> Defining Budget Periods

Based on information from the budget term, Datastream 7i displays each period as well as the period start date and the period end date. Edit this information as necessary.

   Enter period codes in a logical, continuous order. Avoid overlapping period dates and creating gaps between periods.

Follow these steps to define budget periods.

  1. Open the Budget terms form (UNYEAR).

  2. Query for the budget term for which to define periods.

  3. Click the Periods tab. Datastream 7i displays the Periods page.

  4. Period—Adjust this data, as necessary, e.g., use JUN as the first period instead of 1, JUL rather than 2, etc.

  5. Period start—Enter the period start date.

  6. Period end—Enter the period end date.

  7. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.