Periods are a core concept in Phocas. Read the Phocas basics > Periods page to learn more about the Period menu in Phocas and the different types of periods.
When creating a budget, the available Period type options depend on the period types that were added to the underlying database by the Phocas Implementations team or your administrator. Typically, you can select either a monthly Monthly or yearly Yearly period type . If your organization uses custom periods in Phocas, you but you might also have the option to select a custom Custom period type. For example, you might want to create a quarterly budget or one based on a 4-4-5 calendar.
When you select the Custom option from the Period Type list, a new setting displays, allowing you to select the specific custom period to use in the budget, as illustrated in the following image.
and specify the start and end dates.
