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When to change the Balance Date if I use an older Cost Date?

Written by Tom Berrett

Updated at August 27th, 2025

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When to change the Balance Date:

  1. Change the Balance Date if you are looking to evaluate the effect of some specific process change or investment that happened since, or to included mills that were closed since.
  2. Keep the latest available Balance Date if you want to compare the latest operational setup with different unit costs. It will keep the mill data consistent at the latest available status, and only change the cost date.
  3. There is no need to change the Balance Date if you are using the Trend option in Market or Mill levels.
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Related Articles

  • What is the difference between Cost Date and Balance Date?
  • How can I compare the cost of two specific points in time?
  • How can I compare the cost/view trends over a longer period of time?

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