose the date from which the new amount becomes effective
✓
Earlier forecast periods are not rewritten
STEP BY STEP
Let's get it set up.
02
Open Future amount changes
Below the source's main forecast settings, use Add future change to create a new amount that begins later.
TRANSPORTFuture amount changes
OptionalChanges are effective-date thresholds. Earlier forecast periods are not rewritten.
BASE FORECASTAED 750Monthly
→03
Enter the new amount
Set the amount that should replace the current forecast amount from the future effective date onward.
ADD FUTURE CHANGESet the new amount
AEDNEW AMOUNT (AED)900
CURRENT AMOUNTAED 750Base forecast
→NEW AMOUNTAED 900Future threshold
04
Choose the effective date
Effective From determines when the new amount begins applying to future forecast movements.
EFFECTIVE FROMChoose when the new amount begins
Future dateEFFECTIVE FROM
01-Jan-2027□
BEFORE 01 JANAED 750Current amount continues
→FROM 01 JANAED 900New amount begins
05
Save the future change
Save the change to add it to the source's future amount schedule.
NEW AMOUNTAED 900
EFFECTIVE FROM01 Jan 2027
CancelSave
✓
Future change addedThe new amount begins from its effective date.
06
See how the amount changes over time
The base amount continues before the effective date. From the effective date onward, Forecast uses the new amount.
AMOUNT TIMELINEOne assumption, different future amounts
MonthlyNOV 2026AED 750Base amount
DEC 2026AED 750Base amount
01 JAN 2027Effective dateAmount changes here
JAN 2027AED 900New amount
FEB 2027AED 900New amount
BEFOREAED 750
01 Jan 2027FROMAED 900
07
Edit or remove a future change
Open an existing future change when you need to update its amount or effective date, or remove that future threshold.
FUTURE AMOUNT CHANGESManage a saved change
1 changeEFFECTIVE FROM01-Jan-2027
AMOUNTAED 900
EditNEW AMOUNTAED 900
EFFECTIVE FROM01-Jan-2027
Remove
CancelSave
WHAT HAPPENS NEXT
Forecast applies the right amount for each future period.
Future amount changes let one forecast assumption evolve over time without replacing the amount that applied before the effective date.
BASE ASSUMPTIONAED 750Before 01 Jan
→EFFECTIVE DATE01 Jan 2027Future threshold
→NEW AMOUNTAED 900From 01 Jan onward
1
Earlier amount preservedPrevious periods keep the base amount
2
New amount starts laterThe effective date controls the change
3
Change remains editableUpdate or remove the future threshold
◎
Editing a future change affects that future threshold. It does not rewrite the earlier base amount.
NEED MORE HELP?
Still have a question?
Visit the Help Center or get in touch if you can't find what you need.