Changing Time Structures

You can use Entity Change Manager to change the level of time detail in target entities, add or remove years, and set the Base Period and Last Historical Period.

  To change time structures in ECM documents:

  1. Open an ECM document.

    See Accessing Entity Change Management (ECM) Documents.

  2. Select Time.

  3. Select Edit, then Add Time Change, then Change Time Structure.

  4. In Start Year, select a beginning year.

    The default value is the first year in the file. This year must be equal to or less than the end year.

  5. In End Year, select a final year.

    The default value is the last year in the file. This year must be equal to or greater than the start year.

  6. In Required Years, select the years to include.

    The range of years is created dynamically when you select the start and end years. Select one or more years, select a level of time detail in target for the group, or a different one for each year.

  7. Select Level of Time Detail in Target options:

    • Keep Target's Time Detail

      Default. If the target includes this year, do not alter its time detail. Otherwise, add the year with no other detail.

    • Get Time Detail from Base Entity

      Copy time detail from the base entity to the target entities. The system applies the level of detail (halves, quarters, months, and weeks), sub-periods, and other aggregate time periods such as trailing periods and periods-to-date.

      Note:

      This option is not available for Deal Periods.

    • Choose Time Detail below

      Select this option, set the level of detail from the options, which depend on the level of detail in the base entity:

      • Years

      • Halves

      • Quarters

      • Months

      • Weeks

  8. Optional: Select Set Base Period to set the base period in the target entities equal to the base entity.

  9. Optional: Select Set Last Historical Period to set the last historical period in the target entities equal to the base entity.

  10. Optional: Select Add Required Years to Targets if not present if the targets do not contain all of the Required Years, and add the selected level of time detail for each year.

  11. Optional: Select Delete Years Earlier than Start Year to delete years in the target entities that are earlier than the Start Year.

  12. Optional: Select Delete Years Later than End Year to delete years in the target entities later than the End Year.

  13. Click OK.