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Configure the Portfolio Date Settings

This article explains what the Portfolio Date settings do and how to manage these settings.

Access the Portfolio Plan Date Settings

Go to the Configuration area by clicking on the Settings gear Settings.png. Then select Portfolio Plan from the left navigation, and click on the Dates tab.

Access_Portfolio_Plan_Dates_settings.png
Manage the Dates Settings

There is only one field in the Dates settings area: Pivot Q1 Start Month. This setting allows you to select the start month for Q1 in the Portfolio Pivot table. This is applicable if your "year" begins at a different time than January 1, for example.

To update the start month, click into the Pivot Q1 Start Month. field, then select from the following options:

  • 1 = Q1 starts in January

  • 4 = Q1 starts in April

  • 7 = Q1 starts in July

  • 10 = Q1 starts in October

Select_Pivot_Q1_Start_Month.png

In this example, I selected 7, meaning Quarter 1 in my Portfolio Pivot table begins in July. When I go to the front end, open up the Portfolio Pivot, and view it in Quarters, you can see that Q1 starts in July.

New_Quarter_1_Start_Month_Applied_to_the_Pivot_Table.png