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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
- In the toolbar, click the Main Menu icon (
). - From the drop-down list, under the Labor section, select Planning.
The Planning screen appears in a separate tab. - Click In the Change Planning Period row, click Open/Change next to Change Planning Period in the task list.
The Change Planning Period dialog box appears. - Select the appropriate date range.
- Click OK.
The dialog box closes. Verify that the dates changed in the Status column.
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