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Defining Period Display Rules in Financial Management

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You are viewing content for Planview Enterprise One™ release – Portfolio and Resource Management.

Period display rules support exporting financial planning data to Excel in a standard template, modifying the data in Excel, and then importing the data back to financial planning.

As an administrator, you can set the rules for each of the years within the planning horizon of a financial-planning model, and you can define separate period display rules for different models. When defining a model's period display rules, you specify the time increments in which the data of financial plans based on that model is exported. whether the data of financial plans based on that model is to be exported as years, quarters, or months.

To define the time increments in which data is imported and exported between financial planning and Microsoft Excel:

  1. On the appropriate row, click the action menu. Then click Period Display Rules for Excel Import/Export.

The screen that appears includes a row for each year within the planning horizon of the relevant financial-planning model. The years in that planning horizon are defined in the Enterprise and Fiscal Calendar selected for that model.Enterprise and Fiscal Calendar.

  1. For each year, select or clear the appropriate period Hide Years, Hide Quarters, and Hide Months check boxes as needed.

  • Select a check box for a particular year if you do not want the system to support importing and exporting that year's data in the relevant time increment when users export the model's financial-planning data to Microsoft Excel. 

  • Clear a check box for a particular year if the system is to support importing and exporting that year's data in the relevant time increment when users export the model's financial-planning data to Microsoft Excel.

Note: One of the check boxes must remain cleared on each row, but you can select up to two check boxes per row.

  1. Click Close.

    The system applies your rule settings when financial-planning data relevant to a portfolio or an individual financial plan is exported to Excel. The exported data is populated and displayed in Excel based on your rule settings.