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Adaptive Planning
Last Updated: 2023-06-23
Version-Specific Overrides for Linked Accounts

Version-Specific Overrides for Linked Accounts

Preview Date: 2024-10-11. Production Date: 2025-12-12.
With the 2025R2 release, we make version-specific overrides for linked accounts generally available. All customers can now use options in the account settings to enable linked accounts for data entry in specific plan versions.

Business Benefits

The ability to override links for specific versions provides flexibility in the model. With these options you can leverage the links for certain versions when it suits your business needs. In other versions you can enable the data entry override so that you can:
  • Import data into the account.
  • Populate data into the account with Predictive Forecaster.
  • Enter data into the account on sheets.

Changes

We provide these new options in the
Link Filters
 section of the account settings:
  • Override links for specific version
    : We enable you to select this check box to display the override fields for the account.
  • Link Version Selector
    : We enable you to select a plan version for the override.
  • Override Link Setting
    : We provide these options:
    None
     to keep the link, and
    Data Entry
     to enable imports and data input on sheets.
We provide the new options in the account settings of the target accounts that support links:
  • Cube Standard.
  • Cube-Entered.
  • General Ledger.
  • Custom.
After you set up the override, you can enter data:
  • In sheets.
  • With manual imports.
You can load and export the data through:
  • Loaders in Design Integrations for only general ledger and custom accounts.
  • customReportValues and exportData APIs.
At this time, we show plan data during actuals overlay periods when a linked account has both of these settings:
  • Enable Actuals for Link
     for the
    Actuals Overlay
     setting.
  • Data Entry
     for the
    Override Link Setting
    .
You can now import data into data entry linked accounts in the current version for cube and standard accounts.

What Do I Need to Do?

To enable the feature for a linked account:
  1. Go to
    Modeling
    .
  2. Click:
    • Custom Account
      .
    • General ledger
      .
    • Edit a cube sheet and click
      Cube Accounts
       from the
      Sheet Summary
       page.
  3. Select the linked account from the account list.
  4. Click the check box for
    Override links for specific version.
  5. Complete the other fields that display.
  6. Save.
  7. Load or enter data.

What Happens If I Do Nothing?

The options remain available to use when you need it.

Change Log

Version-Specific Overrides for Linked Accounts
We update the delivery dates for the Preview and Production redelivery for this functionality from 2025-11-21 to 2025-12-12.
Preview Date: 2025-12-12. Production Date: 2025-12-12.
Version-Specific Overrides for Linked Accounts
We now redeliver this feature to your Preview and Production tenants.
Preview Date: 2025-11-21. Production Date: 2025-11-21.
Version-Specific Overrides for Linked Accounts
We revert this functionality from Preview and Production tenants.
We plan to redeliver this functionality in a future service update.
Data Imports Into Data Entry Linked Accounts
We update the note to document the ability to import data into data entry linked accounts in the current version for cube and standard accounts.
Preview Date: 2025-09-20. Production Date: 2025-09-20.