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Can Sheet Changes Be Restricted To Specific Budget Versions?

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.


Can I make changes to a sheet, then limit which versions these changes apply to?


Structural changes apply to all versions, while other modifications are Version-specific. Please see the below list for examples of what changes apply to all versions and what changes are version-specific.

Structural Changes (apply to all versions)

  • Adding, deleting, renaming, and moving plans in the plan tree
  • Adding, deleting, renaming, and moving accounts in the account trees
  • Adding and deleting sheets
  • Changing formula logic in Cube calculated accounts, modeled accounts, and Metric accounts
  • Changing which accounts are displayed on Standard sheets
  • Changing which plans have access to a sheet
  • Customization for Subplans on a Standard sheet
  • Cube restrictions

Version-Specific Changes

  • Updating lookup table values and assumptions
  • Formulas on the Formulas tab
  • Data imports
  • Data entry on sheets
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