ICM: YEAR END: Calendars ICM, ROSS

Calendar Updates in ICM, Ross 

ICM:  add 1 Year at a time in ALL calendars

1. Open calendar – Model Settings (Gier)    Option:  Calendars 

1. Locking Calendar
2. BEFORE YOU ADD the year,  you must add all the periods.
   1. these periods will drop into the last month of the last quarter of the last year.
   2. after they are all added, now create the new year and periods
      1. then move the periods to the proper place in the Year/Quarter/Month
3. More Options:     Edit     Add PeriodCopy and paste the period name click on the calendar End Date Next
   1. Add Period description
   2. Select the    E N D  date for the period you are adding.
   3. Hit   "Add"
   4. Latest period will show at the bottom
   5. Continue until the year is done
   6. 
4. NEXT - now you will see the Time Hierarchy
5. NOW add the year
6. add the year    ADD
7. add the Quarter  (highlight Year so it will add under that year)   ADD
    
8. Select the Quarter
   1. add each month in its proper Quarter;  until all the 12 months are added
   2. 
   3. Open the last quarter and the last month of the prior year
      1. this will have all the periods just recently added which are in the W R O N G  spot for now.
      2. Now you need to move them into their correct places
         1. Click and drag starting with Dec   2025-PAY 24 DEC (2)  drag and drop into   2024, 12 Dec
         2. repeat until all of the periods are in their proper places
      3. 
      4. 
      5. Now repeat for T001
      6. 

1. To Lock the last period

            Tools     Calendars

            T003 Locking Calendar              click on this                   Option:  Locking

                        Affected Items              Next

                        Change the last selected to 1 pay back              2017-Pay 01 Jan (1) è  2016-Pay 24 Dec (2)

                        Next

                        Summary          Action:  Unlocking period 2017-Pay 01 Jan (1)

                        Finish   Unlocking a period is an irreversible operation.   All adjustments for that period will be deleted.

                        Option: Calculate and Lock option

                        Activity:  Calendar ‘(T003) Locking Calendar’ is now locked through period ‘2016-Pay 24 Dec (2)’.

                        Run the export to make sure there were no changes

To UNlock the last period

            Tools     Calendars

            T003 Locking Calendar              click on this                   Option:  Locking

                        Affected Items              Next

                        Change to the pay to lock                      2017-Pay 02 Jan (2) è  2017-Pay 03 Feb (1)

                        Next

                        Summary          Action:  Unlocking period 2017-Pay 03 Feb (1)

                        Finish   Unlocking a period is an irreversible operation.   All adjustments for that period will be deleted.

                        Activity:  Calendar ‘(T003) Locking Calendar’ is now locked through period ‘2016-Pay 03 Feb (1)’.

ICM

Prd-ICM-01

Tools   Calendars

T001     EDIT     Add

T003     EDIT     Add

Name:   2015-Pay 02 Jan (2)

Period Start:      filled automatically

Period End:                   select from calendar – 15^th of the month    or   end of the month

Add each month

Tools     Calendars            Click on the Calendar  

Add Period                          I did not take the option to “Add Year”

Next

Click on “All Time”

Add        2017                       create a new top level – do not check this

Click on 2017

Add        2017, Quarter 1                2017, Quarter 2                 2017, Quarter 3                 2017, Quarter 4

It will keep the new calendar entries in the last group (2016, 12 Dec) until they are assigned to the new months

Click on 2017, Quarter 1

Add        2017, 01 Jan                       2017, 02 Feb                      2017, 03 Mar

ALL the new Pay periods will be in last year Dec. period:   2020,12 Dec 

Click and drag into the correct periods!!!

DO NOT ADD the Pay periods!!!   Instead drag and drop them – they are already in there, just in the wrong place!!!

Click on 2016, 12 Dec

Move Pay Periods into proper quarter   - look under the LAST month   2015, Quarter 4;  2015, Dec

Move each period out of last year’s Dec into proper place

Click and drag into proper period

FINISH