Create versions

A version is simply a copy of your plan. It inherits the scope, structure, and data population of the plan.

You create versions for 3 main reasons:

  • What-if scenarios

  • Forecasting

  • Sharing

After you create a version, the version exists independently. Therefore, even if you delete the original plan, the version continues to exist.

The version has the exact same hierarchy as the original plan. The only differences between a plan and a version are the name, description, and data that you modify after you create the version.

Your CEO asks you to find ways to cut next year's marketing expenses by five percent in your plan. There are a variety of ways to make this reduction. One option focuses on less travel. Another possibility is to spend less on trade shows. A third choice targets your translations budget. You create several versions of your plan, each as a different 'what-if' scenario to present to the CEO.

You launch a new clothing line. As actual sales figures come in throughout the year, you update the forecast based on real performance. If actual sales differ from your expectations, you create a new version of the forecast using the updated numbers. This lets you adjust production, marketing, and sales strategies in real-time. By using versions, your forecasts evolve alongside your business, ensuring more accurate planning and better alignment with actual performance.

You create a draft plan for your hotel chain for the upcoming year and want to share it with each hotel manager, so that they can make adjustments to the plan lines relevant to their hotel. You have already defined each manager’s user permissions so that they can only view the part of the plan relevant to their hotel. You create a version of your draft plan and share it with each hotel manager. After you review their changes, you choose which changes to merge from the shared version into your working plan. In this way, you leverage versions to collaborate confidently with your colleagues, whilst maintaining a unified working plan throughout the entire process.

Start

  1. Open the plan that you want to base the version on.

  2. From Actions, select Manage versions.

  3. Select Create version.

  4. Enter a logical Name.

  5. (Optional) Enter a logical Description.

  6. (Optional) If you are creating a forecast, select the Add actuals checkbox. In the To field, select the time period to include actuals data until.

  7. To stay on your current plan, uncheck the Open plan when done checkbox. By default, the new plan version opens automatically.

  8. Select Create.

    You can access the version from the Manage versions screen and the Home screen.

A success / failure message appears in Notifications. To see the message, open from the top toolbar.

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