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.

Fields on the Change Planning Period dialog box

Running the Change Planning Period task

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

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Related topics:

• Planning Tasks
  • Change Planning Period
  • Change Reporting Week
  • Enter Forecast Environments
  • Enter Rooms Pre-Work
  • Import Forecast KBIs
  • Enter Input KBI Forecasts
  • Review Forecast Dynamic Spread (visible only in Advanced mode)
  • Generate Rooms Forecast
  • Generate Revenue Center Forecasts
  • Edit Revenue Center Forecast
  • Adjust Forecast Flow Patterns
  • Enter Share With Schedules
  • Generate Projected Hours
  • Reconcile Employees (Also found in Employee Maintenance)
  • Pre-Schedule Employees
  • Generate Schedules
  • Change Schedule State
  • Publish Schedules
  • Export Schedules
  • Enter Scheduled Hours