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Knowledge and Support - Adaptive Insights

Actuals Sub-Version Fields and Settings

Sub-versions are slices of your actuals, created under an existing Actuals version in the version tree. The data of each sub-version rolls up to the data displayed in actuals; that is, data is not duplicated. You can have any number of sub-versions under actuals, and sub-versions can also have sub-versions.  Create actuals sub-versions to organize and filter your actuals in different ways.

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Actuals versions have different fields.   

General Section

Field Name Description

(required) Version name must be unique. For example: "Budget 2009" and "Profit Plan 2008 - Version 2." 

Short Name:

Overrides the automatic abbreviation of the version name.


Describes the version, but only displays on this screen.

Access Control Section

User Types

Administrators define roles in Administration > Roles and Permissions, where permissions are selected for that role. Roles are then assigned to Users through  Administration > Users. The user types listed in this section are identified by the permissions of the role assigned to them. 

Field Name: Field Description:
Administrators Roles with Model Management > Versions permissions
Users All users, regardless of permissions and roles.
Group Global user groups are defined by your admin in Administration > User Groups. If users are part of more than one group and the group access conflicts with their role permission, their access defaults to the highest access available.
Actuals access Roles with  Privileged Actuals Access permissions. You'll only see this user type listed if you're creating or editing actuals, actuals sub-versions, journal entry versions, or virtual versions.
Editable sheet access Roles with Access Sheets > Editable Sheet Access permissions. You'll only see this user type listed if you're creating or editing plan versions and folders.

Access Options Per User

Different access options are available based on version type and whether or not it has versions nested below it. Select the access from the dropdown to the right of each user type (for groups the dropdown will be below the groups dropdown). 

Access Option Per User Type: View in
Edit in
Use in
Import Data
into Version
Visible       Available to Actuals ONLY
Hidden from Version Selector           Available to Actuals ONLY
Import and Notes Only      
Full Access  
Locked Except Notes        


Audit Trail:

Tracks user changes to data in sheets, through imports, and from updates made in the Formulas Tab. With this setting, users can create Audit Trail Searches in Reports.

If you uncheck this option for a version, all previously recorded Audit Trail information for that version is deleted.

Drill into Transactions:

(available only with transaction module) Enables the ability to drill into transactions for the version. See Transaction Reports and Drill Through. This option only works for Adaptive drill-through and does not work for NetSuite drill through. The default setting shows raw transaction reports. If a version with this option enabled is cloned, the clone defaults with this setting.


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