Copying Actual Data from Closed Periods
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Copying Actual Data from Closed Periods

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Article summary

Overview

You can copy Actual data when seeding from a Forecast to Budget scenario and the Forecast scenario contains closed periods, which you want populated with Actual data in the resulting Budget scenario. Or, when seeding from a Forecast to Forecast scenario if the source Forecast scenario contains numerous closed periods.

If you copy Actual data from closed periods and you have an account that is setup to budget from multiple templates, Actual data will be displayed in each template based on account mapping.

You can copy Actual data from closed periods for the following templates:

Template TypeDescription
Global Template Single CopyFunctionality available for non-time set templates
Global Template Entity CopyFunctionality available for non-time set templates
Line ItemFunctionality available for non-time set templates
AllocationFunctionality available for non-time set templates

Block

Functionality available for non-time set templates
CapitalClosed to open period data population is not applicable
Workforce PlanningClosed to open period data population is not applicable
Template Based HRIn compensation sheet, closed periods data will be populated
Revenue Planning TemplatesFunctionality is not available for Revenue Planning

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