How Do You Upload Future Fiscal Year Calendar?

louieczech

Hi -

Our fiscal year is ending 12/31/22 and I need to upload our 2023 calendar into Anaplan but do not know how to do so - does anyone have documentation or a manual on how to do this?

 

Thank you!

luke_e

Not sure if you're referring to loading data itself or changing your timescale, but I assume you're trying to do one of the following,

 

1. Adding an additional financial year to your model, or

2. Rolling your model forward a financial year (which drops off a year and adds on a new one).

 

In both cases, navigate to the model, and open the 'Time' settings.

 

If you'd like to add an additional year, increment the 'Number of Future Years' by 1 and hit Apply.

 

If you'd like to roll the model forward a year, move the 'Current Fiscal Year' forward to the next year and hit Apply, but this will delete the earliest year in the model.

 

You could also do both of the above depending on what you're after.