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Create New Versions in Sales Planning

Explains how to create scenarios in Adaptive Insights for Sales by using the version selector.

Only available with Adaptive Insights for Sales

You can create versions in Adaptive Insights for Sales by duplicating existing versions, then changing their content.

Use the version selector on the application toolbar and click New Version.

New Version Button

Creating a version from the version selector is very similar to creating a version from Model Management.

If you don't see the New Version button in the version selector, you most likely are not logged into the instance that has sales planning enabled. Check that you are using the correct login URL and credentials.

Basic Steps

  1. Expand the version drop-down and click New Version. The new version dialog appears.
  2. Enter a name for the new version that is unique across Adaptive Insights.
  3. Enter a description to make it easy for others to understand the version's purpose.
  4. Select a baseline version to duplicate. All content from this baseline version is copied into the new version.  
  5. Click OK.

After you click OK, the version you just created becomes the one you are using. You can verify this by looking at the version drop-down.

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