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Refresh Data in Parent Instance to Synchronize with Child Instances

Users with the Refresh Linked Levels permission can refresh the data in the parent instance so that it is synchronized with the data in the child instance.

  • You can refresh each version independently.
  • Levels can be refreshed individually or all at once. 
  • Refreshing plan versions has additional steps. 

Refresh Levels for Actuals Versions

  1. Go to Modeling > Model Management and click Levels.
  2. Expand the list to select the level you want to refresh.
  3. Click the arrow on More Actions.png More Actions and select:
  • Refresh Linked Level to refresh the selected level.
  • Refresh All Levels to refresh all linked levels.
  1. From the list of versions, click RefreshLevels.png Refresh next to the version you want to refresh. This updates the levels of the version you selected. 

Refresh Levels for Plan Versions

  1. Go to Modeling > Model Management and click Levels.
  2. Expand the list to select the level you want to refresh.
  3. Click the arrow on More Actions.png More Actions and select:
  • Refresh Linked Level to refresh the selected level.
  • Refresh All Levels to refresh all linked levels.
  1. From the list of versions, click RefreshLevels.png Refresh next to the version you want to refresh. 
  2. From the Source version dropdown, choose the version you want to synchronize. 
  3. (Optional) From the Import into actuals dropdown, select the actuals version to refresh.
  4. Click Refresh.

Linked Level Currency

No currency conversion is done during the refresh. Make sure that the currency in your linked plan matches the Corporate Currency in the child instance.

Column Descriptions

The columns on the Refresh Levels page vary depending on whether you are refreshing one level or all of them. The possible columns are:

  • Version Name: The target versions in your current (parent) instance are listed in this column. Locked versions appear in the list, but do not have a refresh button and cannot be refreshed.
  • Default: The checkmark in this column indicates that the version is the default version of the instance.
  • Last Refresh: The name of the user who performed the last refresh on this version as well as the date and time of the last refresh.
  • Source Version: The version in the linked instance from where the data was pulled during the last refresh. If a target version has not been refreshed from a source version, this column is blank.
  • RefreshLevels.png Refresh: Clicking the refresh buttons in this column brings up a dialog that allows you to select a source version from the child instance, and then refresh the selected row's version in the parent instance.

 

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