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Planview Customer Success Center

Budget summary starts with Q1 2015 although we're at the end of 2016 now (2014 SP2 )

SYMPTOMS
When looking at the summary of my budget (quarterly fiscal periods), it starts with Q1 2015 although we're now in Q4 2016.
Using the buttons or the date picker to scroll forward doesn't work.


REASON
Quarterly fiscal periods had been defined till 2017. The summary displays 12 fiscal periods, i.e. 3 years when using quarterly periods. Thus it displays 2015,2016 and 2017 and it is not possible to scroll further into the future as there are no more fiscal periods set up.

RESOLUTION
Quarterly Fiscal periods can be defined for 2018 (and even 2019). Then the budget summary will not start in 2015, but in 2016 or later.