You can create a financial period calendar to allow users to store data by financial period. If your projects are reported according to differing financial periods, you can create several financial periods calendars and assign the appropriate financial period calendar on a project-by-project basis.
- Choose Admin, Financial Period Calendars.
- Click Add.
- In the Financial Period Calendar Name field, type the name for the new calendar.
- If you want this calendar to be the default financial period calendar to be assigned to new projects and projects imported without a financial period calendar, mar the Default option.
- Click Close.
Tips
- After you have created a financial period calendar, you must create financial periods for the calendar before your users can use the financial period calendar to store data for their projects.
Notes
- You must have the Add/Edit/Delete Financial Period Calendars global privilege to add or edit data in the Financial Period Calendars dialog box.