Open Version

The Open Version feature enables the administrator to control the Forecast Cycle activities that take place while the version is open.

  1. Select Version Control, select a version and click Actions.
    The Actions list is displayed.
  2. Select Open Version to change a database status from Closed to Open.
  3. In Open Server Version, specify this information:
    Activity Comment
    Backup Version Copies the version as a snapshot of its state before the forecast or budget cycle. As a rule, this option is not used for large versions. However, you can use it to compare the copy with the current version after the cycle is complete or at a later date
    Remove Old Packages   Select this option if forecasters use forecast packages online or offline
    Remove Historical Data   You must select this option. If you select this option, the confirmed scenario parts and the sales activities with unresolved actions are removed. If the administrator does not accept it, the status reverts to the original status. The suggested actions, such as move, scale, edit, or delete, are deleted
    Compact Database Shrinks the database to clear the transaction log
    Note: You can do this action if there are no users connected to the database.
    Create new Forecast Cycle Name You must select this option. If you select this option, the database is registered as open for forecasting. Then, the Central forecasters can access the database.
    Generate Packages Select this option if forecasters use the forecast packages online or offline
  4. Click OK to create the packages for online and offline users.
    Note: If Scenario Parts or Sales Activities are defined for the version, the system displays a warning message that the Scenario Parts or Sales Activities are deleted.
    Note:  Only administrators can perform this task.