Forecast workspaces retain saved versions and their source evidence. Open the intended version before choosing Export CSV, New version or Copy scenario. A saved version keeps its original amounts even when the current books later change.
If a change or export is awaiting confirmation, use the retained retry action shown by the workspace. It keeps the original request details while the result is resolved. Avoid starting another change with edited inputs until the earlier action's outcome is established.
Current financial-detail permissions still apply. Forecast assumptions can include labor costs, so the workspace may require report drilldown and payroll-detail access. Existing records can remain readable under permitted access while new or restored forecasts require configured Institution Books and current accounting write permission.
When exporting, keep the scenario, version and baseline or recorded-history dates with the file. Review the latest saved version if you are unsure which request completed. A successful export preserves a planning record; it does not confirm that projected receipts, payments, revenue or expenses have occurred.
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