Fiscal Calendar

If your financial reporting period doesn't follow the standard twelve-month calendar, use Fiscal Calendar to set up a non-standard, twelve-period calendar. To use the Fiscal Calendar, first enable it in Preferences.

The twelve periods control the data displayed on these pages:

• At a Glance Dashboard
• Business Analysis Dashboard: Summary, Data Details, and Pace Data
• Budget module start and end dates for the selected month
• My Forecast module start and end dates for the selected month

Last Year's Data

G3 RMS compares the displayed period this year to exactly the same period last year, regardless of last year's fiscal calendar setup.

Setup Steps.

1. Click , then Property, and then Fiscal Calendar.
2. Select the Year for which you want to set up the twelve periods. You can set up one year at a time.
3. Click Retrieve. The standard calendar months display as the default for the year.

The following data displays for defining the fiscal periods:

Column	Description
Fiscal Period	The year and month for each fiscal period. All fiscal years must have twelve periods.
Start DOW	The day of the week for the period start date.
Start Date	Enter a date or click the calendar icon to select the start date for the first fiscal period. Subsequent period start dates are based on the end date of the previous period.
End DOW	The day of week for the period end date.
End Date	Enter a date or click the calendar icon to select the end date for the each fiscal period. Subsequent period start dates are based on the end date of the previous period. No period can be longer than 42 days, depending on the starting date's day of week.
Number of Days	The number of days in the fiscal period.