Change the default Period Type of Financial Plans

book

Article ID: 194980

calendar_today

Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

How can I change the default Period Type value on Cost Plans? It keeps defaulting to annually even if I update the default value on the cost plan object to monthly

Environment

Release : All Supported Releases

Component : CLARITY FINANCIAL MANAGEMENT

Resolution

  1. In Clarity, go to Administration->Finance->Set up
  2. Click on Entities
  3. Click on the Entity
  4. In the General section, change Fiscal Period Type to Monthly (or preferred interval). 

Additional Information

For Benefit Plans see KB: Change the default Period Type of Benefit Plans

Attachments