1. Administering Planning
  2. Editing Dimensions in the Simplified Dimension Editor
  3. Setting Up Scenarios and Specifying Versions
  4. Specifying Versions
  5. Creating, Editing, and Deleting Versions

Creating, Editing, and Deleting Versions

To create, edit, or delete versions:

  1. From the Home page, click Application, and then click Overview.
  2. Click Dimensions, click the Version dimension, and then click the Edit Member Properties tab.
  3. Choose an action:

    • To create a version, click Add Child icon, and then go to step 4.

    • To delete a version, select the version to delete, then click Delete icon, and then confirm the deletion.

      Note:

      You can't delete versions that are used in approval units that are started or are assigned to axes on forms. You must remove references to versions from forms and assign another version to axes. At least one version must remain in the application.

    • To edit a version, click within the grid cells in the Edit Member Properties grid to change the version name and access rights. Go to step 4.

      Note:

      Each column in the grid represents a member property. The columns that initially display on the grid will differ based on which dimension type you're editing. You can customize the layout of columns in the grid by hiding, unhiding, or resizing columns.

      To display the complete set of properties (all columns) on the grid, click Select Columns icon, select Select All, and then click OK.

      See Working in the Edit Member Properties Grid.

  4. In the Member Name column, enter a name for the version.
  5. In the Type column, select the type of version to display for the application:

    • Standard Target: Values are entered from the parent level down

    • Standard Bottom Up: Values are entered at the lowest member level and aggregated upward

  6. You can also perform these optional steps:

    • In the Description column, enter a description for the scenario.

    • To update the alias, select one of the Alias Table columns (choose default or a language) to associate with the version, and enter an alias name.

    • In the Beg.Bal. as Time Period column, specify whether to include the BegBalance time period in this scenario for currency conversion.

    • In the Enabled for Approvals column, specify whether to include this version in approvals.

      Note:

      This option isn't available for target versions.

  7. Click Save.
  8. Update and validate business rules and reports.