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How to increase years in "Jump To" field in Financial Summary Section

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PPMRam
Collector

How to increase years in "Jump To" field in Financial Summary Section

Hi,

 

In FInancial Summary section, there is drop down field "Jump To". At present it is hsowing the years from 2009 to 2016. We know that it will display the years like past 2 years and future 5 years. We need to increase the years to display the years up to 2018. Is there any way we can increase up to 2018. Is there any setting for this.

 

 

Thanks

Shravan

7 REPLIES
Celil
Esteemed Contributor

Re: How to increase years in "Jump To" field in Financial Summary Section

Hi,

 

1) First of all you must create these periods. There are two ways:

 

Way1) run kGenFiscalPeriods. for example: sh ./kGenFiscalPeriods.sh commit -startYear 2007 -endYear 2025.

Note that:

  • If part or all of the specified range of fiscal years exists, the existing range is not regenerated.
  • The cumulative set of generated time periods cannot exceed 65 years (up to 15years in the past and up to 50 years in the future).

Way2) If you use PPM9.1 you can use Administration Console to change fiscal period:

From the menu bar, select Open > Administration > Open > Administration > Administration Console. In the left panel of the Administration Console, expand the Administration Task section, and then select Generate fiscal periods.

 

2) You should change period range from parameters of server.conf which is located in the <PPM_Home> directory. There are two way:


Way1) edit server.conf and add/change below parameters:

NUMBER_OF_FUTURE_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY = what you want to (default: 5)

NUMBER_OF_PAST_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY = what you want to (default: 2)

Note that parameter names must have the prefix com.kintana.core.server.

After these changes, you must restart PPM server.

 

Way2) If you use PPM9.1 you can use Administration Console to change these parameters. From the menu bar, select Open > Administration > Open > Administration > Administration Console. In the left panel of the Administration Console, expand the Administration Task section, and then select Application Configuration. In the right panel write "fiscal" keyword in textbox at the top of Description field. You will see these two parameters. You can change values than click save.

 

Celil

 


Celil

IT Governance Professional
& PPM Solution Architect
PPMRam
Collector

Re: How to increase years in "Jump To" field in Financial Summary Section

Hi,

            Is the Mentioned parameters are applicable to this PPM 8.0 ?. Because we are using PPM 8.0 SP2 version, Sunsolaris Operating System.

         

            Even though we are applied the parameters in the server.con of PPM 8.0, as you mentioned.

com.kintana.core.server.NUMBER_OF_FUTURE_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY = 7

com.kintana.core.server.NUMBER_OF_PAST_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY=2

But we are not seen the changes.

     

    Please let me know whether these parameters are applicable to PPM8.0 or Not  .If not suggest the suitable information which i mention above.

 

Thanks

Shravan,

 

Celil
Esteemed Contributor

Re: How to increase years in "Jump To" field in Financial Summary Section

Please follow this procedure:

  1. Please also apply step1-way1.
  2. close PPM server.
  3. run kUpdateHTML.sh
  4. run PPM server.

PS: these server.conf parameters are not mentioned in HP books. But 9.1 Administration Consol show it. I think these parameters are applicable for PPM8. This is worth a try.

 

Celil

Celil

IT Governance Professional
& PPM Solution Architect
Celil
Esteemed Contributor

Re: How to increase years in "Jump To" field in Financial Summary Section

Hi Shravan,  Is it OK?

Celil

IT Governance Professional
& PPM Solution Architect
Utkarsh_Mishra
Honored Contributor

Re: How to increase years in "Jump To" field in Financial Summary Section

Hi PPMRam

 

You need to modify this validation from back-end to get your desired result i.e. in Jump to field

 

 Validation Name  - “FM_FISCAL_YEARS

 
SQL that need to be modified - 
select pp.fiscal_period_id, pp.long_name from ppm_fiscal_periods pp
where pp.period_type =6 and to_number(pp.long_name) >= (select to_number(p.long_name)-2 from ppm_fiscal_periods p where period_type=6 and p.start_date <= sysdate and p.end_date >= sysdate)
and to_number(pp.long_name) <= (select to_number(p.long_name)+5 from ppm_fiscal_periods p where period_type=6 and p.start_date <= sysdate and p.end_date >= sysdate)  order by pp.start_date

 

Cheers..
Utkarsh Mishra

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ppm914
Super Collector

Re: How to increase years in "Jump To" field in Financial Summary Section

Thanks Utkarsh.

Updating the sql allowed us to display past 5 years. But, I was wondering if this validation is referenced else where; just wanted to undersatnd impact before making this change in Production.

 

Thanks!

 

Utkarsh_Mishra
Honored Contributor

Re: How to increase years in "Jump To" field in Financial Summary Section

If you are on version 9.x then HP has these as server.conf parameters, simply set these. You need to add below parameters with you required limit.

 

NUMBER_OF_PAST_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY
NUMBER_OF_FUTURE_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY

Cheers..
Utkarsh Mishra

-- Remember to give Kudos to answers! (click the KUDOS star)
//Add this to "OnDomLoad" event