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Versions

A version is a saved, read-only copy of a whole model that you can preview, compare, and restore.

A version is a saved copy of a whole model at one point in time. It holds the variables, the formulas, the inputs, every scenario, and the time and currency settings. You cannot edit a version. You can only preview it, compare it, rename it, delete it, or restore it.

Use a version to keep a decision point, such as the budget that the board approved. Later, you can compare the live model with that budget, or return the model to it. A view and a scenario always show the live model. The saved values of a version do not change.

Find the versions of a model

Go to Scenario planning → open a model → select Versions. The History tab opens with the Version history list. The newest version is at the top. Each row shows the name, the kind, and the date and time of the save.

Version history in the History tab with the named version Finance review baseline and its Preview, Restore, rename, and delete actions.

Kinds of version

Kind in the listWho makes itHow long Eigenn keeps it
named versionYou, or Eigenn before a roll forward, a scenario merge, or a scenario promotionUntil you delete it
auto savedEigenn, every hour and after edits48 hours, or longer while a chart or an export uses it
before restoreEigenn, before each restore90 days

You can rename and delete named versions only.

Who can use versions

  • A workspace Owner can create, preview, restore, rename, and delete versions.
  • A teammate in a shared view sees the named versions only, and can only preview them.

Pages in this group

  • Save a version: create a named version and learn when Eigenn saves one for you.
  • Compare versions: preview a version and compare it in a table.
  • Restore a version: what a restore changes, what it keeps, and how to undo it.

Related

  • Scenarios
  • Views
  • Compare scenarios and versions
  • Budget vs. actuals
  • Export a model

Variables

A variable is a named row in a planning model that holds one value for each period.

Views

A view is a saved, filtered focus over one model that you can open again or share with a teammate.

On this page

Find the versions of a modelKinds of versionWho can use versionsPages in this groupRelated

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Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview