Filtering by Fiscal year

[Dale]

We are trying to create a view in Project Center that will only show those
projects that are within the current fiscal year. Is there any way to do
this on start and finish dates or do we need to establish a special code for
each fiscal year?

 

[Dale Howard [MVP]]

Dale (my namesake) --

When creating a custom Project Center view, the Filter section of the View
definition restricts you to filtering only on enterprise Project outline
codes. Because of this, I would recommend that you create a custom
enterprise Project outline code in the Enterprise Global file and call it
something like Fiscal Year. Ask your project managers to select a Fiscal
Year for each of their projects by clicking Project - Project Information.
When they save and publish their projects, you will be able to create custom
Project Center views that filter on the Fiscal Year outline code. Hope this
helps.

 

[Dale]

Thanks Dale and yes I see another Dale in the world.