Configure Capital Planning Settings

Configure the fiscal year start month in Capital Planning to align capital forecast timelines with your organization's accounting calendar. Adjusting the start month automatically restructures the timeline display and realigns yearly and quarterly boundaries.

• Required User Permissions: 'Admin' level permissions on the company's Capital Planning tool.

• Additional Information:

  • Changing the fiscal year start month triggers an automatic recalculation across the timeline to reflect the shifted fiscal quarters.

  • Adjusting the fiscal calendar does not alter historical monthly spending values recorded in past periods.

1. Navigate to the company's Capital Planning tool.

2. Click the Settings gear icon.

3. Under Fiscal Year, select the month your company's fiscal year begins.

4. Under Plan Window, choose how many fiscal years the capital plan spans. Users can hide years from their own view, but cannot see years outside this window.

5. Click Save.