Timeframes and fiscal years

Most pages show figures for one period at a time. The timeframe control at the top right of the page sets its length:

• Month, Quarter and Year: one fiscal month, quarter or year.
• 3-Year: the previous, current and next fiscal years together.
• Lifetime: a project from start to finish. Only on project pages.

The arrows either side step back or forward one period at a time, and the selected button names the period you're looking at, such as Quarter (Q3 2026).

When you move between pages, the selected timeframe and period come with you. Looking at Q2 on the Dashboard and then opening Expenses shows Q2's expenses.

Periods follow your organization's fiscal year. When it starts in January, periods use calendar labels such as 2026 and Q1 2026. When it starts in another month, they use fiscal labels such as FY26 and Q1 FY26, and Q1 begins in that month.

A recurring expense counts once for each occurrence inside the period, so a $1,000 monthly bill shows as $3,000 in a quarter. A recurring expense with no end date keeps going, up to five years ahead of today.

Labor is spread month by month. A 50% allocation for six months adds half the person's monthly rate to the project in each of those months, so any period shows only its own share.