How do I restore a Budget or Scenario Snapshot?
TIP 💡Snapshots only restore to the Budget Version or Scenario Version they were created from. When you restore, all data in the version will be replaced with the Snapshot data only.
To roll back to an earlier Snapshot version of your Budget or Scenario, navigate to:
Budgets & Cashflow > Budget Tools > Budget Manager / Scenario Manager
Find the version you wish to restore
Click the overflow menu
Select Restore Snapshot
Choose from the list available for that version, click PROCEED
All current data in the Budget/Scenario will be replaced with the Snapshot data only
Confirmation of the Restore will show, click DONE
NOTE 💬Any Business Units; Accounts; Sub Accounts; or Metrics that have been deleted since the Snapshot was taken, will NOT be reinstated and those values will be lost. These will be reported with the narrative Success with Exclusions and details of what has been excluded.
DELETED Budgets or Scenarios
Snapshots are automatically taken if a Budget or Scenario in Calxa is Deleted. They can be restored and will be added back as the original budget name
Choose the Budget or Scenario Manager Screen
Click the overflow at the top, to the right of CREATE BUDGET / SCENARIO
Select the Budget/Scenario to be restored and PROCEED
Once the Restore has run it will confirm, and you can click DONE
See NOTE 💬 above regarding Exclusions
The Budget/Scenario will appear at the very end of your list in the Manager Screen
The Green Bell will show a Notification that the Restore has been successful
