Add a Period

Add a period so that allocations of currency can be tracked for that time period.

Only an Budget Manager administrator can add a period.
  1. Click the Configure tab.
  2. Click Periods from the Budget Manager menu located on the left-hand side of the web page.
  3. Click .

    Add a Period
    Figure 1. Add a Period
  4. For Period Name, enter a name that represents the period.
    The name of the period must be unique, i.e., there are no other periods or sub-periods having that name. Valid characters are A-Z, a-z, 0-9, underscores, dashes, period, tilde (~).
  5. Enter a start date and end date for the period:
    The start date and end date for the period cannot overlap with another period or sub-period.
    1. For Start Date, use the calendar widget to choose a start date.
    2. For End Date, use the calendar widget to choose an end date.
      The end date must be greater or equal to the start date.
  6. Click Submit.
    The period is added.