Versions
Product documentation for managing versions as an administrator.
- Versions Overview
- Introduces you to versions in the model.
- Create and Edit Actuals Versions
- Explains how to create new actuals sub-versions, journal entry versions, and how to edit edit root actuals settings.
- Set Up or Turn Off Actuals Overlay
- Introduces you to actuals overlay and walks you through how to set it up. With actuals overlay, you see actuals data on plan versions.
- Create and Edit Virtual Versions
- Explains how to create or edit virtual versions, or versions used for constant currency reporting.
- Create Machine Learning Prediction Version
- Explains how to create machine learning forecast versions. The forecast version holds the predicted values generated by the intelligent planning algorithm.
- Create and Edit Plan Versions
- Explains how to create, edit, and copy the different types of versions and planning version folders.
- Delete Versions
- Explains how to delete versions.
- Export Versions and Version Access
- Explains how to export versions and versions access.
- Lock or Hide Versions
- Explains how to hide or lock versions, and what happens to data. Also describes what can still change in a locked version.
- Publish Plans
- Describes how to publish plans to Workday.
- Use Audit Trail
- Explains how to use Audit Trail to track changes users make to cells in a sheet. Explains how to turn audit trail on or off and how to view track changes using Audit Trail reports.