Managing Accounting Playbooks Overview

You can use the Manage Accounting Playbooks page to manage your period close and year end activities.

The links in the Navigation section enable you to open the pages that are relevant to your role.

Actions

The Actions component enables you to create playbooks and templates, and replace users whenever required. For more information, see:

Count cards provide you with information to highlight important details about your playbooks and tasks.

The following count cards are available from the Period End Playbooks page:

Name	Description
My Active Playbooks	The number of active playbooks owned by you. Here the user is the playbook owner. The current date of the playbooks is between the start date and the due date of the playbooks.
My Active Tasks	The number of active tasks currently assigned to you. Here the user is the assignee of the active tasks and the tasks are of active playbooks.
My Overdue Playbooks	The number of overdue playbooks you own. Here the user is the playbook owner.
My Overdue Tasks	The number of overdue tasks currently assigned to you. Here the user is the assignee.

The Playbook Task Portfolio Grid component enables you to view all playbook tasks in a list.

The Playbook Task Portfolio Calendar enables you to view all playbook tasks in a calendar.

To access and use various actions on the Manage Accounting Playbooks page, ensure that the relevant permission sets are assigned: