Periods
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 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.
Periods must be marked as Active to be 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.