Target and Bottom Up Versions

You can create target and bottom up versions. With bottom up versions, you enter data into bottom level members; parent level members are display-only and don't permit data entry. Parent member values are aggregated from bottom level members.

For target versions, you can enter data for members at any level in the hierarchy. You can use business rules to distribute values from parent members to their descendants. Use target versions to set high-level targets for your plan. Users working with bottom up versions can reference these targets when they enter plan data.

Target versions use top-down budgeting. Manage Approvals Tasks are not allowed, and children of target members must be blank (for example, #MISSING) to enable data input at the top level. Target members must be set to Store (Dynamic Calc overrides data input with sum of children).