Fiscal Year Setting
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Janice Severt
Our company has a 52/53 week fiscal year and closes our fiscal months on a Saturday. A lot of our quarterly close processes are based on # of days after close, so the ability to load a fiscal calendar would be incredibly helpful in rolling forward our monthly and quarterly processes.
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Luci N.
Merged in a post:
Allow organization to define custom fiscal year
Allan Enriquez
Create an organization setting to allow a custom fiscal year. This ideally affects calculations related to quarters (i.e. Gantt chart, quarter view [currently calendar year only])
For example in the screenshot if our org's fiscal year is in April, what is labelled as Q1 is actually Q4 for our org
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Luci N.
Merged in a post:
Modify Fiscal Calendar
Stephanie Ackley
It is mildly infuriating to look at a Gannt Chart for our organization that is inaccurate in reflecting the fiscal quarters that WE live in (July-June). Each entity/business using ClickUp should be able to identify their fiscal calendar, and set it into motion, so that when you are looking at or reviewing your Gannt Chart, you don't have to preface conversation with "ClickUp doesn't allow us to modify the fiscal year, so Q3 is actually Q1, and we are in FY27".
This entire ClickUp platform is almost entirely customizable, but to not be able to set the fiscal calendar seems like an oversight.
Ryan MacAlmon (HPE)
Luci N. could you kindly check if these should be merged?
Luci N.
Ryan MacAlmon (HPE): Done! Thanks for sharing these Ryan!
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Merged in a post:
Modify Fiscal Calendar
Stephanie Ackley
It is mildly infuriating to look at a Gannt Chart for our organization that is inaccurate in reflecting the fiscal quarters that WE live in (July-June). Each entity/business using ClickUp should be able to identify their fiscal calendar, and set it into motion, so that when you are looking at or reviewing your Gannt Chart, you don't have to preface conversation with "ClickUp doesn't allow us to modify the fiscal year, so Q3 is actually Q1, and we are in FY27".
This entire ClickUp platform is almost entirely customizable, but to not be able to set the fiscal calendar seems like an oversight.
Thierry Bechard
Yes please. Our financial years spans from July to June and Q1 is Jul to Sep. So when we use the Gantt chart, the quarters are appear on top, but they are the calendar year quarters and it creates a lot of confusion, making the Gantt chart unusable. This is extremely frustrating.
Christophe Caron
This is a major issue for Canadian Non-For-Profit organizations. All Government-funded NFP in Canada all their financial year start on April 1st. When using charts for quarterly reports, this does not work at all as you can imagine, since current Q1 starts on Jan 1. ClickUp is a fantastic tool to collect data for gov reporting so this is a big frustration for me and many other colleagues across Canada. This would be convenient to have at a Space level and Workspace level too (along with making it possible to change it in the Organization settings).
Zoe Macfarlane
Australian Fiscal Year or Fiscal year based on regional settings or at the Space Level would be great. Didnt realise how varied it was. But would be keen for a Aussie 1 July to 30 June FY reference in date selections, GANTT views etc. https://en.wikipedia.org/wiki/Fiscal_year
Luci N.
Merged in a post:
Allow custom Fiscal Year for Workspace
Casey Gould
Nice to have:
My company uses an adjusted fiscal year that kicks off October 1. It would be AMAZING to be able to set that at a workspace level and have fiscal quarters and fiscal year weeks update accordingly.
Ryan MacAlmon (HPE)
I echo what Stacy King is saying, we run Nov - Oct. Smartsheet allowed us to to do this. This should be set at the Workspace level
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Stacy King
We follow a October-September fiscal year and our goals are tied to those dates and weeks out. Would be extremely helpful to have this flexibility.
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