Generate Financial Period Dialog Box

Overview

Use this dialog box to automatically create a batch of new financial periods.

Screen Elements

Last Period Finish Date

The latest finish date of all the financial periods.

Batch Start Date field

The date the batch begins.

Batch Finish Date field

The date the batch ends.

Period Cycle options

Choose from one of the following to set as the period cycle:

Weeks: Select the period cycle by weeks.

Months: Select the period cycle by months.

Year: Select the period cycle by years.

Every field

Choose the frequency of selected period cycle.

Tip:

  • 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.

Getting Here

  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, click the Financial Periods tab.
  4. On the Financial Periods tab, click Actions "" and click Generate Financial Periods.