Revert to the baseline values
- Denise McGettigan
Typically, budgets are created based on prior period actuals data, then those values are edited for the current budget period. 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 in the workflow, 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. |
To revert one or more cells to their baseline values: Select the cell or range of cells, then either right-click the selection and select Revert to baseline, or click the Cell menu > Revert to baseline.
To revert all the cells in one or more rows to their baseline values: Select the row or range of rows, then either right-click the selection and select Revert to baseline, or click the Row menu > Revert to baseline.
