Maintain Period Unit Calendar

Explanation

Use this activity to maintain the period calendar to be used in the system. A record must be created for each period in a year for which planning is done. You can define the forward planning by different period units, which means that you can have daily, weekly, monthly, or quarterly periods defined for the same year.

Prerequisites

There are no prerequisites for this activity.

System Effects

As a result of this activity, the system creates a period unit calendar for use within the system.

Window

Planning Period Units

Related Window Descriptions

Planning Period Units

Procedure

Create Period

1. Open the Planning Period Units window.
2. To create a calendar automatically, right-click and then click Create ISO Weeks, Create Months or Create Quarters, the Create ISO Weeks, Create Months or Create Quarters dialog appears.
   1. In Begin Date field enter the start date for your new period or periods.
   2. In End Date field enter the last date for your new period or periods.
   3. Press OK.
3. You also can create the periods manually by selecting New. The following steps are valid only if you decide to create the periods manually.
   1. In the Plan Year column, specify the year to which the period should belong.
   2. Enter a number for the period in the Plan Year Period No field. You also can provide a description for the period in the Plan Period Description field.
   3. In the Plan Period Unit list, select the unit corresponding to the period.
   4. Repeat steps 3 to 6 for each period you want to define.
   5. Save the record.

Remove Period

1. Open the Planning Period Units window.
2. To remove one or several periods, right-click and then click Remove Period, the Remove Period dialog appears. You can also delete a period by pressing Delete.
3. In Period Unit field select the period unit you want to delete records for.
4. In Clear Periods Until field enter the end date you want to remove periods until.
5. Press OK.