Level 300, Module 306 inIndirect Global Expense Planning screen data entry not enable for all months

Question

Hi Team,

In Indirect Global Expense Planning screen only data entry enabled for Jan - March months only.

If i am selecting "FCST 9+3"  in version Entity data entry enabled for Apr to Dec months but Jan to March months data entry disabled.

what could be the issue ?

Muralidhar · Answer

Hi Marcus and Gavin,

After Adjusting Cube visibility for PLN - DE - Indirect Cost GBP Cube then enabled data entry for

In Indirect Global Expense Planning screen

Thanks & Regards,

Muralidhar

Marcus Smith · Answer

Hi @Muralidhar,

Thank you for reaching out. Based on the behavior you described—where data entry shifts availability based on the "FCST" (Forecast) version selected—this is a classic implementation of Board’s Rolling Forecast logic.

This is not a bug, but rather a configuration within the Data Entry settings or Locking rules. In the Board Level 300 curriculum (Module 306), the screens are designed to reflect real-world scenarios where "Actual" months are locked, and only "Forecast" months are open for entry.

Why this is happening:
FCST 9+3: This typically means you have 9 months of Actuals (Jan–Sept) and 3 months of Forecast (Oct–Dec). Therefore, Jan–Sept will be locked because that data is considered "finalized," and entry is only enabled for the remaining 3 months.
Scenario Jan–March: If entry is only open for these months in another view, it implies that the Forecast Start Month is set to January for that specific version.

Thank you,

Marcus Smith

Gavin Murray · Answer

Hi Muralidhar,

Thank you for bringing this to our attention.

I acknowledge that you are experiencing an issue in the Indirect Global Expense Planning screen where data entry is enabled only for January to March, and when selecting the “FCST 9+3” version, data entry becomes enabled for April to December while January to March is disabled.

We have noted this behavior and will review the configuration to understand why the data entry permissions vary based on the selected version.

We’ll get back to you with an update once we have more details.

Thank you.