There are several scenarios during which you may want to create a new version of your financial plan in Adaptive Planning. You may lock the budget after finalizing the data and then create a duplicate version for financial forecasting or what-if analysis. Then, you can grant separate permissions for each version to control who has access and who can edit data within each version.
Whatever your reason, today’s product tip will run through the quick and simple steps to help you create a new version in Adaptive Planning. First, let’s break down the fields to complete to create that new version.
Left Scroll Limit: This is the first fiscal year for actuals.
End of Plan: This is the last fiscal year for plan data.
Start of Plan: This is the first plan month.
Lock Leading Months Through: You can lock certain months for editing for all users.
Default: Sheets will open to this version.
Audit Trail: This tracks changes made by users in the system. It’s recommended that you enable it so you can generate reports to track user activity.
Now you’re ready to create that new version.
1. Click or hover over the Navigation Icon > Admin > Manage Versions.
2. Click the Budget 2014 version to highlight it (or the version that you wish to copy), and then click the New Plan Version button.
3. Name the new version and update the settings .
4. Under New Version Options, check all the boxes EXCEPT Copy Audit Trail History.
5. Save the new version.
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