About Driver-Based Planning, Trend-Based Planning, and Direct Input

You can plan using several different methods:

  • Driver-based—Enter global rate assumptions and other assumptions (for example revenue drivers or expense drivers) to take advantage of built-in accounts and calculations to drive the planning process.

  • Trend-based—For Financials only, enter trend-based assumptions that let you plan and forecast based on trends. For example, you can plan by using current, projected, or past values (such as Forecast Average or Year Over Year Increase) and estimate the percent by which each value is likely to change.
  • Direct Entry—Directly enter data, for example if your planning and forecasting does not have historic trends or specific business drivers. When you use this planning method, no built-in logic is used.