GridL FP&A

    Actuals Overlay — Scenario Reference

    How plan and actuals versions interact across different configurations

    Scenarios
    Legend
    Actuals data
    Read-only
    Plan data
    Editable
    Empty actuals
    Warning
    startOfPlan
    Boundary
    01

    Standard Overlay

    Plan version, overlay enabled, startOfPlan mid-year

    Working Forecast 2025
    enableActualsOverlay
    startOfPlan:Apr
    ACTUALS ZONE
    PLAN ZONE
    Jan
    ACT
    Feb
    ACT
    Mar
    ACT
    Apr
    PLAN
    May
    PLAN
    Jun
    PLAN
    Jul
    PLAN
    Aug
    PLAN
    Sep
    PLAN
    Oct
    PLAN
    Nov
    PLAN
    Dec
    PLAN
    ↑ startOfPlan
    What's happening

    The most common case. Months before startOfPlan (Apr) pull from the Actuals version. April onward shows plan data. Green cells are read-only.

    Key insight

    startOfPlan is the boundary. The flag enables the overlay.

    ACT→ FinancialFact WHERE versionId = actuals_version_id (isActuals=true)
    ·
    PLAN→ FinancialFact WHERE versionId = selected_version_id