Setup Portfolio Planning Fiscal Calendar

[olimanalo]

Hi,

I have an issue showing Fiscal Calendar 'Plan start period' and 'Plan end period' when I select Fiscal as calendar type when I am creating a Portfolio Planning. 

Does anyone have an idea why this is occurring? 

Thank you

[Community Alums]

Hi @olimanalo ,

You can see this error due to no correct seelction of conditions/ filters in " Add filters" section/ phase.

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.

[olimanalo]

Hi @Community Alums ,

Tried that as well, no luck. Doesn't work. 

[Community Alums]

Hi @olimanalo ,

Try removing the filter condition and keep it as no filters

[olimanalo]

Actually I have done that initially, not showing. I am locating where this field is being called.