To create budget versions

Create different budget versions for financial forecasting of different scenarios. Then you can choose the most appropriate budget by comparing them.

Navigate to the budget tab of the plan, program, or project.

Click the versions icon (

). Choose the new version option most helpful to you from the drop-down list.

Create a new version creates a blank allocation version and opens it in edit mode.

Copy Current Version copies allocation data from the version currently being viewed and opens it in edit mode. This method is helpful for making subtle changes between versions.

Copy Version From Different FY opens a dialog box on which you can choose to copy any version from any fiscal year and opens the copy in edit mode. This tool is useful if the budget you are working with closely resembles the one for a prior fiscal year; for instance, if the budget decreased significantly from year A to years B and C, but the budget for year D resembles year A, you can copy that budget and use it as a starting point.

Give the new version a unique, descriptive name.

IBM® Marketing Operations's default names are of the form "version #x," where x is one greater than the number of versions currently existing in that fiscal year. Version names must be unique within each financial year, but you can have the same name in different fiscal years.

Enter or edit allocations for the new budget version.

Click Save and Finish to return to the Budget tab. You can now access the new version from the versions drop-down list.