A static plan based on the forecast uses the state of the forecast at the time of creation and freezes it. This makes it suitable for budgets or for documenting decisions.
Goal: Fix the forecast, adjust assumptions and save it as a binding basis.
Steps:
Select “Static plan (forecast)” as the base.
The forecast values are taken over.
Add your own adjustments (e.g. an additional salary from October).
The plan then remains unchanged, even if the forecast changes.
Example: In March, it is decided that a new employee will be hired from October. This is entered in the static plan. Even if the forecast changes later, this decision remains documented.
Good for: Annual planning, budgets, traceability of management decisions.