Skip to main content
Planview Customer Success Center

How to set the Fiscal period field as mandatory for projects?

The Fiscal period field on projects is where you specify the billing office whose fiscal periods are to be used for the project.

You can set the Fiscal period field as required in Changepoint Adminstration > User Interface > Metadata.

Expand the Project folder and select Billing office: (FPBillingOffice).

Caution: If you make the Fiscal period field mandatory after projects have already been created, the Fiscal period field will have to be completed when pre-existing projects are edited, and pre-existing projects cannot be copied.