Setting Up the Calendar and Task Flow Type
Set up the calendar and task flow type for the application. You can set the period frequency, start and end years, fiscal period, and enable rolling forecasts. Then you can designate which task flow type to use.
The calendar establishes the application's period frequency, start and end years, first month of fiscal year (if monthly) or the start date of the first fiscal period (if weekly or quarterly), and lets you enable a rolling forecast and period duration.
For the fiscal year, set the fiscal year first month and specify whether the fiscal year starts from the same calendar year or the previous calendar year. You can later set up calculations based on the calendar year, for example, using formula expressions. When setting up formulas for an application, consider that formula expressions such as [TPDate] and [FirstDate] produce different results if the application starts in the same calendar year or previous calendar year.
On this screen you can also choose a Task Flow Type for the application:
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Task List: Task lists are a classic feature which guides users through the planning process by listing tasks, instructions, and end dates.
For more information about task lists, see Administering Task Lists.
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EPM Task Manager: This is the default option for new applications. EPM Task Manager provides centralized monitoring of all tasks and provides a visible, automated, repeatable system of record for running a application.
For more information about EPM Task Manager, see Administering Tasks with Task Manager.
Note:
You can switch the Task Flow Type after application creation from Task List to Task Manager. However, you cannot migrate existing task lists to Task Manager, and you cannot switch back to task lists after enabling Task Manager. If you want to continue using classic Task Lists, select the Task List option during application creation. For information about enabling Task Manager and to review other important considerations about switching, see Enabling Task Manager from within Planning.
To set up the calendar and task flow type: