Which type of rates are saved at the top level only?

Version-Specific Rates are saved at the top level only because they are intended to be unique to a particular version of a plan or forecast. Unlike other rate types, which may have calculations or apply to multiple entities within an organization, version-specific rates reflect the specific economic conditions or assumptions relevant to a single iteration of a planning model. This characteristic allows for targeted adjustments within that version without impacting other versions or rates.

In contrast, other rate types may apply more broadly across different levels or entities within the planning structure. For instance, average rate types often smooth out data over time and thus can be applied at various levels, and end-of-month rate types might relate to financial periods that span multiple levels of a hierarchy. Cumulative Translation Adjustments (CTA) serve to accommodate the effects of currency conversion on financial statements but do not have the exclusive versioning aspect that characterizes version-specific rates.

Understanding these differences is crucial for managing financial data and ensuring accurate and meaningful forecasts within the Workday Adaptive Planning environment.