Use the [ Periods ] and [ Period types ] lookups to manage forecast periods.
Note. The [ Periods ] and [ Period types ] lookups are not registered in Creatio by default. You need to register these lookups before they become available in the [ Lookups ] section. Learn more in the “Create new lookups” article.
To add a new period:
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Click
to open the System Designer. -
Open the [ Lookups ] section and find the [ Period types ] lookup.
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Click [ New ].
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Enter the name of a new period type, e.g., “Half-year”.
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Click
and save the changes. -
Open the [ Lookups ] section again and find the [ Periods ] lookup.
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Click [ View ] → [ Set up fields to display ] and add the “Period type” column to the section list. Click [ Save ].
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In the lookup list, click [ New ] and populate the name, period type, the start and end dates for the new period (Fig. 1).
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Add the missing periods up to the end of the current year. For example, with a period that is six months long, you will only need two periods.
As a result, new periods become available for your forecasts.
