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Editing planning cycles

You can edit a planning cycle to change its name, description, start date, and reporting currency.

Note

You can only change the start date if the planning cycle has not been activated. See, Activating a planning cycle scenario. When you change the start date, we'll re-run coin sort, recalculate your prior year actual sales values, and clear any quota allocation and adjustments you may have made.

  1. On the Planning cycles home page, click the more options menu dots-three-vertical.png on the planning cycle you want to edit.

  2. Click Edit.

  3. Edit the planning cycle details as required.

  4. Click Update.