Using the Fiscal Master Calendar

The Fiscal Master Calendar is displayed.

The calendar defaults to displaying the current date in the monthly calendar format. The Back   [<] and Forward   [>] buttons are located above the calendar on the left side. These are used to move the current view in the corresponding direction.

Example shown here: double-click the Forward  [>] button.

The calendar has skipped forward two months.

The calendar will move the number of times either arrow is clicked. To return to today's date, click the today button.

To view information in the weekly format, click the week button.

The current week of the Fiscal Master Calendar is displayed. The current date is marked by a yellow background.

To view the details of a calendar item, click the corresponding calendar entry.

Example shown here: click the Payroll Encumbrances updated in Financial event on Wed 10/16.

A calendar pop-up window is displayed for the selected item. This window contains the Responsible Group, Action taken, Target Date and Completed Date for the selected item.

Click the  Close [X]  button to return to the calendar.

The weekly calendar is displayed again.

To view the daily calendar, click the  day  button.

The Event table can be filtered by multiple criteria.

To add a filter, click the Add filters button.

The Add Filters pop-up window is displayed. 

Click the first drop-down list to change the filter.

A list of possible filters is displayed. Click to select the appropriate filter from the list.  

Example shown here: Responsible Group option.

The next drop-down list is used to determine the relationship between returned data. 

To filter the selected column, click the dropdown list.

A list of options is displayed.  Select the appropriate item to be applied.

Example shown here: " is ".

To select which financial event to filter,

click the third dropdown list.

The financial event list is displayed. Select the appropriate item from the list.

Note: List items change depending on the responsible group value chosen.

Example shown here:click Accounting - Monthend Close.

Once the appropriate information is displayed on the Add Filter pop-up, click the Submit button.

The Export Data pop-up window is displayed.

The two formats that you can select are Commas (.csv) (which opens in Excel) and Tabs (.txt) (which opens in Notepad).

To open an Excel file, click the Commas (.csv) link.

The Bulleted Calendar displays financial events in a bulleted day-by-day format. The Bulleted Calendar can display by month, week and day like the main Fiscal Master Calendar.

To view a bulleted item's details, click the corresponding event title.    

Example shown here: click the Pay Period Start Date (9OB2) event on Sunday, October 6. 

The calendar pop-up window displays along with the corresponding details.

Once the information has been reviewed, click the Close [X] button.

The Calculated Bar Chart is located below the Bulleted Calendar (if necessary, scroll down to view). The Calculated Month bar chart displays events in a given month by Responsible Group .

Events for a responsible group can be viewed by clicking the corresponding colored bar.

Example shown here, click the 2019-12 Payroll bar.

The Bar Report Records page is displayed. 

Click the Responsible Group header to sort data by that column.

The data is sorted by the Responsible Group column in ascending (A-Z) order.

Click the Target Date header to sort by that column.

The data is sorted by the Target Date in ascending order (first day of the month to last). 

To switch from ascending to descending order, click the Target Date header again.

Note : Multiple clicks to any column will switch between ascending and descending order.

Once data has been reviewed, click the Close [X]  button.

The Fiscal Master Calendar page is displayed (if necessary, scroll to the top of the page).

To add the Fiscal Master Calendar to Outlook, click the Download Events link.

Note: In some third party calendar programs, such as Outlook, events may display multiple times. This is a known issue on the software vendor side that is being resolved. Google and Apple calendars do not have this issue.

The system file pop-up window is displayed. Follow the system prompts to open the generated file with Microsoft Outlook. 

Click the OK button.