Update the current period

Throughout Axiom Strategy Management, you and other users interact with the system during a span of time referred to as the current period. The current period displays at the top right of the main Axiom Strategy Management pages.

The system administrator updates the current period when it is time to roll to the next period. The month used as the current period depends on your organization’s fiscal schedule.

IMPORTANT: Axiom Strategy Management uses measure data for the current period when calculating performance. Be aware that using an open fiscal period may cause the performance of some items to be inaccurately represented if measure data for those items has not been entered for the current period. We recommend using the most recent completed, closed fiscal period, if possible, so that the KPI icons accurately reflect the performance of your Perspectives, Objectives, and Initiatives.

NOTE: Other Axiom software products may have their own defined current periods. As used here, the current period applies to the Axiom Strategy Management system.

To update the Axiom Strategy Management current period:

  1. Ensure that all measure data has been recorded and, if applicable, approved, for the period you are rolling from.
  2. In the Navigation panel, click Admin > Settings.
  3. On the Settings page, click the System Settings tab if it is not already selected.

  4. Below the default name settings, from the SM Current Period drop-down, select the month and year. You can also search for the month and year by typing the month in the Type to search field. Add a comma after typing the name of the month, to view available years.

  5. Click Save.