Full disclaimer: We are relatively new on our Apptio journey.
I'm looking for input from anyone who may have been in a similar situation in regards to changes to the organizations fiscal calendar. Support has been rather unhelpful when asking questions in regards to custom calendars, so I'm looking to the community for guidance / recommendations.
As we went through our initial load of our budget into ITP earlier this year, we decided to keep the standard calendar year. We were managing multiple budgets (multiple legal entities) who are operating on different fiscal calendars (4-4-5 vs calendar year). The intent is to eventually align all legal entities on to a standard calendar year, however this is several years away from happening. Due to this fact, we decided to keep the standard calendar in ITP. This caused calculation issues for our entity operating on the 4-4-5 calendar.
Fast forward to this budget cycle, we've consolidated all the budgets at each entity into a single budget owned by the entity operating on the 4-4-5 calendar. We now believe we should switch to a custom calendar to accommodate. As I understand, we need a new ITP tenant, with the custom calendar enabled.
Do we retain both the old and new ITP tenant, or does the new tenant replace the old one? What happens to the old tenant's plan & reference data?Given the fact that we ultimately will be moving away from the 4-4-5 calendar in a few years, do we need to take that into account when we create the new tenant / before we make the switch to a custom calendar? From what I found on the help center, Apptio recommends we build out 30 years of custom calendar dates, but only requires 7. I anticipate/hope we will make the switch from 4-4-5 to a regular calendar in less than 7 years. Obviously, we can make changes/updates to the custom calendar, but this does not update the calendar for existing plans. We only create budgets for 1 year in advance. Assuming the custom calendar is entered correctly, I believe this becomes a non-issue.
Once we decide when we are going to migrate to a standard calendar year, can I just change the custom calendar to reflect a standard calendar year?Any input / feedback would be greatly appreciated.
#ApptioPlanning(ITP/ITFMF)