Plan versions

New plan or forecast

Copies numbers from the baseline. Landed actuals can start a named plan when none exists. Forward months copy the last close as a naïve momentum case. That is not Plan of Record unless an approver checks the box.

Name

Kind

Plan Forecast

Baseline

Landed actuals Current plan of record

Include reviewed allocation keys

Keys are a showback map on this version. They do not rewrite department opex or company totals. Create is not activate.

Make this the plan of record

Create version

Versions