Financial Period in Shell

Depending on the financial period selected at the Shell level, when the user tries to create a scenario under Portfolio Manager, the user will see the list of projects with the same financial period present in the respective Shell options, only.

If the user has selected a financial period at the Shell level, then the selected option overrides the financial period coming from Portfolio Manager by way of configuration.

The same selected financial period will also be used under Cash Flow curves, for the time scale of the financial period type.

The user is able to change the financial periods when there are no cashflows associated with that financial period.

Accordingly, when the Cash Flow is refreshed, it uses the new period structure.

If the user selects a period from the period picker, in the Shell details window, then the selected period will be used across Cash Flow curves (if time scale type is financial period) and Portfolio Manager.

See Also

Working with Shells

Open a Shell

Auto-Create Projects or Shells

Working with Shell Features

Auditing Shell Changes

Add an Image

Managing Shell Alerts

Working with Mailbox (Shells)

Collaborating with Team Members

Auto-Population and Reverse Auto-Population in Shells



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Last Published Monday, August 31, 2020