Using Periods
Period settings enable the marking of important dates in the Gantt timeline report in Playbook.
The most common use case is the marking of fiscal quarter end dates.
Access
- ClosePlan Admin tab > Periods on the left panel menu
Create a Period
- Click
- Enter the Period name and select the Date from the calendar
icon. - 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.
Period settings can be updated anytime.
If you don´t mark the period as Active, it will be not shown in reports.
Edit a Period
- Click on
by the period. - Make your changes and save it.
Delete a Period
- Click on
by the period and Confirm your step.
