Creating a New Forecast Version

You can create a new forecast version by using Version Builder.

To create a new forecast version:

1. From the Home page, click the Versions card.

2. In the Point of View (POV), select a Version, Subsidiary, Currency, and Years member.

3. Click the Go icon to apply the changes.

4. Right-click in the Version Builder data grid and select Create Forecast Version.

   The Create Forecast Version window appears.

5. On the Version Options page, check Create a new Version.

6. Click Next.

7. On the New Version page, in the Create new Version field, enter a name for your new forecast version.

8. Click Next.

9. On the Copy Data From page, enter the following information:

   • Select Scenario – Select the scenario to pull data from.

   • Select Version – Select a version that you want to pull data from.

   • Start Year – Select a start year as a beginning point for the data that will be pulled.

   • Start Period – Select the first period that you want data to be copied from.

   • Number of Periods – Enter the number of periods that will be copied.

10. Click Next.

11. On the Copy Data To page, enter the following information:

    • Start Year – Enter the starting year to which data will be copied.

    • Start Period – Enter the starting period to which data will be copied.

12. Click Next.

13. On the Financial Top Level Adjustments page, enter the adjustments that you want to make to the new version:

    1. In each Adjustment % field, enter a positive or negative number (such as 10.25 for a 10.25% increase or -5 for a 5% decrease).

    2. In each Accounts field, select one or more accounts to have the adjustment applied to.

14. Click Next.

15. On the Version Processing Options page:

    1. If you want the version that you are creating to be the Version set in the POV, then check Make this your Set Version. Otherwise, leave the box unchecked.

    2. (Optional) Select one or more subsidiaries that you want the data copied to and top-level adjustments to apply in the new version. If you do not select any subsidiaries, then the new version includes all subsidiaries.

16. Click Launch.

Note:

After you finish creating a new forecast version, you should execute a database refresh. For more information, see Refreshing Application Databases in the Oracle Help Center.

Related Topics

"What-if" Planning With Version Builder

Modifying an Existing Forecast Version

Assigning a New Alias to an Existing Forecast Version

General Notices