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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:

  1. Click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Global and click Financial Periods.
  3. On the Financial Periods page:
    1. Click the "" Add icon.
    2. To change the default name for the new financial period, click the Name field, and enter a name.
    3. To change the Start Date field, directly enter a new date, or select a date from the common calendar tool.
    4. To change the Finish Date field, directly enter a new date, or select a date from the common calendar tool.
  4. 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).

Related Topics

About Financial Periods

Creating a Financial Period Batch

Enterprise Data Page

Financial Periods Page


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