Defining Years

Note:

This feature is available only to administrators.

The Year dimension designates the year to which the close activities apply and is a flat list. You can define, rename, and delete years, and name years with numeric or nonnumeric characters. For example, you can define years such as 2009 and 2010, or FY09 or FY10.

  To define years:

  1. From the menu, select Manage, then Years.

  2. Add, rename, or delete years as needed:

    • To add a year, click New and enter a name.

    • To rename a year, double-click it, or select a year and click Edit, then rename it.

    • To delete a year, select it, and click Delete.

  3. Click OK to save your changes.