Add Trading Periods to Fiscal Year

Created by Ivy Thompson, Modified on Fri, 28 Feb at 12:20 PM by Ivy Thompson

Begin setting up trading periods by defining the dates, making them ready to use as search filters in Asset Availability.



Start creating the Trading groups

1. Go to Admin > Trading Periods Click the 'Add Trading Period' button or Click an existing trading period

2. After naming your Trading Periods, starting adding your start and end dates



3. Continue the process until you start building out all trading periods for your Trading Group.




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