The Amplify Forecast has two inputs:
- Actual Performance
- Schedule Delay for items marked as a Benefit milestone and linked to the benefit
Actual performance is calculated from the most recent or last recorded Actual value. The actual is compared with the plan value for the period. If the recorded actual was higher than the plan value, then the difference between the actual and the plan (ACTUAL-PLAN) is added to each remaining forecast point. Meaning if at one period, the plan value is 100 and the recorded actual is 150, all future plan values will be increased by 50. Similarly, if the plan value is 100 and the actual is 50, all future plan points will be decreased by 50.
If a linked benefit milestone is delayed, the schedule is delayed by the same amount. Consider a 12 month-long benefit, in monthly resolution beginning in January. If a schedule milestone is delayed by 1 month, the plan for the benefit will be delayed by 1 month. Therefore, the value for January will be moved to February and the CMO value or 'zero' will be substituted as the value for January. If the benefit were 12 months long, the value for December would be pushed out beyond the end of the benefit and would not be included, thus lowering the total value of the benefit.
If actuals present on the benefit, the schedule delays are applied to the period following the last actual.
If both actual performance and Schedule Delays are present
The actual performance modifier is applied first, then the schedule delays are applied to the result.
- If there are no actual values or schedule delays, the forecast will equal the plan.
- If actual values have been recorded for all values in the plan, the forecast will be comprised entirely of the actuals and schedule delays are not applied.