Working with special periods
When you create your database, Metrics Management creates all the periods required for use in period ranges. Special periods refer to the period settings in the system configuration, including completed, current period, and locked settings, and selected period refers to the period the user has selected in the view or briefing book.
If you have requested that additional period types be added to your database, you have to create the corresponding completed, current period, locked, and selected special periods.
How to create a special period
1 In the Navigation Pane, choose SetupSpecial PeriodsCreate.
2 In Setup Special Period: <New>—Properties:
*In Name, type one of the following names: Completed, Current, Locked, or Selected, followed by the name of the new period type. For example, to create a locked semi-annual period, type Locked semi-annual.
*In Description, choose Edit. Provide a description. Then, choose OK.
*In Categories, choose Edit. Select or create categories. Then, choose OK.
3 In Type of special period, select a special period type.
4 In Period type, select a period type.
5 Choose Security. In Security, assign access rights for the special period to groups and users.
6 Choose Save.