Period change¶
The system administrator makes a permanent period change. Change applies to the entire system - all users.
Change reporting month, follow-up year and budget year.
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Note
For the end users, the period change will come in force during the next login.
Change of reporting month
Choose new month from the list. Confirm the change.
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Change of follow-up / budget year
Choose Change the follow-up / Budget year | “new year”. Confirm the change.
The follow-up year / budget year can be changed from the current year, one year backwards or forwards, at a time.
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Note
If the budget year is changed backwards, the reports have to be run, in order to update data for the reports.
In general, the budget year is follow-up year + 1.
Change of the reporting year.
When the follow-up year (reporting year) is changed, the Administrator will need to make a few checks on the system configuration. The measures are explained in more detail in the chapter: Reporting year change checklist.