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Knowledge and Support - Adaptive Insights

Creating a Version

Creating a New Planning Version

A new planning version is created by copying the existing default planning version (in Adaptive Planning). A new actuals version is created as a new, empty version in the actuals tree (in Adaptive Consolidation).

  1. Highlight the version you want to copy in the list of versions, or if creating a new actuals version, the version under which you want the new version to appear.
  2. Click New Plan Version , New Journal Entries Version , or New Actuals Version , as appropriate, to create the new version.

    Note: new actuals versions are empty unless they are the first child version of their parent, in which case the parent version's data will be moved into the new child actual version.

  3. When you click Add New, a new version labeled New Version will appear in the versions list and the Version Details section will become editable.
  4. Populate the fields in the Version Details section.
  5. Click Save. Depending on the size of your model, it may take a few seconds to several minutes for the version to be created and copied.

Creating a New Actuals Sub-Version

For Consolidation Only

A new actuals sub-version is created as a new version under an existing Actuals version in the version tree. New actuals sub-versions are empty when first created unless they are the first child version of their parent, in which case the parent version's data is moved into the new child actual version.

To create a new actuals version, do the following:

  1. Highlight the version under which you want the new version to appear.
  2. Click New Actuals Version to create the new sub-version.
  3. When you click Add New, a new version labeled New Version appears in the ver­sions list and the Version Details section becomes editable.

  4. Populate the fields in the Version Detail section.
    For detailed information on the Version Details section of the screen, see Defining Version Details.
  5. Click Save.
    Depending on the size of your model and whether the new version will be empty or not, it may take a few seconds to several minutes for the version to be created.

Creating a New Journal Entry Sub-Version

For Consolidation Only

Journal entries reside in a special type of actuals sub-version, which can only be updated through journal entries and cannot contain its own sub-versions. When viewing a journal entry version on a sheet, direct cell editing is disabled.

To create a journal entry sub-version:

  1. Go to Modeling > Model Management > Versions.
  2. Select the actuals version to which the new journal entry version should roll up.

  3. Click New Journal Entry Version.
    The Version Details area becomes editable.

  4. Fill in the Version Details.
    For detailed information on the Version Details section of the screen, see Defining Version Details.

  5. Click Save.

Creating a New Folder

To create a new folder in the version tree, do the following:

  1. Click a planning version in the tree to make Create new folder available.
  2. Click Create new folder.
  3. Fill in the Folder Details fields on the right side of the screen.
  4. For information on the fields, see Defining Folder Details (Planning Only).
  5. Click Save.

If you change your mind during the process of creating a new folder, click Discard changes to cancel. 

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