Are there any plans for undo feature within ITP or at least preview view before a commit?

Scenario:

1. Created new plan

2. Applied Adjust Amount of -100 to all cost center for the "outside services" account

3. Once applied, I realize the adjust amount should only apply to a group of cost centers, not all of them.

4. Any plans to help with this type of undo?

Short term workaround, create a new plan and do adjustment again or upload the original baseline plan Excel file to the current plan I am working in and apply adjustments again.

Thanks, JJ

I would think this would be something you could back out via the Audit Log.  Just go to the Log and undo the log item where you applied the adjustment to all cost centers.  Then you can move forward with applying the adjustment to subset of cost centers that need adjusting.

But I don't have the ITP module, so I don't know if you have an Audit Log like the one in Cost Transparency where you can do this.

There is no audit log exposed in ITP.

Interesting.  That seems rather inconvenient.  But I guess that's the point of this thread.

I would recommend  that you create a version of the plan/forecast and then apply any adjustments to that version.  The point is to not affect your original plan/forecast during you planning scenario phases.  You also retain the integrity of the original plan so that you can measure the variance between the versions and determine the best scenario to "lock" down as the final plan.

I agree that undo would be a very helpful feature, even if it was just for the just-completed action and not for anything prior. 

Hi Sarah -

We have a number of significant enhancements we want to make to Global Adjustments in the future.  Undo is at the top of that list.  Until then, the approach that @Bill Baroniunas described is the best way to go.

Regards,

Pete

ITPF Product Owner

Hello.. Is there an update on this enhancement? Currently working in IT Planning and used the same functionality but still can't figure out how to undo it. An interim solution by William is very helpful, but I think I might not be able to apply it on my plan since it is a working multi year plan where all cost center owners encode their inputs. ( Different areas/ domain). It would be hard for us to maintain a lot of versions with each of domains. 

So, right now I am thinking the best way to go ( atleast for our scenario) whenever we wanted to undo something would be, manually changing the figures in the Expense View  which I think has a downside as to efficiency. 

Let me know your thoughts on this and if you think there's available best practices that we can apply moving forward. 

Thanks, 

Rose