11.3.2 Activity: Import Data into P&L Actual and Budget

ORK
New Contributor
New Contributor

11.3.2 Activity: Import Data into P&L Actual and Budget

thumbnail_image.png

thumbnail_image.png

thumbnail_image.png

When I Import the data into the DATA01 module , the data is getting populated for Forecast version also.

 

No error in importing.

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
ChrisAHeathcote
Community Boss

Re: 11.3.2 Activity: Import Data into P&L Actual and Budget

@ORK 

If you have switchover enabled actuals will replace the timeperiods prior to the switchover date. 

It is a tool to automatically update your other versions with actuals driven by a time period set in version settings. 

Forecast is not actually being updated.

Chris
HeathcoteAndHerran.com

View solution in original post

4 REPLIES 4
SathyaM
Certified Master Anaplanner

Re: 11.3.2 Activity: Import Data into P&L Actual and Budget

Hi @ORK,

 

Edit the Action and click on the "Versions" tab (highlighted below) and map only for the required Versions that you want to update the data. Ignore mapping for "Forecast". Data will not be loaded for the Ignored Version.

 

SathyaM_0-1640176293756.png

 

Thanks

Sathya

ORK
New Contributor
New Contributor

Re: 11.3.2 Activity: Import Data into P&L Actual and Budget

you mean this? ..

 

 

thumbnail_image.png

ChrisAHeathcote
Community Boss

Re: 11.3.2 Activity: Import Data into P&L Actual and Budget

@ORK 

If you have switchover enabled actuals will replace the timeperiods prior to the switchover date. 

It is a tool to automatically update your other versions with actuals driven by a time period set in version settings. 

Forecast is not actually being updated.

Chris
HeathcoteAndHerran.com
ORK
New Contributor
New Contributor

Re: 11.3.2 Activity: Import Data into P&L Actual and Budget

Yes, I didn't notice that  "Switch over" was enabled.

 

I disabled it and it worked fine. Thanks