Configure Fiscal calendar and Portfolio Planning Fiscal Calendar

[stormy 12]

Hello Everyone,

I have requirement to create Fiscal Calendar and Portfolio Fiscal calendar.

1)Fiscal Calendar - This is complted and no queries on this.

2)Portfolio Planning Fiscal Calendar - I have created new Business Calendar as shown below

Then I used Calendar for Package module to create new record . Please see below

I wanted to check if this is working correctly, but I'm struggling to test it. Does anyone have any suggestions on how to test this functionality? Also, how does this calendar work for Portfolio Planning and Project Workspaces?

Any help or suggestions would be greatly appreciated!

Thank You in advance!

[Community Alums]

Hi @stormy 12 ,

Yu are in the right direction ,Once you have created the record  in Business Calendar(business_calendar) table. Once created, you need to map all the existing Business Calendar Entries(business_calendar_span) table.

Then, you are good to go with Creating the Plan , while creating the plan select "Calendar Type" as "Fiscal" and the calenders you created will show up in "Plan start/end Period".

If the records created by you is not showing then, in order for the records to show, there is a reference qualifier on the 'Plan start period' and 'Plan end period' fields "javascript: new PortfolioCalendarUtil().getFiscalType()" that checks a script include. Based on its function, Business Calendar.Name should starts with Fiscal.

The steps to Create the Plan:

1.Navigate to Workspaces > Portfolio Planning Workspace > Home.

1. 1. Select New.
      If there are no portfolio plans existing, select Create your first portfolio plan.
      The Create Portfolio plan wizard is shown.
   2. Make your selections by using the Create Portfolio plan wizard.
      1. Select a lens.
      2. For the selected lens, choose the entity type and the desired entities of that type.

         The entity type represents the perspective that you plan your work in. For example, if you've chosen the Organization lens, you can select Business Unit as your entity type, and then select the required business units, to plan work from their perspective.

         

         1. 1. You can also add multiple conditions to help you set a complex filter and add the right kind of data to your portfolio plan.

            2. Select the type of planning items that you want to include in your portfolio plan.

               You can further filter the planning item data with additional conditions.

            3. Fill in the details of the portfolio plan.

               Provide the information of the portfolio plan's name, start and end dates, and description.

            You can use the Previous and Next buttons to navigate between the steps.
         2. Select Create.

[stormy 12]

Hello @Community Alums 

Thank you so much for your response. However, I'm a bit confused.

I can see records in the 'Plan Start Period' and 'Plan End Period' fields, but those values seem to be reflecting the Fiscal Calendar that I created, not the Business Calendar. I’m attaching a screenshot for your reference.

If these periods are already visible here, could you help me understand the purpose of the Business Calendar that I have created? How it will work differently for project workspace

I was thinking Fiscal calendra is global and applicable to everything , but client ask us to another create business calendar for scope "Portfolio Planning Core" and see how it works with the Portfolio Planning and Project workspaces.

I'm new to this, so any help you can provide would be greatly appreciated.

Thank You!

[Community Alums]

Hi @stormy 12 ,

Fiscal Calender won't impact your own fiscal calender you create !!

I understand your confusion, but to keep it simple you can create fiscal calender itself.

For business calender, you need to make some tweaks to the reference qualifier as per the example i shared before.