Creating Periods

  To create a Period:

  1. In your application, select Manage, and then System Settings. In System Settings, select Period.

  2. Click Actions, and then New.

  3. Enter:

    • Start Year


      The Start Year of one period cannot overlap the End Date of a previous period.

    • Number of Years, the maximum is 20

    • Name

    • Description

    • Frequency

      You can specify which frequencies are used in each period by selecting the frequencies from the list of defined frequencies. See Creating Frequencies

  4. Click Save, Save and Close, or Cancel.