Creating a Financial Period Batch
You can create annual or quarterly periods one at a time; however, to speed the time required to add monthly or weekly periods, consider using the Generate Financial Period Batch feature.
To create a financial period batch:
- Click the Administer
menu and select Enterprise Data. - In the Enterprise Data pane, expand Global and click Financial Periods.
- On the Financial Periods page, click
Add Batch. - In the Generate Financial Periods dialog box:
- In the Batch Start Date field, click
Select Batch Start Date and select a date from the calendar or type a start date.Note: For example, the 31st of January 2010 would be 31-Jan-10.
- In the Batch Finish Date field, click
Select Batch Finish Date and select a date from the calendar or type a start date in day-month-year format. - Select a Period Cycle and use the up and down arrows to specify a number of weeks or months.
- Click Create.
- In the Primavera P6 alert dialog box, click OK to acknowledge that one new financial period has been created.
- On the Financial Periods page:
- In the Name field, double-click and type a name.
- Click
Save (Ctrl+S).
Tips
Although you are alerted 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 (one week); however, you cannot view them in timescales in P6. Use P6 Professional if you need to view data by financial periods spanning increments of fewer than seven days (one week).
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