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Restore a version

Replace the live model with a saved version, see what a restore changes and keeps, and undo a restore.

A restore replaces the live model with a saved version. Use it to undo a change that went wrong, or to return to an approved plan. Eigenn saves the current state first, so you can undo the restore.

A preview reads a version. A restore changes the model for all users.

Before you start

  • You must be a workspace Owner. A teammate in a shared view can preview versions but cannot restore them.
  • Preview the version first. See Compare versions.
  • Tell the teammates who work in the model now.

1. Restore the version

  1. Go to Scenario planning → open a model → select Versions.
  2. Find the version. Use Search versions or Named only when the list is long.
  3. Select Restore on the version row. The button changes to Confirm restore.
  4. Select Confirm restore.

Hold the pointer on Confirm restore to see the hint "The current state is snapshotted first, so this can be undone." If you select a different item first, the button returns to Restore.

You can restore every kind of version: named, auto saved, and before restore.

What a restore changes

  • The model gets the variables, formulas, inputs, scenarios, and settings of the version.
  • The restored version stays in the list. Eigenn adds a "before restore" copy above it.
  • When the version includes linked models, Eigenn restores them together. If one linked model cannot be restored, Eigenn applies no changes.
  • After the restore, Eigenn gets the current actuals and the linked source values again. The live numbers can differ from the numbers in the preview.

What a restore keeps

  • The comments on the model.
  • The saved views of the model and their share grants.
  • The full version history.

A restore does not give back share access that you removed before.

Undo a restore

Before each restore, Eigenn saves the current state as a "before restore" copy. Its name is Before restoring "<version name>". Eigenn keeps this copy for 90 days.

To undo the restore:

  1. Select Versions.
  2. Find the Before restoring copy.
  3. Select Restore, then Confirm restore.

If the restore fails

Message or stateWhat to do
The model does not change after Confirm restoreAnother user changed the model at the same time. Reload the model, then try again.
"The version operation could not be completed. Refresh and try again."The restore did not complete. Refresh the page, then try again.
"A linked model in this version is no longer available."Eigenn cannot find a linked model of the version. The model did not change.
No Restore buttonYou do not have full access to the model. Ask a workspace Owner.

Related

  • Versions
  • Save a version
  • Compare versions
  • Comments
  • Refresh and check actuals

Refresh and check actuals

Refresh a data source, read its status, and compare one known period with the source records.

Roll the model forward

After a month closes, use Roll last actual date to save the old forecast, refresh the sources, and move the Last actual date.

On this page

Before you start1. Restore the versionWhat a restore changesWhat a restore keepsUndo a restoreIf the restore failsRelated

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