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Set Fiscal Start

7 replies [Last post]
Rodney Jones
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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

Replies

Rafael Davila
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Joined: 1 Mar 2004
Posts: 5233

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.
Rodel Marasigan
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Joined: 25 Oct 2006
Posts: 1699

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"

Rodney Jones
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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

Rodel Marasigan
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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?

Rodney Jones
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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

Zoltan Palffy
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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

Rodel Marasigan
User offline. Last seen 11 weeks 3 days ago. Offline
Joined: 25 Oct 2006
Posts: 1699

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: