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Drop a file. Confirm categories before this month is official. An income statement feeds Planning, Accounting, and packs. Weekly cash and roster files are classified here.
Who uses this close
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What can land here
Board P&L, Adaptive export, Butler template, weekly cash CSV, roster, or a PDF / PowerPoint / Word file with a table. PDF, PowerPoint, and Word files land only when they contain a table. Charts and prose are not official numbers. Ask will not make them official. Opening-bank files and compensation surveys still finish on Treasury or Workforce.
This file
Does not make this file the official chart. Promote in Settings → Model & data.
Leave unchecked to keep the current plan of record and save this as another named version.
Start over or clear data
An approver or admin can Start over to withdraw landed actuals and the plan of record so Plan is empty. Files stay in history. An admin can Clear all data here or in Settings → Model & data to also withdraw books, dashboards, Ask threads, and the chart. Confirmation text is not enough.
Type a table instead
Create a table
Type rows when you do not have a file
Paste from Excel or Google Sheets (tab-separated). Tab moves to the next cell. Values only — no formulas. Close actuals can land after conflicts are resolved. A working table stays unofficial until you map it to monthly actuals. Compensation, bank, and tax classes still cannot be created on this grid.
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Files on this tenant
Migrate
Land the close you already run. Confirm categories before numbers become official. Name the cadence below so the next cycle has an owner.
Ask
Open full threadAsk about this period. Answers stay working until you confirm them on the page.