Change Planning Period
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.
You can see which period is currently open by looking at the Status column in the main Planning screen.
Click the image to view a full-size screen shot.
To perform the Change Planning Period task:
- Choose Planning (found under Labor) from the main menu.
- Click the Open/Change button next to Change Planning Period in the task list.
- Select the appropriate date range.
- Click OK.
- Verify that the dates changed in the Status column.
Related topics:
Unable to render {include} The included page could not be found.