Generate Financial Periods Dialog Box of the Financial Periods Page
Overview
Use this dialog box to automatically create new financial periods at the same time.
Screen Elements
Last Period Finish Date
The latest finish date of all the financial periods.
Batch Start Date field
The date the batch begins.
Type a date in the field in day-month-year format (for example, 1-Jan-11), or select a date from the calendar.
Batch Finish Date field
The date the batch ends.
Type a date in the field in day-month-year format (for example, 1-Jan-11), or select a date from the calendar.
Period Cycle field
Choose from one of the following to set as the period cycle:
- Every [ ] Weeks: Select 1-52 to set the period cycle by weeks.
- Every [ ] Months: Select 1-100 to set the period cycle by months.
- Every Year: Select to set the period by years.
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).
Getting Here
- 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.
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