Allocate - Calendar Settings

Have more questions? Submit a request.


Scenarios can be set up using different time periods (Years, Fiscal Years, and Months) in order to be able to analyze and visualize that resource data over varying periods of time.

The time period selection for a scenario can only be changed when creating a new scenario, prior to entering resource data for existing scenarios or when only a single time period exists.

Once resource data is entered in, associated data can be tracked and viewed over time within Visualizations.

Calendar Years

Users can create scenarios with calendar year time periods. The following options are available:

  • User defined start year
  • User defined number of time periods

Fiscal Years

A user can select any 12-month period starting with any month. The available options appear below:

  • Jan-Dec
  • Feb-Jan
  • Mar-Feb
  • Apr-Mar
  • May-Apr
  • Jun-May
  • Jul-Jun
  • Aug-Jul
  • Sep-Aug
  • Oct-Sep
  • Nov-Oct
  • Dec-Nov


A user can create time periods based on quarters. The user may select the start quarter, start year, and select the number of time periods. The following options are available for quarters:

  • Q1 (Jan-Mar)
  • Q2 (Apr-Jun)
  • Q3 (Jul-Sep)
  • Q4 (Oct-Dec)
Was this article helpful?
0 out of 0 found this helpful


Powered by Zendesk