Using the Administration Console to Export Fiscal Periods

To export current fiscal period definitions from PPM to a specific file:

  1. Open the Administration Console. (See Open Administration Console.)

  2. In the left panel, expand the Administration Task section, and then select Generate fiscal periods.

  3. In the right panel, select the Export option.

  4. In the File box, type the name of the <Period_Definitions_Filename>.csv file to which you want to copy fiscal period definitions.

  5. Click Submit.

    The Exported Periods tab lists the fiscal periods to be exported.

  6. Click Export to File.

  7. In the File Download dialog box, click Save.

  8. Navigate to the PPM Server directory in which you want to store the file, and the save the file.

    Note: On the PPM Server, the default directory for the fiscal periods definition file is <PPM_Home>/bin/fiscal/output.

  9. Check the directory you specified and verify that it now contains the file you exported.

    Note: For information about how to use the script to export fiscal period definitions, see the Generating Fiscal Periods guide.