The versions that are created by the Data team, yourself, and/or created in the Operational Budgeting application will feed into the Digital Budget Book Module (within the Report Solution) and can be displayed in the Financial Schedule Tables.
Pro Tips:
- Display additional version types by selecting the Configure icon either in Settings or on the page next to the Financial Schedule Table. Then choose the version and version type you want to add from the column menu.
- To change the predominant version on a Financial Page select the Update Configuration Here link on that page.
When you create a page in Fund Summaries, Program, Department sections, etc., and choose which Fund(s) you want to utilize in the page, the system will note that the page will be created using the version you select upon creation of the budget book. This means all charts on the page will use the selected version to display budget information in the current year.
If the page settings are set to use Operational Budgeting versions and are left on the Most Recent Saved version, the system will automatically update to the ‘most recent’ version as new versions are created. Note: Manually changing the version on this page means that you will have to continue to make updates to newer versions manually.
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