Reference: Settings for Plan Versions

General Section

Field	Description
Name	Labels your plan version with a unique name. For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
Short name	Overrides the automatic abbreviation of the name of the plan version on dashboards.
Description	Describes the plan version, but it only displays in the Version area of Modeling .

Access Control Section

Field	Description
Locked version	Prevents users from editing the data in sheets and locks account default formulas to preserve their data. With this option, the access controls per user automatically update to Locked or Locked Except Notes . You can select this option to close out a version as the budget of record for a given year. Global changes, like adding or deleting accounts or levels still affect locked versions.
Archive version	Requires Locked version . Stores leaf level data from calculations, actuals overlay, calculations based on actuals overlay, calculations that reference rollup values, and links.
View Errors	Displays when you select Archive version . Downloads summaries of the formula errors. If you have no errors, the spreadsheet is blank.
Calculate formulas values	Legacy option only available for versions that already have it enabled. See FAQ: Deprecation of Calculate Formula Values. Saves any calculated values in the version without referencing the formula, speeding up load time. Once you apply Calculate formula values to a version, any structural changes that affect formulas might require you to apply these formulas again. Enabling this option deletes any scenarios that use the version as a base version.
Administrators, Users, Editable sheet access, Group, Access level	Unlocks, locks, or hides the version for each user type.

Options

Field	Description
Left scroll limit	The earliest time period you can see. Example: To start in January 2022, select the year 2022. The time period must come before the Start of plan . Moving the Left scroll limit forward deletes all the data of that version before your new Left scroll limit date. Moving the left scroll limit also affects the initial balances sheets. For the default version, you can't move the Left scroll limit forward.
End of plan	The last time period that you can see. For prediction versions, predictions populate only up to 24 time periods from the Start of plan . If you select an end of plan date that comes after the preselected time period, Extension Options display. You can select what to copy into the additional years of the plan for value lookups and all other accounts.
Start of plan	The time period when the plan data begins and the actuals overlay data stops. For the prediction version, this field is when the predictions begin. Your actuals versions must have at least 24 time periods of data before the time period you select for Start of plan .
Lock leading Months through	Locks specified periods of data in the version so users can't edit them. If you have a custom calendar for your instance, this setting uses the lowest time period available. Example: When you use week as your lowest time period, the setting is Lock leading Weeks through .
Default	Makes the selected version the default version for all users. Only 1 version can be the default. You can't uncheck the Default option. To change the default version, highlight a different plan and check the Default option.
Audit Trail	Tracks user changes: To data in sheets. Through imports. To shared formulas. Users can create audit trail searches in Reports . If you uncheck this option for a version, Workday deletes all of the previously recorded audit trail information of the existing plan version. To improve performance, we recommend disabling audit trail when you import data into the version.
Actuals overlay includes unavailable levels	Displays actuals overlay for all levels, including levels you no longer use.
Actuals version for overlay	Available for instances with actuals sub-versions. Overlays the plan data with the actuals version data that you select. The actuals data is visible to anyone with access to the plan, even when you hide the actuals version. For prediction versions, provides base data that the machine learning algorithm uses to generate predictions.
Drill into Transactions	Available only with the Transaction module. Enables the ability to drill into transactions for the selected version. This option only works for transaction drill-through and doesn’t work for NetSuite drill-through. The default setting displays raw transaction reports. If you clone a plan version with this setting, the clone automatically populates with this setting.

Publishing Access

These options are only available for Workday-enabled instances.

Field	Description
Headcount Plans	Makes the plan version available for publishing Headcount Plans to Workday draft plan templates.
Financial Plans	Makes the plan version available for publishing Financial Plans to Workday draft plan templates.
Workforce Action Plans	Makes the plan version available for publishing Workforce Action Plans to Workday draft plan templates.

New Version Options

These options only display if you’re creating a new plan version.

Field	Description
Start as a copy of version	Copies the data of the existing plan version to start the new plan version. You can select the version that you want to copy.
Copy all data	Copies all numbers and formulas to the new plan version from these sources in the existing plan version: Standard accounts Cube accounts Assumptions Exchange rates If there are modeled rows in the existing plan version, Workday also copies the data on modeled sheets.
Copy shared formulas and rules	Copies all: Shared formulas from the Formulas tab. Rule scopes from rule administration pages.
Copy all override formulas	Copies the formula overrides that you set for calculated accounts in the existing plan version, including the Data Entry option. You can clear this check box if you want to copy the default formulas for all calculated accounts.
Copy splits in GL and custom accounts	Copies all splits in general ledger and custom accounts from the source version. These splits retain all dimensions.
Copy modeled rows	Copies the modeled rows from the existing plan version, which retain all dimensions, levels, and text selector values. If you also select the Copy all data check box, Workday also copies: Initial-balance. Driver values. Timespan values (any values on the rows that correspond to months).
Copy cell, sheet, and workflow notes	Copies: All cell, sheet, and workflow notes from the existing plan version. Information on who last updated the notes and when. If unchecked, the new plan version starts with no notes.
Reset workflow status to in progress	Sets all sheets and other workflow items to in progress for the new version. If unchecked, all workflow items in the new version will retain the current status of the existing plan version that you’re copying. Example: The new plan version will be read-only if the status of the existing plan version is complete.
Copy audit trail history	Copies the audit trail history from the existing plan version. If unchecked, the new plan version starts with no audit trail history. You can clear the check box if you only want to track changes in the new plan version.
Add as report parameter choice to all reports	Includes the new plan version in any reports with versions as a parameter. If unchecked, Workday only adds the new plan version to reports with the source version as a parameter.
Copy recalculated values of sheets	Copies the recalculated values from cube and modeled sheets where you checked the Recalculate on demand check box.
Copy all scenarios	Leaves scenarios in the original version and also adds the scenarios to the new version. The version could fail when copying scenarios exceeds the maximum scenarios for users. Leave blank to leave the scenarios in the original version without copying.
Move all scenarios	Moves the scenarios from the original version to the new version. Leave blank to leave the scenarios in the original version.

Extension Options

These options display when you move the End of Plan time period to a later date than the one populated. When you extend the version, you have new periods. These options indicate how you want to populate those new periods in the new version. You can make different selections for the

Assumptions and Lookups

and

All Other Accounts

.

Field	Description
Copy Final Year Forward (plan data only)	Copies the last year of the original into the new time periods of the new version, repeating the cycle until the end, when necessary.
Copy Final Time Period Forward (plan data only)	Copies the value of the last period of the original into the new periods of the new version, repeating until the end.
New Year Start Blank	Leaves the new periods blank.