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Clearing Period Performance

Matthew LovkisMember for 19 years 10 months
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Hi Folks,

Is there any way of simply wiping all the stored period performance?

I want to re-create the periods, but it won’t let me unless I delete all the prior information. That would take a long, long time.

Does anyone know a solution.

2 replies

Oldest first
  1. 0
    Rodel Marasigan ·
    Hi Matthew,

    Select Admin Financial Period from your Project Menu.
    Highlight all financial period that you want to delete by clicking the first financial period-> Hold shift and click the last financial period that you want to delete and click Delete. That should delete all your financial period on the range that you wanted to delete.

    Note: That only works if no project attached or using financial period records. If there is any project using your financial period record, you must archive your project first or export to xer then delete that project into your PMDB database before deleting your financial period records.

    Regards,
    Rodel
  2. 0
    Matthew Lovkis ·
    Thanks a lot Rodel,

    You answered exactly what I was looking for.

    The export method is what I will need to use.

    Thanks again.

    Matt Lovkis

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