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Planview Customer Success Center

Not able to edit Candidate Future Periods, over a year

QUESTION:
When we create a candidate and set an item on the Services tab from Jan-01st-2014 to Dec-31st-2014, the Candidate only allows to distribute those values from Jul-2013 to Aug-2014. The remaining months are not possible to edit.  Is this expected behavior?


ANSWER:
Yes, when fiscal periods are specified for a candidate, the current fiscal period, the previous fiscal period, and the next 12 fiscal periods are displayed by default in the candidate forecast item views.Resolution:A total of 14 fiscal periods can be seen at a time and the filter must be used to display the next set.
To change the fiscal periods that are displayed, see steps below:
1.) Access the Candidate.
2.) Click Actions > Edit.
The Edit Candidate dialog box appears.
3.) Click Filter.
The Filter dialog box appears.
4. Select the check boxes for the fiscal periods that you want to display.

Tip: To display the default fiscal periods again, select the Reset to default check box.