What happens to notes when a version is cloned?

When a version is cloned in Workday Adaptive Planning, the notes associated with the original version replicate in the new version. This functionality allows users to maintain context and important information relevant to the cloned version, ensuring continuity in documentation and insights related to planning or forecasting processes. By including notes in the cloning process, users can easily reference past notes, comments, or considerations that informed decisions in the previous version, facilitating a coherent planning narrative. This helps teams to stay aligned and make informed updates based on historical data.

Retention of notes enhances collaboration by allowing all team members accessing the cloned version to benefit from the inputs and observations made during the original planning phase. It promotes a more integrated approach to planning, as users don’t lose crucial details that may impact their decisions in the new version.