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
To save time, consider generating financial periods in a batch rather than individually.
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).