Overview
Use this page to add and configure customized financial period calendars. Assign financial period calendars to projects to provide more accurate reporting of actual units and costs. You can use the Store Period Performance dialog box on the Activities page to store period performance in a specified financial period.
Screen Elements
Add
Blank Financial Period Calendar: Creates a new calendar with no financial periods defined.
Copy from existing Financial Period Calendar: Opens the Select Financial Period Calendar dialog box.
Full Screen
Expands the current work area so it fills the entire display.
Prints the Grid View.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Financial Period Calendars section:
Row Actions menu
Delete: Removes the selected item or association permanently.
Duplicate: Creates a new item as a copy of the selected item.
Set as Default Financial Period: Sets the selected calendar to be the default for new projects and projects imported without a financial period calendar.
Financial Period Calendar Name field
The name chosen for the financial period calendar.
Usage Count field
The number of projects assigned the corresponding Financial Period Calendar.
Financial Period tab
See Financial Period tab of the Financial Period Calendars Page
Used By tab
See Used By Tab of the Financial Period Calendars Page
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Tips
- A financial period calendar cannot be deleted if it is assigned to a project which has stored data for activities or resource assignments.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Global and click Financial Periods.