Schedule
| Property or Attribute | Required | Required by the Import Wizard when Adding Members | Required by the Import Wizard when Updating Members | Notes | Default set by Import Wizard if value is missing from import file |
|---|---|---|---|---|---|
| ID | Required | Optional | Required (if Name not provided) | The ID is automatically generated if not included. | |
| Schedule Name | Required | Required | Required (if ID not provided) | The name can have up to 40 characters. Must be unique within the dimension. | No default. User must supply. |
| Description | Optional | Optional | Optional | The description can have up to 255 characters. | If not specified, defaults to the name. |
| Periodicity | Required | Optional | Optional | The Periodicity associated with this schedule. The default values are:
|
The shortest periodicity in the Period dimension, for example, Monthly (Mem_Order=1). |
| Required | Required | Required | Required | Indicates if this is a required schedule for tracking submission status: Y – Yes, N - No. | N – No |
| Category | Optional | Optional | Optional | Links this schedule to category dimensions to which it applies. | Null |
| Class | Optional | Optional | Optional | Links units and schedules. Used by the Data Loader. | Null |
The minimum format to add groups to this dimension is:
- Schedule Name
- Retained Earnings Schedule
- Consolidation
- Income Statement
- Balance Sheet
- CashFlow Statement