Versions for Budgets

The application uses the following versions for budgets, depending on the specified view:

Version View
Master Both Real Time and Phased views
Working Both Real Time and Phased views
Released to Me Phased view only
Released by Me Phased view only

For example, suppose that in Phased view, the following events occur during the budget approval process:

  1. User X releases budget numbers to User Y. The application automatically saves these numbers as:
    • a Released by Me version for User X
    • a Working version for User Y
    • a Released to Me version for User Y
  2. User Y reviews, edits, and saves the received budget numbers on the Worksheet. The application automatically saves these numbers as the updated Working version for Y.

For information about the relationship between the Master and Sysforecast versions, see Updating User-Adjusted Columns.

For information about views, see Views.