Skip to main content

logoCorrectSize.png

Adaptive Insights LLC.

Versions Toolbar

Describes the actions you can take from the version toolbar.

See Versions Overview for general information about versions.

Icon Description
Creates sub-version of actuals.
Creates journal entry version.
Creates virtual version within the plan folder you selected.
Creates folder for organizing plan versions.
Creates plan version with the option to copy the highlighted plan. As a best practice, lock the version you're copying before proceeding.
Generates a  Excel spreadsheet of the version list.
Generates an Excel spreadsheet detailing user access to your versions.
Deletes highlighted version.
Save edits to the Version Details fields.
Discard pending edits to the Version Details fields.
  • Was this article helpful?