Versions

The application uses versions to identify the edition of the plan. The application determines the version for saving the plan based on system actions.

Only the Master and Working versions are relevant to the Budget Creation module:

  • The Released to Me and Released by Me versions are not relevant because they are used only for the Phased view of the solicitation process. The solicitation process is part of the Budget Management module.
  • The Sysforecast version is not relevant because this version stores data generated in a top-down forecast. Top-down forecasts are part of the Budget Management module.

This list provides descriptions of the versions that the application uses:

Master

The application creates the Master version when the application:

  • imports the budget
  • generates the bottom-up projection
  • generates the forecast

This version is the baseline plan, upon which Working versions are based.

When a Working version is released, submitted, or locked, that version's changes are updated to the Master version.

Working

The application generates a Working version when the application copies the Master version for a budget manager to edit.

This version includes only the data for the locations that the budget manager is authorized to view and edit. Note that in Budget Creation, the budget manager can view, edit, and save all data, because there is no solicitation process. When a budget manager releases or submits a budget or forecast, the data in the Working version updates the data in the Master version.

No one else can see the data in a Working version until the budget manager releases, submits, or locks the version. Locking this version unlinks the version.

When a Working version is locked, that version's changes are updated to the Master version.

Released to Me

Phased view only. The application creates a Released to Me version for each budget manager who receives a plan to review from the parent location. This version includes data for that budget manager’s location and child locations only.

The Released to Me version for a location remains unchanged until that plan is released to that budget manager again.

The Released to Me version for a root budget manager contains the original numbers that were either imported from the reference budget or forecasted.

Locking this version unlinks the version.

Released by Me

Phased view only. The application creates a Released by Me version for each budget manager. The manager release the plan for review by child locations.

The plan includes data that has been edited for that budget manager’s location and child locations.

Locking the Released by Me version unlinks the version.

Sysforecast

Forecasts only. The application creates the Sysforecast version when the application generates the forecast. The solicitation process does not update this version. This version is updated only when Budget Management updates the forecast.