Copying Versions
You can copy data from one bottom-up or target version of a selected scenario to another bottom-up or target version within the same scenario.
For example, you can create a Best Case version and copy some or all the data in that version to a Worst Case version to quickly create a starting point for the new version.
You can copy between bottom-up and target versions.
-
When you copy to a bottom-up version, only the selected level 0 members are copied.
-
When you copy to a target version, all selected members are copied.
-
To protect data in approved planning units, copying a version does not copy to approved planning units.
Note:
To successfully copy data, when specifying the copy data criteria, you must select at least one member for the Scenario, Account, Entity, Period, and Version dimensions.
To copy a version:
- From the provider ribbon, in the Workflow section, select Copy Version.
- In Scenario, select the scenario to copy.
- In Copy From, select the source version.
- In Copy To, select the destination version.
- Click Go to display the available entities (planning units) for the selected source version.
-
Use the arrow keys to move entities from Available Entities to Selected Entities.
You can copy entities with a process status of not started or first pass.
-
Optional: To copy associated information, select these options:
-
Copy Account Annotations
Only annotations for selected entities are copied. If you are copying to a bottom-up version, only level 0 entities (and their annotations) are copied.
-
Copy Cell Comments and Annotations
-
Copy Supporting Details
-
- Click Copy Data.
Note:
Wait for the message indicating that the copy data operations was successful before loading another Web page.