Setting up the Fiscal Year

Prerequisites:ClosedNo planning elements or other data have been created.

  1. Starting from the top navigation, click > Planner > Settings > Year.

  2. In the Change Starting Month area, select the month in which your fiscal year begins from the dropdown list.

  3. Click Change Starting Month.

You have changed the starting month for the fiscal year. You can no longer change the starting month once you add data to the Marketing Planner.