To mark a version in-use
About this task
HCL® Marketing Operations considers the active or finalized budget version of a plan, program, or project "in-use" and rolls this version down to linked child objects and up to linked parent objects. When working with budget versions, please note the following.
- Only one version can be active or finalized at a time.
- The default budget version is active and in-use for new plans, programs, and projects.
- After you finalize a version, you can no longer activate versions.
- After you finalize a version, you can finalize a different version, but you cannot remove the finalized status from all versions. After you finalize one version, one version from that fiscal year must always have the finalized state.
Note: If upgrading to HCL
Marketing Operations 8.5.0,
the previously existing budget is automatically finalized.
Procedure
- Navigate to the version you want to activate or finalize
by clicking its name in the versions (
) drop-down
list. The name of the currently selected version appears in red on
the drop-down list. - Click Make Current Version Active or Finalize Current Version from the versions drop-down list.
Results
The version is marked active or finalized and is in-use. On the drop-down list, the in-use version is marked with "^" before the name.
Note: To create, edit, delete, update, and mark in-use,
you must have the security permissions "edit budget tab."