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Project Financial Plan Type - Fiscal Year Planning Period

Received Response
edited Mar 19, 2024 5:53PM in Project Management 1 comment

Hi! My customer budgets for a project by fiscal years. Is there a way to set up the Financial Plan Type planning period to be a calendar type that is for the Fiscal Year?

I see in the Manage Financial Plan Types -> Plan Settings that I can change the Calendar Type, but I only see the Accounting Calendar or Project Accounting Calendar but no additional calendars are available.

Inquiring if there is a way to set the planning period to be a Fiscal Year calendar for my Project Budget, defaulting from Financial Plan Type.

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