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Adaptive Planning
Add Time Periods to Calendar

Add Time Periods to Calendar

  • Configure the time structure on your default locale.
  • Download a blank TimeStructure spreadsheet. See Download the TimeStructure Spreadsheet.
  • Security:
    • Model Management Access
       permission.
    • Time
       permission.
    • Configure Calendar
       permission.
You can extend your custom calendar so that you can start planning for those new time periods. Once you add new time periods to your calendar, you can update your versions and reports to display these new time periods.
To add time periods to your time structure, use a blank spreadsheet template. Then use the
Append
 import option.
You can't change or add time strata, add alternate calendars, or delete time periods in the same import that you're adding new time periods.
To remove time periods from the default calendar, download the existing time structure and use the
Reload
 import option. This import option removes the entire structure and deletes all calendars, data, and versions.
Carefully select and review your time periods before importing changes to your default calendar.
  1. Open the TimeStructure spreadsheet.
  2. As you add rows on your spreadsheet for your new time periods, consider:
    選項 說明
    Date
    Required.
    The first column in your spreadsheet must contain
    Date
    . The data in your data column must be in an Excel date format.
    Code
    Required for each strata.
    Specify the code for the strata. You reference codes in formulas. Enter the code for the strata and then map the code to each date. Example: Enter
    month
     for Code. For each date in January 2015, enter
    1/2015
    .
    For time strata codes, you can use these special characters:
    • En dash.
    • Em dash.
    • Forward slash.
    • Backward slash.
    • Underscore.
    For time period codes, you can use these special characters:
    • En dash.
    • Em dash.
    • Forward slash.
    • Backward slash.
    • Underscore.
    • Hyphen.
    For either codes, you can't use characters with diacritics and accents or the word "this."
    Label
    Required.
    Indicates how to display the time strata and how to display the time on sheets and reports. Example: Enter the label
    Month
     in the first row for the calendar.
    Month
     displays in the
    Display Options
     of sheets and in the
    Strata Rollup
     of Time administration. Enter
    Jan 2015
    ,
    Feb 2015
    , and so on for each date in the rows. In sheets, the header column displays
    Jan 2015
    ,
    Feb 2015
     and so on.
    Short Name
    Optional. Indicates how to abbreviate the labels. Short names for calendar elements don't display in the model.
On all of versions where you want to add time periods, change the last time period that you can see on the version:
  • For plan versions, change the
    End of plan
    .
  • For actuals versions, change the
    End of version
    .
If you use Excel Interface for Planning or OfficeConnect, update the elements in your existing reports to display the new time periods.