Write Offs

Create a Write Offs plan

The Budget & Capacity plan is the foundation for all FAB5 schedules including Write Offs. In most cases, the Write Offs plan will automatically be created alongside the Budget & Capacity plan. 

If you need to create a standalone Write Offs, you must have a new Budget & Capacity plan that is not already linked to another Write Offs plan. 

1. Go to Measure > Metrics > Write Offs
   
   
    
2. Click on '+ Add plan'.
   
    
    
3. Select the financial year and capacity plan to be linked to Write Offs. 
4. Add a title e.g. 2026 Write Offs.
5. Switch the 'Active' toggle on if you would like the Write Offs plan to be the default plan. NB* If you have the active toggle set to 'on' in more than one Write Offs plan, the newest plan will become the default.
6. Click on 'Add'. 
   
   
    
7. Teams will automatically sync from the Budget & Capacity plan. 
   
   If you add more teams to your Budget & Capacity plan, click on 'Actions → Refresh and sync teams' and the Write Offs plan will update with the team changes. 
   
   

Update Write Offs

1. Click on 'Edit details' in the table.
   
   
    
2. Enter the team's net Write Offs (or Write Ons) for the relevant month. Enter write offs with a minus. 
3. Click on 'Update.
   
    Repeat this process for each team.
   
   
   
   
    

Go to Measure > FAB5 to review your Profitability KPI.

Rename a Write Offs plan

1. Click on the 'Plan' button.
   
   
    
2. Click on the edit icon. 
   
   
    
3. Change the title and click on 'Update'.
   
   

Delete a Write offs plan

1. Click on the 'Plan' button.
   
   
    
2. Click on the bin icon. 
   
   
    
3. Click on 'Delete'.