New, copy, and reference versions

You can create new budgets, fiscal forecasts, and rolling forecasts in the Configuration set Overview.

Click the Home icon and select Business Configuration > Configuration Set-specific Settings > Configuration Set Definition.

You can create copies and reference versions of budgets, fiscal forecasts, and rolling forecasts.

You can edit a copy of a version but only by clearing options that were selected in the copied version. You cannot select new options. The source of the copy is shown in the Configuration set Overview.

A reference version is also a copy of a budget, fiscal forecast, or rolling forecast, but there are different limitations on what you can edit.

In fiscal and rolling forecasts, you specify the number of periods of actual data to include. When you create a fiscal or rolling forecast reference, the number of periods of actual data increases by one.

In each rolling forecast reference, the end date and the number of periods of actual data increase by one. For example, the original version has an end date of February 2019 and one period of actual data. Then the Reference Version 1 has an end date of March 2019 and two periods of actual data. The Reference Version 2 has an end date of April 2019 and three periods of actual data and so on. It can be more convenient to create one rolling forecast and 11 rolling forecast references than to create multiple rolling forecasts.

In reference versions, you can edit only planning levels, end dates, and the number of periods of actual data that are included. The status and characteristics of a reference are, therefore, those of the referenced version.