Defining Calendars

When you select the type of calendar and the time periods for the application profile, default frequencies are created for the application profile. For example, if you select standard calendar and include half-years, quarters, and months as the time periods, the system creates these frequencies: yearly, half-yearly, quarterly, and monthly.

You can also select a custom calendar or manual calendar. If you choose to define a custom calendar, you must define the number of periods and the period label prefix.

A flat list is created and you can modify the hierarchy later. If you choose to define a manual calendar, the frequencies and periods are empty. You can then enter the frequencies and periods that you need.

  To set up a calendar:

  1. Select a type of calendar:

    • Standard Calendar

    • Custom Calendar

    • Manually Defined Calendar

  2. Do one of these actions:

    • If you selected Standard Calendar:

      • Select the time periods to include (half-years, quarters, trimesters, or months).

      • If you included months in the calendar, from the Start Month list, select the first month in the calendar.

    • If you selected Custom Calendar:

      • For Number of Base Periods, enter the number of periods in the year.

      • For Period Label Prefix, enter a prefix for the periods to include.

        The label can contain a maximum of 10 characters and can include spaces.

        Tip:

        If you enter 10 for the number of periods and NewPeriod as the label prefix, these periods are added to the hierarchy: NewPeriod1 through NewPeriod10.

    • If you selected Manually Defined Calendar, continue with the next step.

  3. For Start Year, enter the start year for the calendar.

  4. For Number of Years, enter the total number of years to include.

  5. Click Next.