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Manage budget versions

Plans change. Lock the version you’ve agreed, duplicate it into a draft to work on a revision, and activate the draft when it’s ready — the active version is the baseline your variance report measures against.

Intermediate2 steps~2 min

Before you start

1

Lock and duplicate.

Lock the active version to freeze it, then duplicate it into a draft copy you can revise without touching the baseline.

mujez
Lock and duplicate.
2

Activate the new version.

When the revision is ready, activate it. It becomes the baseline the variance report compares actuals against.

mujez
Activate the new version.