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Oracle Primavera - PM6

Set Fiscal Start

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Rodney JonesMember for 14 years 4 months
Created
7
5
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Hi All,

 

I am running P6 20. Standalone. How do I set the Fiscal Period to Start in July 1st?

 

Thanks,

 

Rod

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7 replies

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  1. 0
    Rodel Marasigan ·
    #1

    Hi Rodney,You have to define

    Hi Rodney,

    You have to define a financial year that start 1st July and use that as timescale.

    See below steps:

    Step 1: Create a Financial Year batch starting 1stJuly (depends on how many years you want to create)
     

    Step 2: Change your timescale to Financial Year that you created
     

    See result:

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  2. 0
    Zoltan Palffy ·
    #2

    AdminFinancial PeriodsAdd

    Admin

    Financial Periods

    Add then you can make it monthly intervals if you are updating on a monthly basis

    this will let you use store period performance

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  3. 0
    Rodney Jones ·
    #3

    Doesn't seem to work the way

    Doesn't seem to work the way we all think. Dumped all the previous timeperiods, dumped all projects that do not have a July 1st Financial Period Start, refreshed, but still the Gantt Chart shows running January (1) to December (12) with Current Mont, August as 8

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  4. 0
    Rodel Marasigan ·
    #4

    Hi Rod,Not sure what's the

    Hi Rod,

    Not sure what's the real issue is. Is it the report Gantt chart or the Gantt chart view at the layout? Can you share the snapshot of what you wanted to attain?

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  5. 0
    Rodney Jones ·
    #5

    Hi Rodel, As you can see, The

    Hi Rodel,

     

    As you can see, The Fiscal year is starting in January, I need it to start in July. CM is August which should be FM2

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  6. 0
    Rodel Marasigan ·
    #6

    Hi Rod,Go to Project Window

    Hi Rod,

    Go to Project Window and select Settings Tab. Under Project Settings, change the Fiscal year begins on the 1st day of : to "July"

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  7. 0
    Rafael Davila ·
    #7

    Different Countries -

    Different Countries - Different Financial years - Tax Ninja | Serving Knowledge Digitally

    What is a fiscal year? | AccountingCoach

     

    If you have clients in different countries working for different companies you might need to report for many different fiscal years, in some countries it might be starting in the middle of a month. It should not be a big deal, is a no brainer; different clients, different fiscal year, different accounting codes, different WBS ... By the same token if you update the schedule on a weekly basis the start/end of the weeks most probably will not fall at start/end of the month you should still be able to make correct monthly reports using monthy periods as well as if using any period of your choice.
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