Marking a budget version "in-use"
The active or finalized budget version of a plan, program, or project is the "in-use" version. Unica Plan rolls this version down to linked child objects and up to linked parent objects.
Before you begin
Note: To create, edit, delete, update, and mark in-use, you must have the security permissions "edit
budget tab."
About this task
When you work with budget versions, note the following restrictions:
- Only one version can be active or finalized at a time.
- The default budget version is active and in-use for new plans, programs, and projects.
- After you finalize a version, you can no longer activate versions.
- After you finalize a version, you can finalize a different version, but you cannot remove the finalized status from all versions. After you finalize one version, one version from that fiscal year must always have the finalized state.
Note: When you upgrade to a new version of Unica Plan, the previous budget is
automatically finalized.
Procedure
- Navigate to the version you want to activate or finalize by clicking its name in the versions () drop-down list. The name of the currently selected version appears in red on the drop-down list.
- Click Make Current Version Active or Finalize
Current Version from the versions drop-down list.
The version is marked active or finalized and is in-use. On the drop-down list, the in-use version is marked with "^" before the name.