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Adding Versions of Financial-Planning Models

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.


Versions of financial-planning models are the basis for which all analysis is done in investment and capacity planning. One recommendation is to create a version that is locked from editing but is not locked from loading. That version can be used when creating a portfolio used in investment and capacity planning. Scenarios can be created based on the version, and data in each scenario can be used to compare against the version.

To add a new version:

  1. On the appropriate row, click the action menu button and then click Configure Versions.

  2. Click Add Version.

  3. On the Edit/Add Version screen that appears, enter information as described in the table that follows this procedure. Note: Before entering that information, you should be familiar with the business rules that apply to loading models and versions.

Edit/Add Version Screen Elements

Business Rules that Apply to Loading Models and Versions