To mark a version in-use
IBM® Marketing Operations considers the active or finalized budget version of a plan, program, or project "in-use" and rolls this version down to linked child objects and up to linked parent objects. When working with budget versions, please note the following.
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Only one version can be active or finalized at a time.
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The default budget version is active and in-use for new plans, programs, and projects.
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After you finalize a version, you can no longer activate versions.
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After you finalize a version, you can finalize a different version, but you cannot remove the finalized status from all versions. After you finalize one version, one version from that fiscal year must always have the finalized state.
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If upgrading to IBM® Marketing Operations 8.5.0, the previously existing budget is automatically finalized.
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Navigate to the version you want to activate or finalize by clicking its name in the versions (Protractor, ruler, and pencil image) drop-down list. The name of the currently selected version appears in red on the drop-down list.
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Click Make Current Version Active or Finalize Current Version from the versions drop-down list.
The version is marked active or finalized and is in-use. On the drop-down list, the in-use version is marked with "^" before the name.
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To create, edit, delete, update, and mark in-use, you must have the security permissions "edit budget tab."
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