Using Periods

Periods 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 calendaricon.
• 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.

Edit a Period

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

Delete a Period

• Click on  by the period and Confirm your step.