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Adaptive Insights LLC.

Version Folder Details

Version folders are available for plan version only. Use folders to organize your plan versions.

General Section

Field Name: Description:

(required) Unique name. 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


Field Name: Description:
Administrators, Users, Editable sheet access, Group, Access level

Unlocks, locks, or hides the version for each user type. See Version Access Controls.



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