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Modifying forecasts and tag them with plans

You can tag any change you make to timeseries values—whether in a driver table, database, or the driver detail view—with a plan. Let’s walk through how this works using a driver table as an example.

Drivers in Runway store timeseries data. Their historical values are pulled from your integrations and calculated using actuals formulas. Their forecasted values—those after your Last Close date—are generated by your forecast formulas.

While forecast values typically flow from your formulas, you can override specific months and tag those changes with plans. For example, if your forecast formula for CXM team capacity is set to repeat the previous month’s value, but you expect an increase in June due to an upcoming product launch, you can leave the formula as-is and simply override the June value—tagging that adjustment with a plan tied to the product change.

Because multiple initiatives can impact the same metric—say, a fundraise and a new marketing push both influencing cash flow—Runway allows you to tag the same cell in the timeseries with multiple plans.

  1. Here’s how to modify a cell and connect adjustments to specific plans:
  2. Select a forecast value (after your Last Close date).
  3. Press Enter to edit the cell, or double-click it.
  4. Enter your adjustment:

    • Use Backspace to clear the forecasted value and type a new one.

    • Use + or - to add or subtract from the forecasted value. You can enter multiple adjustments—each can be tagged to a different plan.

  5. Press Shift + Enter or click Tag plan to tag each adjustment to a plan.
  6. To remove the impact of any plans affecting a cell, press Backspace while the cell is selected.

If you modify a cell without tagging it, Runway will automatically assign the change to the Default Plan. To update the plan later, you can either:

  • Select the cell and press Shift + Enter, or
  • Double-click the cell and click Tag plan to tag each adjustment to a specific plan.

To tag multiple cells with the same plan at once, select them all, then click Tag plan (or press Shift + Enter).

Cells with one or more plan adjustments will show an underline. Hover over the cell to see which plans are applied.

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Connecting an employee’s start date to a plan

If you’re working in an Employees database generated from one of our supported HRIS integrations, it includes a Start Date column by default.

  • If any synced employees have a Start Date in the future, Runway will automatically tag them as part of your Default Plans.
  • When you manually add new rows for future hires, assigning a Start Date in the future will also include them in your Default Plans.

Keep reading to learn how to better organize your plans—and move them out of the Default Plans bucket into more meaningful plan groups.

Deleting a plan that originates from a new database row will clear the Start Date for that object, but the row itself won’t be deleted or lost.

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Organizing your plans

Your list of plans can grow quickly. To keep things organized, you can group related plans together.

Let’s say you want to create a group for all your engineering headcount plans:

  1. Navigate to the Plans page from the sidebar. You’ll see a list of all your existing plans.
  2. Hold Cmd or Ctrl and select the plans you want to group.
  3. Right-click the selection and choose Group. Enter a name and press Enter. Alternatively, you can press Cmd or Ctrl + G to group them instantly.

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Surfacing plans in pages

Pages let you bring different parts of your model together on a single canvas—making collaboration and reporting easier.

To add a plans block to a page:

  1. Type / and select Plan Timeline. This will surface all plans in the current scenario as a new block.
  2. Apply filters to show only the plans relevant to the page. You can filter by plan name, model, and more.
  3. Drag and drop plans to reorder them.

To get the most value from a plans timeline block, we recommend pairing it with a chart block that visualizes key upstream metrics impacted by those plans.

Once you’ve added both blocks, you can begin experimenting:

  • Adjust plan values for a single month—leaving the rest unchanged.
  • Push a plan forward or backward in time to change when it takes effect.
  • Stretch a plan across multiple months:
    • If the plan’s change is defined by the = operator, the value is repeated across all months.
    • If the plan uses a + or - operator, the total impact is distributed. For example, if a +10 change originally applied to one month is stretched across two, each month will apply a +5.

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Accessing a plan’s details

  1. Click the upward arrow next to a plan’s name on the timeline to open the plan’s detail view.
  2. You’ll see a timeline of all drivers and database rows impacted by that plan.
  3. Any drivers you’ve marked as KPIs (LINK COMING SOON) will also appear, so you can adjust the plan directly in this view and immediately see how it affects those key metrics.

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Deleting a plan

  • To delete a plan permanently, right-click its name and select Delete.
  • Alternatively, if you’re in the details view, you can click on the Delete icon at the top right.

You can also delete the impact of the plan on a single driver. To do this, right-click the driver’s name in the timeline and select Delete.

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Plans FAQ