Hi team,
I'm looking at whether I can lock down a previous Version/s within Anaplan but continue to run multiple live versions, this would normally be where we have 1 standard live version but there may be a request for a scenario analysis off this live version. The process for a FP&A model would be:
- Create a Plan version before the beginning of the financial year which is allocated the 'Current Version' item and all formulas in Modules are set to 'Current Version' where appropriate
- Once the financial year has begun a rolling forecast version is created and the Current Version is switched to this version and the Plan version 'Edit From' & 'Edit To' are both set to 'None'. This effectively locks down the plan version & retains all the original values
- Management may request a scenario analysis at this point that branches off the current rolling forecast.
My understanding is that if you wish to lock down previous versions using the Formula Scope 'Current Version' method then effectively you can only ever have 1 live version at any moment (the Current Version) but I would require 2 live versions and also a locked down plan version.
Does anyone know of a workaround for this?
Many thanks
Mark