Fiscal calendar setup for Investment Funding

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.

    Based on the fiscal calendar setup, you can then set the funding frequency that aligns with the funding cycles your organization uses, such as monthly or quarterly, for fund requests and allocations.

    Note:
    Once you allocate or request funds for investments for a fiscal period, you cannot change to another fiscal calendar type.

    For information about fiscal calendars, see Defining fiscal calendars.

    For information about how to generate a fiscal calendar, see Generate a fiscal calendar.