Creating Financial Period Calendars

Create financial period calendars to measure and compare financial data when projects have different financial periods. You can create multiple financial period calendars using different periods and different period lengths. For example, some projects might use monthly financial periods while others require weekly financial periods.

To create a financial period calendar:

1. On the Navigation Menu, expand Administration and click Enterprise Data.
2. On the Enterprise Data page, expand Global and click Financial Periods.
3. On the Financial Periods page:
   1. Click Add .
      • Select Blank financial period calendar to create a new calendar with no periods assigned.
      • Select Copy from existing financial period calendar to select an existing calendar with periods similar to those you want to use in the new calendar.
   2. If you selected to copy an existing calendar, in the Select Financial Period Calendar dialog box:
      • Select a calendar to use as the basis for the new calendar.
      • Click Show to view the financial periods which have already been created for the calendar.
      • Click Select.
   3. Type a name for the calendar and click Save.