New version saves a revision of an existing budget while retaining its prior history. Use it when assumptions or monthly amounts change and you need the earlier plan to remain available for comparison.
Open the saved plan, inspect its current version and choose New version. Review the scope and period before changing account-month values. Record a Revision reason and assumptions that explains why the plan changed, such as a revised schedule or an updated source estimate.
Do not silently treat a revised plan as the original approved expectation. Select the intended version when comparing posted actuals so the variance answers the correct question. An actual-versus-original-plan review and an actual-versus-latest-plan review can produce different results.
If the save result is unconfirmed, use the retained retry action without changing the locked inputs. The retry keeps the same plan, scope and book revision. Confirm the saved version before starting another edit so the history does not become a series of unexplained duplicate revisions.
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