Create Plan Versions

Security: Versions
permission.

When you create plan versions, you can select options to determine how much of another plan to copy. You can:

Create versions with all new settings, rules, splits, and no data.

Copy the settings, rules, and splits of another version while leaving the data blank.

Copy the setting, rules, splits of another version including the data.

Each new plan version starts as a copy, even when you copy nothing. For versions with related scenarios, you have check boxes in the

New Version Options

section:

Copy all scenarios
: Leaves scenarios in the original and adds the same scenarios to the new version.

Move all scenarios
: Moves the scenarios out of the original into the new version.

Ignore the scenarios.

Leave both options blank to keep the scenarios in the original and out of the new version.

When you copy large versions, the version might take time to finish. The version queues in the background so that you don't have to wait. It displays as

In Progress

in the version list until it's complete.

Select

Modeling

from the main menu.

Click

Versions

(Optional) To copy the data of a version, lock the version you're copying to ensure that all the data copies.

See Lock, Archive, or Hide Versions with Version Access Controls.

Highlight the version to copy.

From the toolbar, click

Create Plan Version

and select Create plan version
.

As you complete the

General

section, consider:

选项	描述
Name	Names of versions are still visible, even for hidden versions, in some areas of Modeling and Integration . For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
Description	Enter the name of the version that you're copying for reference.

Complete the

Access Control

section.

See Lock, Archive, or Hide Versions with Version Access Controls.

Complete the

Options

section:

选项	描述
Left scroll limit	The earliest time period. Example: To start thea version in January 2022, select the year 2022.
End of plan	The last time period. When you select a period that comes after the preselected time period, Extension Options display at the bottom of the page. Select what to copy into the additional periods of the plan for value lookups and all accounts.
Start of plan	The time period when the plan data begins and the actuals overlay data stops.
Lock leading Months through	Locks periods of data. For custom calendars, this field name changes to reflect the smallest time strata. Example: When you use week as your lowest time strata, the setting is Lock leading Weeks through .
Default	Makes the version the default version for all users. Only 1 version can be the default. The default version is bold on the version drop-down list throughout the model.
Actuals version for overlay	Available for instances with actuals sub-versions. Overlays the plan data with the actuals version data. The data in actuals is visible to anyone with access to the plan, even when you hide the actuals version.

Complete the

New Version Options

section:

Version	Check Boxes
Blank	Clear these check boxes: Copy all data. Copy splits in GL and custom accounts. Copy modeled rows. Copy cell, sheet, and workflow notes. Copy audit trail history : Leave it blank so that you don't copy the audit trail notes of the copied version. Copy all scenarios : Leave it blank to leave the scenarios with the original version. Move all scenarios : Leave it blank to leave the scenarios with the original version. Select Reset workflow status to in progress : Removes the rejected and approved workflow statuses of the version that you're copying. (Optional) Select these check boxes: Copy shared formulas and rules : In the cells, you see f(x) until you enter the referenced data. Copy all override formulas . Add as report parameter choice to all reports : Automatically adds the new version as an option to reports that filter by version.
Copied structure	Clear Copy all data . Select these check boxes: Copy splits in GL and custom accounts : Copies the structure of the splits and associated dimensions in sheets and reports. Copy modeled rows : Copies all the rows in all modeled sheets, including the tagged dimensions. (Optional) Select these check boxes: Copy shared formulas and rules : In the cells, you see f(x) until you enter the referenced data. Copy all override formulas .
Copied structure and data	Select these check boxes: Copy all data . Copy shared formulas and rules . Copy audit trail history : Copies the audit trail notes of the copied version. Copy all override formulas . Copy splits in GL and custom accounts : Copies the structure of any splits and the data in the splits. Copy modeled rows : Copies the data in the modeled sheet rows. Copy cell, sheet, and workflow notes . Optional: Select Add as report parameter choice to all reports : Automatically adds the new version as an option to reports that filter by version. Clear Reset workflow status to in progress : Copies the rejected and approved workflow statuses. Select either Copy all scenarios or Move all scenarios . We recommend moving the scenarios.

While the version queues:

The version displays in the version list with an

In Progress

status.

All users with access to the version area of the model can see the version in the list. They can't dismiss failed versions that you created.

You can navigate to other areas of the application.

You can't create other versions but other users can.

Other version statuses:

Complete

: The new version is done. Click the

Refresh

button that displays when the version completes and you haven't left the version area.

Failed

: Click the info icon to review a list of errors that you can correct before trying again. Click the X to dismiss the version before you try again. The X only displays if you're the person who attempted to create the failed version.