How to Configure Custom Fiscal Periods for the Financial Plan in OnePlan

Direct Answer: How to Configure Custom Fiscal Periods for the Financial Plan in OnePlan

To configure custom fiscal periods for the Financial Plan in OnePlan, open a project’s Financials tab, select the ellipsis (…), select Configure, and go to Calendars. In the Custom Periods section, select Add Category (+), enter a Category Name, and select Save. Then, for that category, select the Periods icon, select Add Period, enter a Period Name, Start Date, and End Date, and select Add. Custom fiscal periods are only available when financial data is configured at the Daily level.

What This Article Covers: Custom Fiscal Period Configuration

This article explains how to create custom financial period categories, define individual periods within those categories, and apply custom periods to a Financial Plan in OnePlan. Custom fiscal periods let organizations define planning and reporting periods that start and end on any date, supporting fiscal structures, agile release cycles, or other business-specific reporting rhythms.

What you will accomplish By the end of this article, you will be able to create custom financial period categories, define individual periods, and apply them to Financial Plans.

Before You Begin: Configuring Custom Fiscal Periods

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• The Financial Plan module enabled
• Financials configured at the Daily level — custom fiscal periods are only available when financial data is configured as Daily. If Custom Periods settings are not available in your environment, contact your OnePlan representative to convert financials to Daily.

Why This Matters: Custom Fiscal Periods in OnePlan

Context: What Custom Fiscal Periods Are For

Custom fiscal periods provide flexibility for organizations that do not rely on standard 12-month calendars. Instead of being constrained to monthly or fiscal-year boundaries, custom periods let you define exact start and end dates for planning, forecasting, and reporting. They are commonly used for non-standard fiscal structures, agile release cycles or program increments, rolling planning windows, and industry-specific reporting timeframes.

Context: Categories and Periods

Custom fiscal periods are organized into categories, with each category containing one or more defined periods. Categories can be applied to Financial Plans as needed, and an organization can maintain multiple categories to support different planning or reporting needs at the same time.

Context: Avoiding Overlapping or Incomplete Periods

Each period within a category should have a unique date range — overlapping periods create ambiguity in financial views and reporting. Categories should also be fully defined with all required periods, since missing periods can create gaps when displaying or reporting on financial data.

Context: Why Periods Should Not Change After Data Entry

After financial data has been entered or reported using a custom period category, changing period start dates, end dates, or names can shift historical data into incorrect periods and affect portfolio reporting. Periods should be designed around how the organization reviews, forecasts, and reports financials before they are put into use, since misaligned periods reduce comparability across plans and portfolios. Organizations using multiple time structures — for example, fiscal reporting and agile planning — should use separate categories rather than reusing a single category.

Step-by-Step: Configuring Custom Fiscal Periods in OnePlan

Task: Access Custom Fiscal Period Settings

Starting from within a Plan in OnePlan:

1. Go to the Financials tab at the top of the screen and select the ellipsis (…).
2. Select Configure.

3. Go to the General tab > Calendars.
4. Locate the Custom Periods section.

### Task: Create a Custom Period Category

Starting from the Custom Periods section:

1. Select Add Category (+) to open the Add New Category form.
2. Enter a Category Name (for example, FY 2026 Custom, PI Planning, or Release Cycles).
3. Select Save. The new category appears under Custom Periods.

You can create multiple categories to support different planning or reporting needs.

Task: Add Periods to a Category

Starting from the Custom Periods section with a category already created:

1. In the desired category row, select the Periods icon.
2. Select Add Period to open the Add Period form.
3. Enter a Period Name.
4. Select a Start Date.
5. Select an End Date.
6. Select Add.
7. Repeat these steps until all required periods are defined for the category.

Task: Use Custom Periods in a Financial Plan

Starting from the OnePlan front end with a category and its periods already configured:

1. Open a Financial Plan.
2. Open the Dates menu and select Period.
3. Select the desired Category.
4. Choose one or more Periods to display.
5. Select Apply. The Financial Plan calendar updates to display financial data using the selected custom periods.

Frequently Asked Questions: Custom Fiscal Periods in OnePlan

Q: Why can’t I see the Custom Periods settings in my OnePlan Financial Plan? A: Custom Periods are only available when financial data is configured at the Daily level. If you do not see this setting, contact your OnePlan representative to convert your financials to Daily.

Q: How do I add a custom fiscal period category in OnePlan? A: Go to Financials > (…) > Configure > Calendars, then in the Custom Periods section select Add Category (+), enter a Category Name, and select Save.

Q: Can I apply custom fiscal periods to more than one Financial Plan in OnePlan? A: Yes. A custom period category, once created, can be selected and applied to any Financial Plan by opening the Dates menu, selecting Period, choosing the Category and Periods, and selecting Apply.

Q: Is it safe to change a custom fiscal period’s start or end date after data has been entered? A: No. Changing a period’s start date, end date, or name after financial data has been entered or reported can shift historical data into the wrong period and affect portfolio reporting. Define periods carefully before entering data.

What to Do Next: After Configuring Custom Fiscal Periods

Get started with related tasks: - How to Configure Calendars for the Financial Plan in OnePlan - How to Configure a Normal Cost Type for the Financial Plan in OnePlan - How to Configure a Combined Cost Type for the Financial Plan in OnePlan

Learn about related topics: - How to Configure Advanced Settings for the Financial Plan in OnePlan - Financial Plan - Cost vs. Revenue