Create a backup copy of your Castaway file

You might want to save different iterations of your working file at different points in time or have a back-up copy of the file saved. In creating a back-up file, you are essentially saving a copy of your open and active file. 

This article will take you through the following:

1. Why you should consider saving a back-up
2. The steps to create a back-up file

Why you should consider saving a back-up

Some of the reasons why you might consider creating a back-up copy of your Castaway file are as follow:

• To save a version of the file before Actuals is enabled
  • This will allow you to make any adjustments to your file that the post-Enable Actuals restrictions will not allow. E.g. deleting existing elements
• To save a version of the file before you Update your Revised/Original Budget
• To save multiple versions of your file as you reforecast your numbers or model different scenario

 

The steps to create a back-up file

The steps are as follow:

1. In the Castaway file that you wish to save a backup of, go to File > Save As
2. A pop-up window will appear prompting you to name and save this back-up file
3. Rename the file to something that you can understand and refer to e.g. Pre-Actuals file, Reforecasted file, Best Case Scenario etc.
4. Click Save to continue
5. In Castaway, you are now working in the back-up file you’ve just saved. You can determine which file this is by reading the name in the header

Whatever your reason, it's always a good practice to create these safety files at various stages of your forecasting process.