Line items can span more than one fiscal year, and the carry-over feature moves unspent amounts into the next FY. Here's how both work.
When you need a multi-year line item
Multi-year line items are common for:
- Long-term vendor contracts that span fiscal years.
- Multi-year marketing programs or initiatives.
- Capital-style investments realized over several years.
The alternative — creating a new line item each FY — loses the connection to the original plan and makes reporting across years harder.
How multi-year line items are structured
A multi-year line item is tied to a parent Activity Plan but has its planned spend distributed across more than one fiscal year's time period. The grid shows all applicable periods. The line item's total is the sum across all years.
The carry-over feature
The carry-over feature handles amounts that were planned in one FY but not actually spent. During rollover, these unspent amounts can be rolled forward into the next FY — either as additional planned amount, or as a reference for reporting.
Carry-over is not automatic by default — it's configured per account, and often per cost center. Some accounts opt specific cost centers into carry-over while others don't. Your admin or CSM configures which items carry over.
How to tell if a line item is multi-year or has carry-over
Open the Line Item's detail panel. Multi-year items will show time periods extending beyond the current FY. Carry-over items are typically flagged in a dedicated field — the exact label varies by account configuration.
Managing carry-over at rollover time
The decision of what carries over and what doesn't is made during the annual rollover. If your team needs to change carry-over rules for the new FY, raise it with your CSM before the rollover kicks off.
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