You can now use any version as the Switchover source of another, so a forecast can build on another forecast, a budget can roll into the next, and more.

✨ What's new

Switchover source now works across every version type. A budget can inherit from a forecast, a forecast from another forecast, a budget from another budget, or a forecast from a budget. Whatever planning structure you need, you can point one version at another so it carries the source data up to the switchover date and continues with its own data after it.

⚙️ How it works

Open the version you want to configure and click Edit. In the Switchover section, select another version under the Version field. The list includes both your forecasts and budgets. Save, and your version references the selected source up to the switchover date.

Learn more in the Academy: Build a version on top of another