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Knowledge and Support - Adaptive Insights

Why Is My Actuals Or Plan Version Not Available To Refresh All Linked Levels?

Question

Why is my Actual (or Plan) Version not available to refresh all Linked Levels?

Answer

When a version is locked completely, contains a set month in Lock leading months through, or has Lock leading months through on “Set to completion month” on the Manage Versions page, you will be unable to use the Refresh Link function as the version’s months are either partially or completely locked. By unlocking the version and/or removing the Lock leading months through date, you will now be able to refresh linked levels.

See below for examples:

Actuals:

If the lock leading months through setting is set to completion month or set to a specific month, the Actuals version will be unavailable when attempting to Refresh All Linked Levels.

If the Access Control is fully locked, the Actuals version will be unavailable when attempting to Refresh All Linked Levels.

Actuals version is available:

 

 

Actuals version is unavailable:

 

Other Versions:

When the version is locked, the lock leading months through is set to completion month, or a set to a specific month, you will be unable to refresh the linked level.

Version is not available:

 

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