This article is intended for: Editors of the Operational Budgeting module.
Use this article for: Comparing budget versions on the Operational Budgeting Dashboard.
Note: You can click on any image below to zoom in.
Take control of your data by customizing which financial versions you compare on your Dashboard. When you update these settings, your net difference metrics, revenue vs. expense charts, and fund balance projections will refresh instantly to show you the most up-to-date insights.
How to Compare Financial Versions
- On your Operational Budgeting Dashboard, select Settings.
- Select Dashboard.
- Choose your Primary and Baseline versions from the dropdowns. Pro Tip: Save specific versions in the Worksheet to make comparisons even faster!
- Select Save Changes.
Your selected versions will now appear clearly on your Dashboard, giving you powerful, high-level comparisons at a glance.
Additional Resources
To dive deeper into how versions work, take a look at this article: Understanding Versions in Operational Budgeting.
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