There are a number of versions used by Apliqo FPM

• ACT - Actual is a specific version used to store the Trial Balance and other statistical data used for reporting and planning. The actual version’s data is generally sourced from external systems that have been loaded into Apliqo FPM. The actual version should reconcile to the source version so that it is the source of truth for what has happened in the organisation. The actual version’s data is read only and cannot be modified by the Apliqo FPM clients.

• FBUD - Final Budget holds the organisations financial targets. Used for comparisons in reporting and analytics. Additional budget versions can be added to Apliqo FPM if required.

• Working Versions are working plans that are being developed by Apliqo FPM planners. These working plan versions allow data entry that are dynamically calculated. Additional working versions can be added to Apliqo FPM for scenario analysis.

• Archived Versions are snapshot versions of the working plan that are taken at the end of the planning cycle by the FPM Module Administrator. They are used for reporting and analysis. Additional archive versions can be added to Apliqo FPM. The Last Forecast version is the last working plan that the FPM Module Administrator has archived.

• Variance Analysis is comparison of two version. The version comparison is express as both a variance (A - B) and as a percentage change ((A - B) / B).

Adding a new archive version

The following walkthrough will add a new budget version the Apliqo FPM to store the Corporate Budget.

Add a Version Variance

The following walkthrough will create a comparison between the new version added above and the Last forecast.

Deleting a version variance

The following walkthrough will delete the version variance created above. Deleting the version variance will also delete the version percentage change.

Deleting an archive version

The following walkthrough will delete the version added above.

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