Overview
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Overview

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Article summary

The term "data seeding" refers to the concept of using the Planful templates and any data you load to the system to feed data in the creation of a new budget or forecast scenario. Data seeding allows you to quickly populate a new budget or forecast scenario (target) with data from another scenario (source).

Data seeding is based on the setup you perform on the Scenario Setup page. You control data seeding based on your business needs and the selections you make.

Planful offers the following capabilities for seeding:

  • Seeding of data from any other scenario (including Actual).

  • Seeding of templates, notes, and template sub-lines from another scenario.

  • Seeding of overlapping periods and mismatched template structures.

A scenario can have many template types. The seed behavior varies based on the template type you are seeding from (source).


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