Using Periods

Period settings enable the marking of define important dates in the Gantt timeline report in Playbook.

The most common use case is the marking of fiscal quarter end dates.

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Access

• ClosePlan Admin tab > Periods on the left panel menu

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Create a Period

• Click Image Modified
• Enter the Period name and select the Date from the calendarImage Modifiedicon.
• Click on the Color button and choose the color you would like to display in Gantt.
• Click the Active checkmark box to make the period visible immediately and save it.

...

• Click onby the period.
• Make your changes and  save it.

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Delete a Period

• Click on Image Modified by the period and Confirm your step.