Select Financial Period Calendar Dialog Box or Assign Financial Period Calendar Dialog Box

Overview

Use this dialog box to assign a financial period calendar to a project or to select an existing financial period calendar to copy when creating a new financial period calendar.

Screen Elements

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Financial Period Calendars list

The list of all available Financial Period Calendars.

Financial Period Calendar Name field

The name chosen for the financial period calendar.

Usage Count field

The number of projects assigned the corresponding Financial Period Calendar.

Show / Hide button

Shows or hides an expandable pane. This button is available in the Assign Financial Period Calendar dialog box.

Financial Period Calendars tab:

To see this tab, select a calendar and click Show.

Show Financial Periods for settings

Start: The earliest financial period to view in the list.

Finish: The latest financial period to view in the list.

Name field

The name chosen for the financial period.

Start Date field

The date the financial period begins.

Finish Date field

The date the financial period ends.

Used By tab:

To see this tab, select a calendar and click Show.

ID field

The ID of the project, activity, or resource assigned to the calendar.

Name field

The name of the project assigned to the calendar.

Stored Data Periods list

Lists the periods with data stored for the project.

Getting Here

From the EPS page:

Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page:
1. Select a project and click the General detail window.
2. In the Financial Period Calendar field, click Select.

From the Financial Periods page:

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:
1. Click Add and select Copy from existing financial period calendar.

Related Topics