After you create a plan version for a budget or forecast plan type, it is displayed on either the Maintain Budget Versions page or the Maintain Forecast Versions page as a working version. These pages display all plan versions for a budget or forecast plan type, and are the entry points for viewing and working with budget and forecast versions.
Note: If the Baseline Funding Without Budget feature is enabled for your project, then Oracle Projects automatically creates an approved revenue budget baseline version from the project funding. A corresponding working version is not created. Therefore, when Oracle Projects creates a budget baseline version for an approved revenue budget plan type, only baseline versions are displayed on the Maintain Budget Versions page for the approved revenue budget plan type.
In addition, if Oracle Projects is unable to create a budget baseline version for an approved revenue budget plan type, and instead creates a budget baseline version for an approved revenue budget budget type, the approved revenue budget baseline version is not displayed on the Maintain Budget Versions page. You can view budgets created for budget types only from the Budgets window.
To submit a working plan version, or to create a budget baseline or approved forecast from a working plan version, you must set the version to Current Working. You can set any working plan version to Current Working at any time.
You can rework a working version after it is submitted. However, you cannot rework a working version when a submit or baseline workflow process is in progress.
If the Allow Edit After Initial Baseline option is enabled for an approved budget financial plan type, then you can edit and submit a working version after the creation of an initial budget baseline. However, if this option is not enabled, then you can update an approved budget only by creating a change order that records the financial impact of the change and by implementing the financial impact of the change order in the budget.
Note: When you create a baseline or an approved forecast, Oracle Projects automatically creates a new Current Working version. To modify a budget or forecast after you create a baseline or an approved forecast, you can optionally update the new Current Working version and create a new baseline or approved forecast.
The system automatically marks the initial baseline plan version as the Original Baseline. The system automatically marks the latest baseline version as the Current Baseline version. You can set any baseline to be the original baseline at any time.
The system automatically marks the initial approved forecast version as the Original Approved Forecast. The system automatically marks the latest approved version as the Current Approved Forecast version. You can set any approved forecast to be the original approved forecast at any time.
When you delete a working plan version, the system permanently removes the version.
You can perform the following activities for a working version:
Copy amounts from another plan version
Enter and update plan amounts
Include the financial impact of change documents
Maintain attachments
Set the version to Current Working
Note: When change documents exist that are not implemented, you cannot set another working plan version that uses a different time phase to be the Current Working version for an approved budget plan type.
Delete the version
Note: To enter the financial impact of a change document, a current working plan version must exist for an approved budget plan type. Therefore, you cannot delete the Current Working plan version for an approved budget plan type if financial impact exists for a change document on a project.
Submit the version
Rework the version
Create a budget baseline or an approved forecast (if workflow is not used)
You can perform the following activities for a budget baseline or approved forecast version:
Set the version to Original Baseline or Original Approved
View attachments
Delete the version
Note: You can delete any baseline version except the current budget baseline and original budget baseline, or any approved forecast except the current approved forecast version only if the function security associated with your responsibility is defined to allow deletion of these plan class and plan type combinations.
You can perform the following activities for any working, budget baseline, or approved forecast version:
Create a working copy of the version
View the financial impact of change documents included in the version, if any
View plan version details and amounts
You can perform the following activities in the deleted version region:
View the header information of historical workplans and financial plans that are deleted.