Create version

Use this view to create a version (copy) at any time. For example, before starting the budgeting process or when the budget has been finalised. This enables you to reflect on data at a specific moment in time. Each report displays the versions you are authorised to access. The "Staff adjustment analysis" view makes it easy to compare differences between employees and employment contracts in the different versions. A maximum of 13 versions can be created.

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It is advisable to create a new version after importing the initial staff value. In the Staff adjustment analysis, you can also compare the base and the imported initial value.

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Thie view consists of two tabs, both of which are described below.

Version

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1. Click on Add version.
2. The view below displays:
   
3. Give the version a name.
4. You can give the version a description, for example, the date the version was created, so you always know which moment in time it reflects.
5. Click on the pencil to authorise users for the version.
6. Click on Add.
7. Save the view.
8. The version is now being created. This can take up to 30 minutes.
9. Click on the bin to delete a version.
10. A message displays asking if you are sure you want to delete the version. Clicking on Delete deletes the version forever.
    

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Authorisation

Authorisation for the various users and versions are managed in this tab. A version is only displayed in this view if it is active (editable in the tab 'Version'). Ticking the box next to a user or a specific version authorises the user to view the version. The "Filter (de)activated" influences the displayed users.