How are you all doing budget transfers it doesn't seem to exist as a function

  • 6 November 2023
  • 1 reply

Badge +2

We can’t edit snapshots and scenarios always have a risk of changing if underlying metrics change. How do you all do budget transfers? ie. I need to move a headcount from marketing to finance, how would I do this? And I would want all the related headcount costs to move too in the snapshot.

1 reply

Userlevel 2
Badge +4

When a snapshot is created you cannot add or edit data. It is really a read-only.

What we currently do is using the metric-to-metric import action to store the calculated results into “archive” or fixed state that is not affected by any formulas or updated data.

Those metrics will then be shared to other applications so that you are in control of the timing and data that you want to use for other applications (data hub for example).