From the course: Advanced Primavera P6

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Create financial periods

Create financial periods - Primavera Tutorial

From the course: Advanced Primavera P6

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Create financial periods

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- [Instructor] To create the financial periods, you can do so by going to admin, financial periods. Here, you can add a batch based on your criteria. Now, let's make sure our settings are correct. To do so, we're going to go to our projects window form, and you want to ensure that your project is selected, and go to the calculations tab. The main thing that we want to ensure is that the link actual to date and actual this period units and costs is enabled. If not, go ahead and click the box. Usually, this option is grayed out if the project is not open. Try it out. Create your first financial period.

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