Creating a Financial Period Batch

You can create annual or quarterly periods one at a time; however, to speed the time required to add monthly or weekly periods, consider using the Generate Financial Period Batch feature.

To create a financial period batch:

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Global and click Financial Periods.
On the Financial Periods page, select a calendar.
On the Financial Periods tab, click the Actions menu and select Generate Financial Periods.
In the Generate Financial Periods dialog box:
1. In the Batch Start Date field, click Select Date and select a date from the calendar or type a start date.
2. In the Batch Finish Date field, click Select Date and select a date from the calendar or type a finish date.
3. Select a Period Cycle.
4. In the Every field, use the up and down arrows to specify a number.
5. Click Add.
6. Click Close.
On the Financial Periods page:
1. Click Save.

Tips

Although the application will alert you in each case, be aware of the following constraints when creating or configuring financial periods:
- You cannot introduce gaps in a series of financial periods. Any new periods you create must start or end flush with any existing entries. For example, if October 7-13 and October 14-20 are existing financial periods, you can create a new one that either ends on October 6 or starts on October 21.
- You cannot overlap financial periods. In order to serve their purpose, financial periods must represent unique slices of time.
- You can create financial periods with a duration of fewer than seven days; however, if a financial period calendar contains financial periods with a duration of less than one week, that calendar is not available in timescales in P6. You can use P6 Professional if you need to view data by financial periods spanning increments of fewer than seven days.

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