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

[Lauri Arra]

Have you ensured the validity of your fiscal periods? Open the list of Fiscal periods and use the button 'Validate periods'.

[your instance].service-now.com/fiscal_period_list.do

If you don't have fiscal periods, you need to generate them first.
https://docs.servicenow.com/bundle/washingtondc-platform-administration/page/product/it-finance/task... 

[olimanalo]

Hi @Lauri Arra ,

Will check that as well. I will let you know what happens. 

Thanks 

[olimanalo · Accepted solution]

So it turns out the solution was simple. There is no record of Fiscal Month, Fiscal Year etc. in Business Calendar(business_calendar) table. We need to create those records. Once created, we need to map all the existing Business Calendar Entries(business_calendar_span) table.

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.

Thank you @Community Alums and @Lauri Arra  for your inputs