---
schema_version: "1"
id: c2c55d5cdc6e8f4e47d32f178b72aae1112696091f5b98cc5928815fae43e079
title: Customize the Fiscal Year Structure
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_cfy_customize.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_cfy_customize.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4020ea189b94d1ae4dd15c521267e0a5ea3d6f0964e8ea0bfab2c6b44ea300af
description: If your custom fiscal year needs a different structure than one available from the templates, modify the details of your custom fiscal year definition.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Customize the Fiscal Year Structure

If your custom fiscal year needs a different structure than one available from the templates, modify the details of your custom fiscal year definition.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions except for <strong>Database.com</strong>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d145341e67">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d145341e67 ">To define or edit fiscal years:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d145341e67 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-setup-264-0-0-production-enus/6f21df35-9ea0-4f53-ac94-45c3b5dfd5bc/images/icon_warning.png)

Warning Changing the length of a fiscal year has an impact on forecasting and reporting. For detailed information on the impact, see [Define Your Fiscal Year](https://help.salesforce.com/s/articleView?id=xcloud.admin_about_cfy.htm&release=264.0.0&type=5).

If you want to return to a fiscal year template, select a template from the Reset Fiscal Year Structure drop-down list. However, resetting the fiscal year structure to a template removes all the customizations you made to the fiscal year.

You can easily add or remove fiscal periods (such as quarters, periods, or weeks) from the fiscal year structure.

1. From Setup, click **Company Profile** | **Fiscal Year**.
2. Click **Edit** for the fiscal year you want to edit.
3. If it is not already expanded, expand the **Advanced Customization** section.
4. At this point you can add and remove fiscal periods, and change the length of fiscal periods.
    - To add a new fiscal period, select the checkbox for the period before the new period, then click **Insert**.
        
        For example, to add a quarter, and you want it to be the second quarter, select the checkbox for the first quarter. The maximum number of fiscal periods is 250.
    - To remove a fiscal period, select the checkbox for the period you want to delete, then click **Delete**.
        
        You must have at least one quarter, one period, and one week. If you delete a fiscal period or quarter, you delete forecast adjustments and quotas for that period or quarter.
    - To change the length of a fiscal period, choose the length from the **Duration** drop-down list for the fiscal week.
        
        To change the duration of a fiscal period or quarter, insert or delete weeks, or change the length of weeks that compose the period or quarter.
5. After you have customized your fiscal year, preview the fiscal year definition.
6. Save your work.