Create Custom Periods

Use the Accounting Calendar to create custom periods for use in Project Planning. You cannot overlap periods when you set up the Accounting Calendar.

The accounting calendar only applies to the Accounting Period scale choice in Vision Planning. It does not link to actual accounting periods.

To create custom periods, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Planning > Accounting Calendar.
  2. Complete the fields on the Accounting Calendar form.
  3. Click Save.