Budget versions
A budget version is a named container for a plan: its forecast window, assumptions, headcount, revenue, and derived GL. You always work in the context of one version.- The live version (unlocked) is where active planning happens.
- A locked version is a frozen snapshot. You compare against it but cannot edit it.
A version’s label year is just a label. Plans are driven by the forecast window
(start and end month), not by the version’s name.
Actuals vs forecast
Novaplan keeps actuals (what happened, immutable) separate from forecast (what the engine projects, regenerated on each run). Reports stitch them together at the boundary month so you see a continuous picture without ever mixing the two universes.The three planning universes
| Universe | What it models | Where you plan it |
|---|---|---|
| Headcount | People, open positions, and fully loaded cost | Planning -> Headcount |
| Revenue | ARR, pipeline, contracts, and recognized revenue | Planning -> Revenue |
| GL | The general ledger that every dashboard reads | Derived automatically |