Using Periods
Period define 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 and Gantt view.
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.
