This guide provides instructions for MDFM editors on how to create and lock global periods in the MDFM when rolling forward a report. Creating a new period allows you to roll forward your data and reports, while locking a period ensures that historical report data cannot be altered.
Add a New Global Period Walkthrough
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Step-by-Step Instructions
- From the MDFM, select Admin.
- Select Dimensions.
- Open the Global Periods menu.
- Select the Edit (pencil) icon for Periods.
- Click the Plus (+) to add a new Global Period.
- Enter the next year in the Name column.
Note: The Locked column will have a blue square in it. The period will not be locked unless you check the box.
- Enter the next year in the Code column.
- Select the Save (Floppy Disk) icon to save your period.
Note: The Period may be at the bottom of the list after creation. Drag and drop the row to reorder as necessary.
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