Configure the Fiscal Year Setup Settings

Define the start month and start date of the fiscal year. These settings will determine the timescale layout for budget planning and cash flow views.

Note: After cost data is added to a project, this setting cannot be changed.

To configure fiscal year settings:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Application Settings.
  3. On the Application Settings page, in the Fiscal Year Setup section:
    1. In the Fiscal Start Month list, select a month.

      This setting will drive the budget planning and cash flow timescales. For example, if the fiscal start month is April, Quarter 1 will show Apr, May and Jun as 1st Quarter months when the year bucket is expanded.

    2. In the Fiscal Start Date list, select a date of the selected month.

      This setting, along with the Fiscal Start Month, will drive the timescale layout for the budget planning and cash flow views.

    3. Select Display dates in timescale to display the fiscal start and end date in the monthly buckets of the timescale.

      For example, if the fiscal start date is the 20th, the monthly bucket would display Apr 20 - May 19.

  4. Select Save.

Last Published Monday, June 24, 2024