Each portfolio needs a defined period of time in order to be able to calculate costs for the forecasted budget. Creating a period structure designates the time scale for the period, the format the period should appear in at runtime on the period picker, and whether or not the period is active (available for use at runtime).
Once you have created a period structure, it cannot be deleted. In addition, once a period is in use in a deployed Portfolio Manager, it cannot be modified or inactivated.
To create a period structure
- Go to the Company Workspace tab and switch to Admin mode.
- Click Standards & Libraries > Period Structure in the left Navigator.
- Click New. The Period structure window opens.
- Use the information in the table below to complete the fields in the Period Structure window.
- Click OK.
In this field: | Do this: |
|---|---|
Period Structure | Enter a name for the period structure. |
Description | Enter a description of this period. This is not mandatory, but is recommended. |
Status | Specify whether this period is active (available for use) or inactive. |
Period Type | "Standard Planning Period" & "Financial Periods" For Financial Periods below Period Settings, options will be disabled and new Table with Financial Period will appear. |
Period Settings | Specify the time scale for this period. Period: Select the time period for the analysis. This list shows years, each beginning with a month in the year and ending at the end of the month preceding the beginning month. Identify Period By: Use this option to accommodate time periods that span across two years. For example, if your fiscal planning period is from July 2010 to June 2011, use this option to tell Unifier that the planning year is based on either a starting month of July or an ending month of June. Format: Specify the format the date should appear in:
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The Period Structures support financial periods, while keeping the current period structures intact. The following period types enable the user to create financial periods, in separate tab:
- Standard Planning Period
- Financial Periods
The user can toggle between the period type until saving the Period structure. Once the user creates the financial period, and uses it (Shell options or PPM configuration), then the user will not be able to delete or modify the financial period.
The following explains the options:
Option | Description |
|---|---|
Add | Enables you to create a new default row, in the grid below starting from today date with end date, as weekly. You can modify the data. |
Remove | To remove a row in the grid. |
Generate | Opens a window and enables you to select start and end dates and generate group of data. |
There is no gap between the end date and start date for two consecutive periods, while creating sub periods.
The following explains the columns present in the auto generated periods:
Column | Description |
|---|---|
No. | The sequence number for the sub period being generated. |
Period Name | Every sub period will have a name automatically assigned to it based on the start date. For example, if the sub period start date is 01/08/17, then 01/08/17 will be the period name. |
Start Date | Sub period start date. |
End Date | Sub period end date. |
Year | Financial year for sub period being generated. |
The date format will depend on the selection made in the User Preferences.
The following is an example of Financial Period, where:
No.: The number of Sub Period
Sub Period Name: Monthly
Identify Date by: Period Start
Date: "01/09/17" (It can be any date and not just the start date for the week, month, quarter, etc.)
No. | Sub Period Name | Start Date | End Date | Year |
|---|---|---|---|---|
1 | 1-Sep-17 | 1-Sep-17 | 30-Sep-17 | 2017 |
2 | 1-Oct-17 | 1-Oct-17 | 31-Oct-17 | 2017 |
The Year will be the year for the start date of first financial period until it reaches the same date next year (completes 365 days). Then it will move to next financial year.
Use the Export option to export data in all of the columns.