Creating Financial Periods
Create financial periods to measure and compare financial data. You can create annual, monthly, or weekly periods.
To create a financial period:
- 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 the
Add icon. - To change the default name for the new financial period, click the Name field, and enter a name.
- To change the Start Date field, directly enter a new date, or select a date from the common calendar tool.
- To change the Finish Date field, directly enter a new date, or select a date from the common calendar tool.
- Click
Save (Ctrl+S).
Tips
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 (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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