The Impacts Ledger shows time series data on impacts over a specified period, and offers a simpler way of recording and updating impact data. If you maintain impact data in Excel worksheets, you can transfer the spreadsheet's contents straight into the ledger.

This article discusses:

• Enabling the Impacts Ledger
• Adding impact data
• Filtering and organising the ledger
• Colour-coded variance (Bowler Chart)
• Saving a custom ledger view

Enabling the Impacts Ledger

The ledger is available to an initiative once it has been enabled on the initiative's classification.

To enable the Impacts Ledger for an initiative:

1. Ensure that the desired impact classification is defined in Amplify.
2. Enable the Impacts Ledger on the initiative classification.

Adding impact data

To add impacts into the ledger:

1. Adjust the date range using the date range selector.
2. Scroll down to the impact for which you want to add data.
3. Scroll across columns on the right-hand side of the ledger table to the period for which you want to enter data.
4. Click in the target cell and type in the value.
5. Press the ENTER key or click anywhere on the page to save the data.

A green tick mark appears after you enter a value in the cell to indicate that the change has been saved successfully.

To copy and paste data from Microsoft Excel into the ledger:

• To copy a range of cells, select the same number of cells in the ledger before pasting the data, and make sure the date range displayed in the ledger corresponds to the date range of the data being copied.
• To copy a single value, double-click the corresponding cell in the ledger and press Ctrl + V.

The copy function will not work if the selected range of Excel data does not match the range of cells available and displayed in the ledger.

Filtering and organising the ledger

Two sets of controls shape what the ledger shows: the filters above the table determine which impacts and which periods appear, and the tools on the table itself control the columns and layout.

Filters above the table

	Use this field to filter out the impact data based on the criteria you set for the impact Unit field. The drop-down list contains all of the unit types that are currently configured for your system. When you set a value in this filter, the ledger view will refresh to display only those records that meet the specified criteria. For example, if you select 'US Dollar', impact records with the unit set as 'US Dollar' will display.
	Filter data based on the specified impact reporting cadence. The drop-down list contains all of the cadence values available in the system. When you set a value in this filter, the ledger view refreshes to display only those records that meet the specified criteria. For example, setting this filter to 'Month' will show all impacts with a monthly reporting cadence.
Baseline, Plan, Actual and Forecast selection boxes	Use these checkboxes to choose the data series to be displayed in the ledger. For example, if you selected 'Plan', those impacts that have Plan value entries will display for the specific point in time when they were captured.
Date Range picker and level bar	Impacts Ledger will show data only for the range you set in the date selection lists on either side. You can also click on the circle and drag it across the level bar to adjust the date range.

Tools on the table

Colour-coded variance (Bowler Chart)

This means you can see at a glance both where delivery has fallen away from plan and where the forecast is drifting from plan before any actuals land.

The ledger can colour values according to how far they vary from Plan, using three threshold bands — On Track, At Risk and Off Track. Two comparisons are signalled: Actual against Plan, and Forecast against Plan. The bands, and the direction of variance treated as favourable, are configured per impact classification by an administrator.

To display the colours:

1. Open the ledger.
2. Open the Settings menu.
3. Switch on the Bowler Chart toggle at the bottom of the Settings menu.

A single toggle governs both comparisons — there is no separate control for Forecast. The toggle is off until you switch it on, and your preference is saved as part of the view configuration. It only appears if at least one impact shown on the register belongs to a classification with Variance enabled.

How the colours behave:

• Colour is applied to Actual and Forecast values, including their Totals. Totals render in a slightly darker shade than the individual series cells.
• Quarter and financial-year Totals are coloured only where there is a complete set of values to compare. If, for example, Forecasts have been entered for two months of a quarter, that quarter's Total and the FY Total are left uncoloured.
• Colours display even when the Plan row is hidden from the ledger.
• Colours update when you save a cell — no page refresh is needed.
• A cell shows no colour while it is in an editable state.

Hovering a coloured cell displays a tooltip with the threshold label and the variance as a percentage from Plan. There is a short delay before the tooltip appears, and no tooltip displays while the cell is editable. Whether a variance reads as positive or negative follows the classification's favourable direction: with Higher is Better, exceeding Plan is positive; with Lower is Better, coming in under Plan is positive; with On Target, any variance from Plan reads as negative.

The ledger widget on the Project Brief uses the same colouring, tooltips and toggle behaviour.

Saving a custom ledger view

Once you have set the filters, columns and display options you want, you can save them together as a personalised view. A view captures the filter and layout settings, along with your Bowler Chart preference.

To create a custom ledger view:

1. Set the required filters and reorganise the columns in the table as desired.
2. Click the Save button and select the Save as option.
3. Type a name for the view.
4. Click the Save button.

Your custom view is then available among the list of options in the first filter drop-down on the page. To discard changes made to a saved view, click Discard Changes. To remove a saved view altogether, click Delete view.