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Question

Closed Fiscal Month - Allocation adds days in the closed months

  • January 30, 2025
  • 1 reply
  • 21 views

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When adding a staff member to task that spans the end of month - and the historic month is fiscally closed - it still seems to add the allocation - changing the past, supposedly locked, financial forecast.

 

Have I got how allocation works incorrect? Any tips?

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1 reply

Aayush
Planview Falcons
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  • Community Manager
  • May 20, 2025

Hello Owen, Once the financial year is locked, it cannot be modified. Could you please provide a bit more detail about what you're trying to achieve?