Effects

Import effects | Enter an effect | Effect aggregation explained | Create budgeting categories | Add/configure an effect line | Display the effects monthly, quarterly or yearly | Extend a…

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21 articles in this collection
Written by Jonas Steeger, Moritz Mußmann, Philipp Spahn and 1 other

Delete effects

Read here how to reset all effects data of a tree item in Falcon with a few clicks.

Written by Moritz Mußmann
Updated over a week ago

OKR (Objectives and Key Results) - Effects

Learn how to calculate OKR's using effect lines in Falcon.

Written by Finn Wesseloh
Updated over a week ago

Effects: an overview

Learn why and how Falcon uses effect to measure and quantify your project success in this simple overview

Written by Jonas Steeger
Updated over a week ago

Import effects

Learn how to import effect data to Falcon from spreadsheets such as Excel and CSV files

Written by Finn Wesseloh
Updated over a week ago

Importing effects - period examples

Periods for importing effects to copy/past

Written by Moritz Mußmann
Updated over a week ago

Effect Aggregation Explained

Learn what time period, horizontal and vertical has to do with the aggregation of effects.

Written by Jonas Steeger
Updated over a week ago

Determine effect position for multiple tree elements

Learn how to set the effect position for multiple tree items simultaenously

Written by Moritz Mußmann
Updated over a week ago

Lock/unlock effects

Learn how to lock/unlock effects

Written by Finn Wesseloh
Updated over a week ago

Create budgeting categories

Learn how to add a budgeting category to your effect grid

Written by Jonas Steeger
Updated over a week ago

Add and configure an effect line

Add an effect line and learn the difference between more and less is better, spot landing, and the horizontal/vertical aggregation types

Written by Moritz Mußmann
Updated over a week ago

Configure several budgeting lines at once

Learn how to edit several budgeting lines at once

Written by Jonas Steeger
Updated over a week ago

Extend a project

Learn how to add additional periods to a project if it is due to start earlier or takes longer than expected.

Written by Philipp Spahn
Updated over a week ago

Actual vs. forecast

Learn the difference between actual and forecast columns in your effects grid

Written by Jonas Steeger
Updated over a week ago

Enter an effect

Learn how to enter effects in to your measure effect grid

Written by Jonas Steeger
Updated over a week ago

Define effects calculation

Learn how to use the calculator to add, subtract, multiply and divide budgeting lines in your effect grid (e.g. profit = revenue - cost)

Written by Jonas Steeger
Updated over a week ago

Effects functions in Falcon

Learn which functions you can use in the effects.

Written by Finn Wesseloh
Updated over a week ago

Set effect plan

Learn how to copy actual effects to the empty plan columns in your effects grid. Perfect for bottom up planing!

Written by Jonas Steeger
Updated over a week ago

Transfer effect values

Transfer effects from the plan to actual/forecast with just one click

Written by Moritz Mußmann
Updated over a week ago

Set effect duration, scaling/periods, and financial year

Learn how to set when a project starts, end and how you track effects (weekly, monthly, quarterly or yearly)

Written by Jonas Steeger
Updated over a week ago

Display the effects weekly, monthly, quarterly or yearly

Learn how to chose the display options for the effects tab

Written by Jonas Steeger
Updated over a week ago

Sort effect lines

Learn how to order and sort you budgeting lines in the effect grid

Written by Moritz Mußmann
Updated over a week ago