# Creating Versions

### Create a Version in Table

You can create a planning/ forecasting version at Presight  and choose view your versions at the <mark style="color:blue;">**Forecast**</mark> session.

{% hint style="warning" %}
Make sure you turn on the <mark style="color:blue;">**Forecast Mode**</mark> in your Table or Chart ![](https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FoZz9jGj68fqI8yMhwFDz%2Fimage.png?alt=media\&token=6be1731e-1dc5-4dcd-be35-d68ea169c128)
{% endhint %}

You can create your new version in a Table, at the forecast section, then choose <mark style="color:blue;">**New Version**</mark>

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F0mJqbgpHFRe18jXfQctX%2Fimage.png?alt=media&#x26;token=e260c9c3-d5c0-475c-ae08-d7b1160a0176" alt=""><figcaption><p>Click on the Forecast</p></figcaption></figure>

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Fd86PMiOyhCkcbSEWVQIl%2Fimage.png?alt=media&#x26;token=16f82e0f-d45e-4a54-9237-68c00b8fad85" alt=""><figcaption><p>Choose New Version</p></figcaption></figure>

You can name your version, choose the color and describe your version, then click on <mark style="color:blue;">**Create Version**</mark>

{% hint style="info" %}
Coloring your versions can help to find your versions more easily, especially when you compare many versions together.
{% endhint %}

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FZjqQH5kPAA7pMOYoh3ys%2Fimage.png?alt=media&#x26;token=9d59594c-667b-49a4-a656-cd567a4ea1e7" alt=""><figcaption></figcaption></figure>

Then, you can input values in you version, in the metric and sub-metrics.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2F7GNVQuMRVSeI6bDyS5Ns%2Fimage.png?alt=media&#x26;token=a2c70840-0a7e-40e1-8e05-0faa35251431" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can input numbers in all time granularity <mark style="color:blue;">**Daily, Monthly, Quarterly**</mark> and <mark style="color:blue;">**Yearly**</mark>, and at <mark style="color:blue;">**all dimension levels**</mark>. However, the numbers in each level will not be auto-reconciled.&#x20;

The auto-reconciliation will be in the near future release.&#x20;
{% endhint %}

Once you have done inputting, the version is automatically saved and ready to view.

### Create and view a Version in Chart

You can view the newly created version in Chart by choosing it from the list.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FRbXrYLRR7NqIDkVqKTua%2Fimage.png?alt=media&#x26;token=c2cbc820-53af-4925-95e2-ae7760719cbe" alt=""><figcaption><p>Choose to view a version</p></figcaption></figure>

You can also edit or add the planning/forecasting numbers from the Chart by **`dragging and dropping`** the columns. The updated numbers will be adjusted accordingly in the table.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FVSsatAn0afuWKx3QfwF7%2Fimage.png?alt=media&#x26;token=efa3f504-ec70-45bc-a05d-4c3068fed237" alt=""><figcaption><p>Drag and drop to edit versions</p></figcaption></figure>

After keying in planning/forecasting numbers, the version will be automatically saved and ready to be viewed for everyone in the workspace.

### Compare actual vs a Version on Table

You can compare your new version with actual. By clicking on the data point you want to compare, you can find **`Compare Version`**:&#x20;

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FEDOlTVRfJVUir8MSbPp9%2Fimage.png?alt=media&#x26;token=15a83813-7d52-46b5-a5f8-e6be10bf7897" alt=""><figcaption></figcaption></figure>

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Fm8ScZmBpHc2tDtnyAcwP%2Fimage.png?alt=media&#x26;token=0b726ab9-5472-4e91-882e-b7905eed3a4c" alt=""><figcaption><p>Compare mode with a version</p></figcaption></figure>

### Compare actual vs a Version on Chart

You can compare actual and a planning version in Chart to review performance by turning on the **`Compare icon`** ![](https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2Fl2CtNOsspMhdIoiQse98%2Fimage.png?alt=media\&token=69fc6631-fe10-426f-888d-296538329020) at the bottom of the Chart.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FhKBHiAtb4G19bpgaML0Y%2Fcompare%20ver.gif?alt=media&#x26;token=db8327f2-2cfe-423d-be6e-3d5b17b01e51" alt=""><figcaption><p>Compare Actual to AOP 2023</p></figcaption></figure>

### Set your new Planning Version as new goals

You can set your Planning Version to be new goals in the Homepage.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FEz2zcUirdhlPnHykNBEb%2Fimage.png?alt=media&#x26;token=26ab3a4c-24a0-491f-be04-19cbf3cc9fa4" alt=""><figcaption></figcaption></figure>

### Set your new Planning Version as `Default`

You can set your Planning Version to the <mark style="color:blue;">**Default Future Version**</mark> in your workspace. The chosen Version will be defaulted for everyone in the workspace.

<figure><img src="https://133649292-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIYMCWeQmo9kVg5C6SOyv%2Fuploads%2FN7CNpE9ZFqUasFUss0yq%2FSet%20default.gif?alt=media&#x26;token=f7245788-b665-4400-9c5e-faedcc437cf7" alt=""><figcaption></figcaption></figure>
