A period designates a time interval for entering or consulting data.
To manage periods : 
Periods
- activeperiod : The most recent period in which entries can be made. At the end of each year, during the December platform initialization, an extra year is added to maintain active period years in the future of around 10 years.
- currentperiod : The period selected by the user to work with, whether it's the current period or a past period , chosen via the interface or for specific processing. This is the case for retroactive entry via the period selector.
This screen lets you manage your platform's periods, including period dates and exercise dates. This screen has two tabs:
Periods are distinguished from fiscal years in order to distinguish between different start-up months. For example, activity entries are based on periods (July 2024), while budgets are based on fiscal years (company fiscal year: July 2024 ➡️ June 2025).
It is useful to know the earliest date that will be in the platform (project start date) and to create the corresponding periods in this screen.
period tab
This page allows you to view the active period and modify period dates, including end-of-entry dates.
Rights required :
Period consultation ➡️ screen access, exercise name modification...- Managing the end of the data entry period ➡️ access to functions
Shift end of entry and Offset (no. of days) - Creating the next year ➡️ possibility of Add a new year or a previous year.
- Action to modify a period ➡️ possibility of modifying the name of an exercise, or deleting a period or exercise
period Close period Shift end of entry Offset (no. of days) Year This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Permet d’ajouter une nouvelle année, une année précédente ou un exercice précédent.
Validates your changes. This may redirect you to the previous page on some screens.
Exercises tab
12-month period that defines the accounting year. It begins at the start of a month in the calendar year.
Rights required :
- Period consultation ➡️ screen access, exercise name modification...
- Creating the next year ➡️ possibility of Add a new year or a previous year.
- Action to modify a period ➡️ possibility of modifying the name of an exercise, or deleting a period or exercise
This tab is used to modify the first fiscal year generation between the specified year and the last year of the UP. It will be possible to define the start month of the fiscal year.
When there are exercises saved on the platform, they will appear as a list in the same tab.
If no fiscal year exists, then after entering data in the Month of exercise break and Fiscal yearAll exercises will be created by year up to the last period (year) created on the platform.
Some budget concepts use exercises, such as : 
Budget envelopes, 
parameter structures or 
Budget plans.
It is only possible to modify the Exercise.
The fields Code, Start date and End date are not modifiable.
Month of exercise break Fiscal year Les périodes sont distinguées des exercices afin de pouvoir distinguer des mois de démarrage différents. Par exemple, les saisies d'activités s'appuient sur les périodes (juillet 2025), alors que les budgets s'appuient sur les exercices (exercice fiscal de l'entreprise : juillet 2025 ➡️ juin 2026).
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Permet d’ajouter une nouvelle année, une année précédente ou un exercice précédent.
Validates your changes. This may redirect you to the previous page on some screens.