How do I set fiscal year options?

The Resource Calendar provides configuration for a fiscal calendar year. This setting only impacts the financial metrics and fiscally-based date ranges. The fiscal year setting has no impact on the gregorian calendar used by the scheduling functions. This article describes how to set fiscal year options.

1. Click Resource Calendar

Click Resource Calendar
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, click Resource Calendar.

2. Click Edit

  • Click Edit.

3. Select Fiscal Year Options

Select Fiscal Year Options
  1. Click the drop-down menus to make changes to fiscal year options.
  2. Click Ok.

Fiscal year start: The month when the fiscal year begins.

Relationship to calendar year: Select "Leads" if the fiscal year begins before the calendar year begins. Select "Lags" if the fiscal year begins after the calendar year begins.

Display as: Select "YY" to view the fiscal year as the last two digits (e.g. FY 15). Select "YY/YY" to view the fiscal year as the beginning and ending years (e.g. FY 14/15).

4. View Fiscal Information

  • View updated fiscal year information.


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