Working with Time Periods

You can manage time periods to include the detail required for your financial models.

When you create a model, the model is populated with a hierarchical chart of accounts, a time structure, reports, data views, account groups, and all the metadata from the template or the model it was created from.

The model’s time structure can be defined based on different levels of granularity for different years. For example, you can set the years toward the end of your forecast period to show only annual values while years within a five year forecast can be set to show more granular details such as quarterly or monthly.

After creating your model, you can modify time period structure and settings. See Managing Time Period Details.

You can create deal periods in which the balance sheet is restated to reflect merger and acquisition activities. See Working with Deal Periods.

Video

Your Goal Watch This Video

Learn about managing time periods.

video icon Managing Time Periods in Strategic Modeling