Create and Edit Plan Versions
Create different plan versions with the different buttons in the toolbar:
Create New Plan Version: Copies of existing plans. You can choose how much to copy.
Create New Virtual Version: Composites of other versions. See Create and Edit Virtual Versions.
Create New Plan Folder: Organize plan versions.
When you select Create New Plan Version, you start the version as a copy of whatever version you selected from the version list. If you select a plan folder, you copy your default version. In the New Version Options section, choose the options to control how much of the version you copy.
Prerequisites
- New to Versions? See Concept: Versions and Concept: Version Types.
- Required permission: Model Management Access > Model and Model Management Access > Versions
Navigation
Copy Plan Data
Copies the entire plan version, including all the data.
- From the version list, select the plan version to copy.
- Temporarily lock the version so all data copies to the new version. In the Access Control section, check the Locked version option. The drop-downs for Administrators, Users, Editable sheet access and Group change to Locked Except Notes.
- Save the version.
- From the toolbar, cloick Create New Plan Version and enter a name for the new version. In the Description, include the name of the copied version for future reference.
- In the New Version Options section:
- Check these options:
- Copy all data
- Copy shared formulas and rules
- Copy Audit trail to keep the history of the copied version.
- Consider checking:
- Copy splits in GL and custom accounts: Otherwise, you'll just copy the totals.
- Copy modeled rows: Otherwise, modeled sheets will have no rows until you add them. If you copy them, you can edit the rows with updates.
- Copy cell, sheet, and workflow notes.
- Add as report parameter: This new version becomes an option automatically for all reports that use version as a parameter.
- Consider unchecking Reset workflow status to in progress, so that you copy the rejected and approved workflow statuses of the version you're copying.
- Check these options:
- Save the version.
- Return to the original version that you copied:
- Uncheck the Locked version option.
- Update the access in each of the drop-downs in the Access Control section.
Copy Version without Data
Copies the version rules, splits, and more, but leaves the data blank
- Uncheck Copy all data.
- Consider checking:
- Copy shared formulas and rules: In the cells, you see f(x) until you enter the referenced data.
- Copy splits in GL and custom accounts: Sheets and reports keep the splits and associated dimensions. The split cells in the sheets will be blank.
- Copy modeled rows: The modeled sheets have all the rows with the dimensions but not the initial balances and cell data. Otherwise the model sheets have no rows and you must add them.
- Save.
Create Plans without Copying
Creates a completely fresh version:
- From Start as Copy of Version drop-down, leave the default selected . The other options you select prevent the copy.
- Uncheck:
- Copy all data
- Copy splits in GL and custom accounts
- Copy modeled rows
- Copy cell, sheet, and workflow notes
- Copy audit trail history
- Select Reset workflow status to in progress so you don't keep the rejected and approved workflow statuses of the version you're copying.
- Consider selecting:
- Copy shared formulas to copy the shared formulas of the selected plan into your new plan. Otherwise, you must recreate shared formulas for the new plan.
- Add as report parameter and reports that filter by version will automatically have this new version as a filter option.
Select Plan Version Options
These are the major settings for plan versions. For a full description of each setting, see Reference: Plan Version Settings.
Settings | Description |
---|---|
Left Scroll Limit |
|
End of Plan |
|
Lock Leading Months Through |
|
Default |
|
Actuals version for overlay |
|
Create Plan Folders
Folders can organize plan and virtual versions. To create a new folder:
- Select a planning version in the tree to activate the Create new folder button.
- From the toolbar, click Create new folder.
- Complete the Version Folder Details.
- Save or cancel.