Periods

Owned by Anna Madajova
Last updated: May 04, 2023 by David Depman
1 min read

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.

          

          

Period settings can be updated anytime. 

Periods must be marked as Active to be shown in reports and Gantt view. 


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.