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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
A top-level HCL® Marketing Operations account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.
Because accounts can span multiple fiscal years, you can select a year in which to view the account information.

Selecting the fiscal year to view

Because accounts can span multiple fiscal years, you can select a year in which to view the account information.

About this task

Your Marketing Operations administrator configures your fiscal year to the month that you want your account fiscal year to begin. For more information, see the HCL® Marketing Operations Administrator's Guide.

Procedure

From the Account Summary drop-down list, select the fiscal year to view.

You can choose from the current year and the following two years. If budget or invoice line items draw from the account in other years, those years also appear in the list.