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Custom Fiscal Year Quarterly Timeline?

Richard Muffler February 3, 2023

When setting up a timeline view broken down into quarters, is there a way to customize the months in each quarter so that they are based upon our organization's fiscal year?

3 answers

2 votes
Rohan Swami
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
February 6, 2023

Hi @Richard Muffler I think @Jeny Stoeva's workaround is probably the best option but if you're looking to group by another field as well, it won't work too well. We'll keep this in mind for future timeline view improvements as we have heard from many customers that they need more flexibility for the time axis.

Michelle Grady February 8, 2023

Our organization also has a need to customize the date field. I really like the ability of setting fuzzy dates until it progresses more, but often times while using this tool and talking about quarters questions like "are we talking about our (company) fiscal quarters/year or calendar quarters?" come up.

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Julie Daniel August 4, 2023

Our organisation would also benefit from being able to customise the quarters outside of the standard calendar quarters.

2 votes
Jeny Stoeva February 6, 2023

Hi @Richard Muffler ,

I am not sure there is a straight forward way to do what you want but here is a suggestion which might work for you.

You can create a custom field e.g. "Fiscal" which have values reflecting your fiscal quarters and then you can use this field to group your tickets in the Plan view so you can achieve another level of organisation.

Screenshot 2023-02-06 at 10.31.07.png

Richard Muffler February 6, 2023

I appreciate your suggestion. We are using the Group by to show what Theme each idea applies towards achieving.

1 vote
Amanda Manley
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February 6, 2024

yes! came here to ask for this!

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