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The most common use case is the marking of fiscal quarter end dates.

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Access

  • ClosePlan Admin tab > Periods on the left panel menu

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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.

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Info

Period settings can be updated anytime. 

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Note

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


Edit a Period

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

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Delete a Period

  • Click on  by the period and Confirm your step.

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