Modify the Period Definitions File

To modify the period definitions file to cover a set of fiscal years with the required sets of periods:

  1. Open the file in a text editor such as Notepad. Opening the file in Excel can change the format of dates, making the file invalid for later importing into PPM.

    An exported file contains, or the file you create needs to contain, the following columns of data:

    • Database ID. A unique identifier from the database for the period. This column is empty if no periods have been generated, but it must exist when you import the file later. Do not change any entries in this column.

    • Start Date. The specific start date of the period in YYYY-MM-DD format.

    • End Date. The specific end date of the period in YYYY-MM-DD format.

    • Period Type. A string identifying the type of period:

      • A specific 4-digit year such as 2009

      • HY for half-year

      • Q for quarter

      • M for month

    • If period definitions were exported to a .csv file, that file also contains the following columns, which are provided for information only and are not needed when you import the file later:

      • Long Name. The long name of the period.

      • Short Name. The short name of the period.

  2. Modify the dates and period types as needed to reflect the retail calendar your company uses. Make sure the constraints described in Requirements for the Period Definitions File are met. For usability, we recommend that you not move any rows to other positions in the table.