How do I work with multi-year tactics?

Short Description Tactics can span multiple fiscal years up to a 10-year limit. This article covers how to set up multi-year tactics and what to watch for.

What this article answers

How to create a tactic that crosses fiscal years.
The 10-year limit and how Hive9 enforces it.
How costs allocate across years.

The short answer

Hive9 supports tactics, plans, and other objects spanning up to 10 calendar years. To make a tactic multi-year, just set its Start Date and End Date across the fiscal year boundary.

Setting up a multi-year tactic

Open the parent Program.
Click Add Tactic.
Set the Start Date in one fiscal year and the End Date in a later year.
Configure cost and Line Items normally.
Save.

Hive9 doesn't treat multi-year tactics specially — they're regular Tactics with a longer date range.

How costs allocate across years

Multi-year tactics typically use Line Items to break the cost down by month, quarter, or fiscal year. Use the allocation method that fits your finance team's reporting:

Custom — exact amount per period.
Evenly — split across all periods in the range.
First or Last — full amount in the first or last period.

Reports and roll-ups respect the Line Item allocations — a tactic spanning two fiscal years contributes to each year's roll-up totals based on the Line Item amounts in that year.

The 10-year limit

Hive9 enforces a maximum date range of 10 calendar years on plan objects. If you try to set a tactic's date range beyond that, Hive9 will block the save.

If you need a longer planning horizon, you have two options:

Split the tactic into two or more tactics, each within 10 years.
Discuss with your CSM whether the 10-year limit can be revisited for your use case.

Parent date ranges and multi-year children

If your instance has Auto-shrink date range to fit child activities turned on:

Adding a tactic that extends beyond the parent Program's date range will auto-expand the parent's range.
Removing or shortening tactics may auto-shrink the parent's range.

If the option is off, the parent's range must already encompass the tactic's range — Hive9 will block the save otherwise.

Common questions

Does a multi-year tactic count against multiple Plan years? Yes — its costs and performance allocate by Line Item to whichever year the period falls in.

Can I see only this year's portion of a multi-year tactic on the Plan Grid? Apply a Year filter on the Filter Panel. The grid then shows the tactic but its rolled-up costs reflect only the filtered year's Line Items.

Does multi-year work for Line Items too? Line Items inherit their range from the parent Tactic. They can use any allocation method to distribute cost across the periods in the range.

Will reports treat a multi-year tactic correctly? Reports respect Line Item allocations. A tactic with $30K split as Jul–Dec Year1 ($20K) and Jan–Jun Year2 ($10K) will show $20K in Year1 reports and $10K in Year2 reports.