Forum Discussion

Francisco's avatar
Francisco
New Contributor II
3 years ago

Question: How can I prevent a user from loading data to a close period via import forms

How do you prevent users from accidentally loading data via QV submission to a non-forecast scenario ie; Actuals. The CV is set up to point at the WF scenario so if a user doesn't change their WF POV...
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NidhiMangtani's avatar
NidhiMangtani
Contributor III
3 years ago

Hi Francisco,

You could set up a different ReadAndWriteDataGroup for Actuals. Once actuals are in the system, change this group to Nobody so that no one can edit Actuals for the current plan cycle. Revert this setting when you want to load actuals next time.

You could also explore locking actuals for closed periods. 

Hope this helps.

Thanks