Create Version Folders

Adaptive Planning

Security:

Model includes: sheets, accounts, dimensions, and formulas
permission.

Versions
permission.

You can use folders to organize plan and virtual versions. Folders are especially helpful when you have many plan versions. Examples:

Create a folder for each year. A 2022 folder holds all 2022 versions.

Create folders for closed, obsolete, or older budgets and 1 folder for current plans.

Create a folder each for budgets, scenarios, and forecasts.

Create folders to quickly delete several plan versions.

The best way to use folders is to make your current plans easy to find.

We don't recommend creating new folders when new versions are in progress.

Select

Modeling

from the main menu.

Click

Versions

From the version list, select a planning version.

From the toolbar, click

Create New Folder

As you complete the

General

section, consider:

Optie	Omschrijving
Name	Enter a unique name. Example: Budget 2009 Profit Plan 2008 - Version 2
Short Name	We automatically abbreviate the version name unless you enter a short name.
Description	Adaptive displays the description on only this page.

In the

Access Control

section, select viewing options for each user type.

From the list, drag and drop plan versions into the folder.