M365 E5 - License Forecast Planner

DEMO

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Tenant

July 1 baseline

Historical commitments at July 1 of the selected FY: the legal floor for the year. Verify From SA from the EA schedule. Existing approved envelope is the funding authority already granted, used to validate whether further approval is needed.

From SA licenses (fixed at migration, cannot order)

From SA unit cost ($/license/month)

Full USL baseline licenses (for all new E5 orders)

Full USL unit cost ($/license/month)

Total M365 E5 baseline (From SA + Full USL)

Total baseline cost (annual: From SA + Full USL)

Transition preparation

Establish where the agency will stand at cutover. Set the transition month and the assigned position; owned and unassigned are derived from the baseline and any pre-transition orders recorded below.

Transition month

Licenses owned at transition (derived: baseline + pre-transition orders)

Assigned licenses at transition

Unassigned at transition (owned − assigned)

Pre-transition orders

Orders placed between 1 July and the transition month that add to the owned position above. Leave empty if none.

Forecast inputs

Avg monthly new starters

Avg monthly departures

Harvest lag (days after departure)

Internal process lead time (days)

Vendor lead time (days)

Additional buffer (your discretion)

15%

Planned events

Bulk onboarding or offboarding beyond monthly averages. Event labels appear in the funding statement as supporting justification.

Forecast

From SA Full USL baseline Pre-transition orders Recommended orders Over-deployed Assigned

Month-by-month table

Month	Note	Starters	Departures	Reclaimed	Committed	Assigned	Available	Buffer req.	Headroom

Actuals checkpoint · optional, post-cutover

An optional assurance check once licenses are live. Enter the position the agency attests to as at a chosen month; the planner compares it against the forecast and flags drift. These are the agency's own figures, the values they're held to.

As-at month

Owned, attested (licenses held)

Assigned, attested (allocated to users)

Funding statement

Approved funding authority: FY total already granted for E5 (0 if none)

Outputs reflect the inputs entered. The funding statement is intended to support an internal funding case; expand all sections before printing to produce a full audit pack.