Availability: Some of the features described in this article are only available in the Pro and Premium Edition.
In Meisterplan, you can either plan in calendar years or fiscal years, with calendar years being the default. This article explains how to work with fiscal years.
Configuring Fiscal Years
If you want to plan in fiscal years instead of calendar years, you simply configure two things: The starting month for fiscal years, and how fiscal years should be displayed. To do so, follow these simple steps:
Step 1: Open Manage > Advanced.
Step 2: Under Advanced, select the desired month for Start of Fiscal Year.
Step 3: Under Display Fiscal Year Based On, you can select how your fiscal year is displayed.
Example: Your fiscal year starts in October 2019 and ends in September 2020.
- If you want to mark this period as fiscal year 2019, select Calendar Year of Start Month.
- If you want to mark this period as fiscal year 2020, select Calendar Year of End Month.
Where You'll Notice Fiscal Years in Meisterplan
You'll notice fiscal years in the following views:
- Portfolio Designer
- Team Planner
- Portfolio Budgets
With the prefix "FY", you will be able to tell that a fiscal year has been set: