Synchronizing Planning Data Levels
Last updated on 2025-07-08
Overview
If a data level has the state The planning data level is not synchronized with the actual data level, then it can be synchronized with the actual data level at any time. All planning data levels are synchronized with the actual data level with the aid of the respective link. The balances of the general ledger in the last actual period before the start of the planning period are used as initial values for the planning data levels.
This article contains the following sections:
Synchronizing the Current Planning Data Level with the Actual Data Level
To synchronize the current planning data level with the actual data level:
- If necessary, click the name of the data level in the tree view.
- Click Edit at the top right to open the editing mode.
- On the State tab click Synchronize planning data level with actual data level.
The planning data level is synchronized with the actual data level without confirmation message.
Synchronizing All Planning Data Levels Simultaneously with the Actual Data Level
To synchronize all planning data levels with the actual data level at the same time, click Synchronize all planning data levels in the workspace taskbar.
All planning data levels are synchronized with the actual data level without confirmation message.