How do I change the default period type for Cost Plans?

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Article ID: 194980

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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 : CA PPM SAAS 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

  • To change the default period type for Benefit Plans see KB: 194915

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