Adding a new fiscal year
After using Planning Maestro for 5 years, we need to add 2024 time periods to our Plan Basis version.
I was able to figure out to change the number of years in our Time Dimension and increase it from 5 to 6.
Then I created a 2024 time subset.
When I changed the time periods from 2023 to 2024 in Operting Expenses and Revenue, there were no values in any of our rows. I thought that expense using spread methods such as Period Amount and Even would project forward in perpetuity. Where can I find information on adding the amounts to a new year?
Comments
Thanks for your message! We will be creating a Support ticket for your use case and will be following up soon.
For others reference, in our situation a manual refresh of plan line items via Excel export and re-import is the recommended action.
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