Analytics Catalog/Oracle EPM/Planning/Version
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Oracle EPM Cloud · Planning · Dictionary

Version, the drafts of a lane

Working is where numbers move, Final is what was approved, and everything between is a what-if copy you delete once it has answered its question. Approvals ride the scenario-version pair, which makes version discipline approval discipline.

Note: In Planning, Oracle's budgeting and forecasting module, a Version is a draft within a lane: working numbers, what-if copies, the final. Approvals ride a scenario and version pair. This page is version discipline.

The whole module is mapped on the Planning index.

RuleOne Working per lane, what-ifs deleted when decided, Final copied exactly once at sign-off.
Neverlet what-if versions accumulate. Each one multiplies cells, slows rules, and blurs which number was ever real.
The three kinds of version, working, what-if, final, and the copy moment.
VersionDiscipline
WorkingWhere numbers change. Approvals ride scenario plus version, per the actions doc, so each approval unit, an entity in a scenario and version, promotes through Budget-Working in the sample world.
What-if copiesCheap to make, expensive to keep. Every kept copy doubles the cells rules touch; the aggregation page counts that cost.
FinalCopied once from Working at sign-off, then read-only in practice. The copy moment is the audit boundary: what was approved is what Final holds.

The discipline that pays: one Working per lane, what-ifs deleted when decided, Final copied exactly once. In the sample world the June forecast's 851.4M lives in Forecast-Working; the 842.0M the variance is measured against lives in Budget-Final, and the accuracy report is version-against-version arithmetic the app never holds still.

THE USE CASE, SIMPLIFIED

The problem: Which number was actually approved becomes a debate three months later.

What we build: Final is snapshotted into your warehouse at sign-off, with the approval record stored beside it.

What you get: The approved number is provable at any later date, with who approved it and when.

Nobody sure which version was approved?
We snapshot Final at sign-off into your warehouse with the approval record beside it, and the approved number is provable forever.
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Terms on this page
Working
Where numbers change. What approvals promote.
what-if
A copy for a question. Delete it once answered.
Final
The approved copy. Made once, then read-only in practice.
the pair
Scenario plus version. What an approval unit rides.