Define the range of financial periods to display in columns

If your organization stores past period actuals in financial periods, you must define the range of financial periods you want to display when you choose to display financial period columns (for example, in the Activity Table). For example, if your project stores past period actuals in weekly financial periods and financial periods have been defined for the previous year and the next year, you can choose to display a subset of these weekly financial periods as columns to facilitate easier viewing of past period actual data.

To define the range of financial periods:

  1. Choose Edit, User Preferences.
  2. Select the Application tab.
  3. In the Columns section, click to select the dates that represent the beginning and end of the range of financial periods you want to display as columns.
  4. Click Close.

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Last Published Thursday, March 18, 2021