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 Guide > Periods > image2019-3-4_13-23-15.png

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.

ClosePlan Guide > Periods > periods add 2.png

ClosePlan Guide > Periods > periods name.png

Period settings can be updated anytime.

If you don´t mark the period as Active, it will be not shown in reports.

ClosePlan Guide > Periods > period edit.png

ClosePlan Guide > Periods > period delete.png