Periods

May 04, 2023

1 Using Periods
2 Access
- 2.1 Create a Period
- 2.2 Edit a Period
- 2.3 Delete a Period

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.