How to Add Budget in Financial Planning of SPM with Custom Fiscal Calendar (April–March)

[varimadlasa]

Hi Community,

I’m working with Strategic Portfolio Management (SPM) and trying to set up Financial Planning for a new fiscal year. My organization follows a fiscal calendar from April 1st, 2025 to March 31st, 2026, but I noticed that a fiscal calendar already exists from January 1st, 2025 to December 31st, 2025.

Here’s what I’m trying to achieve:

• Create a new fiscal calendar that aligns with our April–March financial year.
• Add budget allocations for this new fiscal year in Financial Planning.

However, I’m unable to create the new calendar due to the existing one. Could someone guide me on:

1. How to configure a custom fiscal calendar in SPM?
2. How to add Budget to the financial planning.