Apliqo FPM can have multiple planning versions. In this section we are going to create a new planning version and set the planning parameters to complete a forecast for 2023.

The following topic will be covered in this section.

You can access the Version setup through the page: Administration > Time and Version.

Add a version.

We are adding a new working version called Forecast.

Click for a guided walkthrough.

Set the Planning Parameters

We are going to set the planning parameters to complete 2023 3+9 Forecast. The forecast is made up 3 months of actual account movements and we are forecasting for the remaining 9 months of the year.

Click for a guided walkthrough.

Comparison Version

The standard planning screen allows for the comparison of planning version and other versions. These comparisons use the naming scheme of [Planning Version Principal Name] Comparison [Index].

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