Create a financial period (P6 Professional Only)

If the duration of your organization's financial periods is not consistent, you can create individual financial periods. You should create a batch of financial periods when each financial period will have the same duration (i.e., two weeks, one month, three months, etc.) over an extended period of time.

1. Choose Admin, Financial Periods.
2. Click Add.
3. In the Select Financial Period Timescale dialog box, enter or select the period Start Date and End Date.
4. Click Add.
   
   The Select Financial Period Timescale dialog box remains open. You can add additional financial periods by repeating steps 3 and 4.
   
5. When finished adding financial periods, click Close.
   
   The financial periods you just created are listed in the Financial Periods dialog box.

Tips

• To create daily financial periods, enter or select the same date as the period Start Date and End Date.
• When you create a financial period, the default name is YYYY-MM-DD (e.g., 2004-04-01). To ensure the financial periods are listed in the proper order (e.g., in the Columns dialog box), you should use the default name or add a letter or number to the beginning of the name (e.g., 1 Fiscal Month, 2 Fiscal Month, etc.). Click on a period in the Period Name column to edit the name.

Notes

• You must have the Add/Edit/Delete Financial Period Dates global privilege to add or edit data in the Financial Periods dialog box.
• The start and end dates of a financial period cannot overlap existing financial period dates.
• You cannot modify the start and end dates of a financial period after you create it. To modify the start and end dates of a period, you must delete the financial period, then create a new period with the new dates.
• All periods start at midnight and end at 11:59 PM.

Related Topics

Create a batch of financial periods (P6 Professional Only)