Defining a planning period configuration

Planning period configurations simplify the implementation of planning periods by establishing standard increments of time that are covered in a plan.

1. Click Space > Set Up > Planning Period Templates.
2. Click Add.
3. Review the Planning Period Config form.
4. In the General section, enter the name of the planning period configuration.
   Use a name that describes the planning period. For example, for a planning period that is for two years, with the first year in quarters, use 2 Year (QQQQY), or for a three-year planning period with the first year in quarters, use 3 Year (QQQQYY).
5. To define the structure of the planning period, click Add on the Period Configuration section bar. IBM® TRIRIGA® adds a line in the Period Configuration section. The Period # identifies the sequence in the planning period. Select the Period Type (duration) of the period from the list.
   Use Quarter or Year for Period Type and avoiding the many dimensions that a value of Month would create.
6. Continue adding periods until the configuration is complete. Each time that you click Add, IBM TRIRIGA adds a line, increments the period number, and prepopulates the period type with the value from the prior line. To remove a period, select the check box to the left of the line and click Remove.
7. Click Create Draft.
8. Select the appropriate action. Click Activate to make the planning period configuration available to use in IBM TRIRIGA.