5. Versions

Question 1

A user must have access to at least one version to sign in to Workday Adaptive Planning. True or false?

Answer 1

True

Question 2

The left scroll limit controls how far back in time you can view data on sheets for a ___ version.

Answer 2

Plan

Question 3

User access to the Actuals version can be controlled by which option(s) below?

1. Hidden
2. Locked
3. Locked except notes
4. Import and notes only
5. Full Access
6. Locked Version
7. Calculate formula values

Answer 3

1. Hidden
2. Locked
3. Locked except notes
4. Import and notes only
5. Full Access
   (6 and 7 are applicable, in addition to 1-5, to plan versions).

Question 4

When should the “Privileged actuals access” setting be used when controlling access to the Actuals version? Use it for…

1. Actuals subversions
2. Journal entries
3. Plan versions
4. Virtual versions

Answer 4

1. Actuals subversions
2. Journal entries
3. Virtual versions
   (For plan versions, this is replaced by an option called “Editable sheet access”).

Question 5

When setting up different options for your actual version, the “starting scroll location” is the ___ ___ that displays in sheets and reports (2 words).

Answer 5

First period.

Question 6

When setting up different options for your actual version, the “completed values through” is the ___ period loaded with ___ data.

Answer 6

Last, actuals

Question 7

When setting up different options for your plan versions, the “lock leading month through” locks data to prevent user edits. This can be a specific month or the ___ month.

Answer 7

Completion

Question 8

The Starting scroll location and Start of plan fields reflect the lowest stratum that exists in the calendar, regardless of the default time stratum. True or false?

Answer 8

True

Question 9

Versions cannot be organised in folders. True or false?

Answer 9

False

Question 10

When a version is complete, always select the ___ ___ (2 words) checkbox to minimize changes to data in sheets or through imports.

Answer 10

Locked version

Question 11

When a version is complete, select the “Calculate formula values” checkbox to pre-calculate all formulas in that version. This ___ the sheet load time for the version.

Answer 11

Optimizes

Question 12

What should you do with versions which are no longer used?

1. Archive them in an archive folder if users still need to reference them.
2. Hide them.
3. Delete them.
4. Rename them to make it obvious that they are an archived version e.g. “ARC-Budget-2022”

Answer 12

1. Archive them in an archive folder if users still need to reference them.
2. Hide them.

Question 13

The “audit trail” feature for versions is retroactive. True or false?

Answer 13

False

Question 14

Version length impacts the following…

1. Data import load time.
2. Sheet load time.
3. Number of formulas evaluated.
4. Dashboard load time.

Answer 14

2. Sheet load time.
3. Number of formulas evaluated.