Skip to main content
Planview Customer Success Center

Is it possible to delete fiscal periods or change fiscal period start and end dates?

If the fiscal period is not yet associated with any project, budget or portfolio it is possible to change it.

Additional Notes

In many cases, when a new Fiscal Year is added, there are already projects or budgets reaching into this period. Then the year is automatically considered 'in use' right after the fiscal periods have been created.

As a consequence, before saving, please review the fiscal period dates very carefully as they can't be changed later.