Hi,
I have got a requirement of having my Actuals in Qtrs, Forecast for the year, Budget- Budget formation in Q3, Budget validation in Q4, Budget Figure 1 in Q1 of next year.
Please suggest if I need to do my switch over (If yes on which months) or do I need to create a version list with Actuals, Budget , forecast and load my data. If yes, in which months do I need to copy my actuals into forecast.
Also for creating Simulation scenarios, do you suggest that I need to create actions for copying actuals data into Simulation version or create override line items in each module allowing the user to override.
Regards,
Rajsekhar
Given the very specific requirement of your versions, you'll want to create a version lists to manage them instead of using switchover and native versioning.
Hi @Rajasekhar
I'm not aware of all your business case requirements but here are some answers to points you raised in your post.
It depends really based on how you need to track and analyze the data.
These are some general guidelines on how to utilize Anaplan versions for more flexible and accurate planning. You can do much more.