Calendar Groupings

Navigation: DATA Tab. Calendar Side Tab. 

Calendar Groupings make getting into new fiscal years easier. Calendar Groupings allows you to copy forward Quotas into subsequent calendars and avoid rebuilding Payment Rules at the start of each year. Grouping Calendars does not mean the build has to flow into subsequent years. Read Getting into the New Year and Effective Dating Payment Rules for more information into how to best utilize this functionality at the start of a new year. 

If you use Holds and Releases and want to carry hold balances over into the new year, Calendar Groupings will need to be created. 

Create a New Calendar and Assign it to a New or Existing Grouping

1. Navigate to Data>> Calendars.
2. Click the orange plus sign button. 
3. Select the Calendar Template that fits your new Calendar’s structure (Please note that only Calendars of the same template will be able to be grouped together). 
4. Name the Calendar. 
5. Select the Calendar Group. All existing Calendar Groups built on the same Calendar Template will appear as an option in the dropdown. If none appear or if you would like to create a new grouping Click +NEW CALENDAR GROUP. Then, name the Grouping and click the check sign. This new grouping will now appear as an option in the dropdown. 
6. Confirm the Calendar Start Date is accurate. Clicking into this field allows you to change the date. 
7. Click Save.

Edit Existing Groupings

Move calendars to new groupings and change the names of the groupings. 

1. Navigate to Data>> Calendars.
2. Click the ellipsis in line with any Calendar you have built. 
3. Select Calendar Group.
4. Click on the Calendar that you want to move to a new Grouping. 
5. A Calendar icon surrounded by dashed lines will appear in all groupings that this calendar can be added to. Click on the icon that is the location you want to place your highlight Calendar. 
6. If you would like to change the name of a grouping, click into the title and adjust the text. 
7. Exit out of the popup. 

Note: You can only group Calendars built from the same Calendar Template. You will not have the option to move Calendars to groupings built from different templates. 

Additionally, if you use Holds and Releases, the hold balances can carry over into following years within the grouping.