Typically, budgets are created based on prior period actuals data, then those values (indicated by black font) are edited for the current budget period (indicated by blue font). You can revert a cell, row or a selection of cells and rows to the baseline values.
You might want to revert to baseline to:
Check that the values in the baseline are flowing through to the budget.
Undo all of the changes you and other budget users have made, to start from a clean slate.
If you based your budget on a forecast stream and have since updated that stream, bring everything back to that base state.
Baseline values | Edited values |
|---|---|
Values display in black font. | Values display in blue font. |
There is no cell history. | There is a history of changes made to the cell. |
Values update automatically when the underlying value changes in the database. | Values do not update automatically when the underlying value changes in the database. |
Select the cell or row, or select a range of cells or rows, then right-click and select Revert to baseline.
