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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday Company

How To Copy Actuals To A New Version

Question

Is there a way to make a copy of the Actuals version to a plan version? I want to analyze Actuals results with constant FX, so I need to make a copy.

Answer

Currently, there is no feature within Adaptive Insights that allows you to automatically copy your Actuals version to another version. You will have to export data from your Actuals version, and then import it to a planning version. We have an enhancement request for this functionality.

 
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