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The Change Planning Period task is a process that closes the current planning period and rolls the date forward so you can begin planning the coming week. Planning Period dates are determined by the Planning Period Type you selected. After you have input actuals for the seven days of the current forecasting period, transferred Time Clock Hours for each day, and generated standard hours for each day, you are ready to close the previous Planning Period and open a new period.
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Fields on the Change Planning Period dialog box
Field | Description |
Date range drop-down list | Select a planning period. |
OK | Changes the planning period. |
Cancel | Cancels the process of changing the planning period. |
Running the Change Planning Period task
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