Defining Years

Note:

Defining Years 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 2014 and 2015, or FY14 or FY15.

  To define years:

  1. Select Manage, and then Years.

  2. Add, rename, or delete years:

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

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

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

      Note:

      You can select multiple years, and then click Delete.