Defining monthly calendars

To define a monthly calendar:

  1. Select Configuration > Common > Calendar.
  2. Click New, and select Monthly Calendar.
  3. Specify this information:
    Name
    The name of the calendar.
    Display Name
    The name to be displayed in the application.
    Status
    The status of the calendar. Possible values:
    • Ready: The calendar is created and can be used.
    • Building: Processes are executed to create the calendar.
    • Invalid: An error occurs when creating the calendar. You can view the details of the error on the Audit Log page.
    • Disabled: The calendar is disabled when the Enabled option is set to Off.
    Enabled
    Indicates whether the calendar is enabled and available for use. Enabled calendars are created. Possible values:
    • On (Active)
    • Off (Inactive)
    Note: 
    • By default, this field is set to Off.
    • If this option is enabled, the calendar is created after processing.
    Type
    Indicates the calendar type. This value is based on the calendar selected when you click New.
  4. Specify this information in the Calendar Format tab:
    First Month Of Year
    The month from which the calendar starts.
    Year Definition
    The planning year used for labeling periods. Possible values:
    • Year of First Month
    • Year of Last Month
    Note: If the First Month of Year is not January, for each fiscal year, dates for two calendar years exist. The value in this field is used to determine the year that must be used.
    For example, for a fiscal monthly calendar running from June to May 2018 with the Year Definition set to Year of Last Month, the calendar span the dates June 1st 2017 – May 31st 2018. If the Year Definition is Year of First Month, represents dates June 1st 2018- 31st May 2019.
  5. Specify this information in the Hierarchy Levels tab:
    Year Format
    The format in which the yearly time period must be displayed. A default format is displayed, which can be modified.
    Note: This field is enabled only if the Enable Years option is set to On.
    Quarter Format
    The format in which the quarterly time period must be displayed.
    Note: This field is enabled only if the Enable Quarters option is set to On.
    Month Format
    The format in which the monthly time period must be displayed.
    Note: This field is enabled only if the Enable Months option is set to On.
    For example, If the Year Definition is set to Year of Last Month, for a year starting in April 2018 and ending in March 2019, April 2018 is the first planning month of planning year 2019. To create a label FY19 M01 for this month, use the format 'FY%yy/%mm'.
  6. Click Add on the Year Details tab.
  7. Specify this information:
    Year
    The number of years available in the calendar hierarchy.
    Override Pattern
    The user defined weekly pattern (different from the standard pattern), that enables you to modify the calendar's Weekly Pattern data.
  8. Click Add. A new Year Details is added to the list.
  9. Click Submit.
    Note: To view the tree structure of a calendar with the status Ready, click Preview in the Details pane.