Selecting a Planning Period

Abstract

How to select a custom or predefined time period

By default, the Resource Planning view shows data for the current period. With the date picker, you can choose the exact range of days you want to view or select a predefined time period for quick viewing. 

The date picker at the top-left shows the displayed period. Use the and > arrows in it to navigate to a previous or next period.

Date_picker_box.png

Click on the date picker to open the calendar from where you can select a time period - either a custom range or a predefined period.

To select a custom time range:

  1. Pick the start date on the calendar to automatically update the From field, or enter a date directly in the field.

    Select custom time period
  2. Pick the end date on the calendar to automatically update the To field, or enter a date directly in the field.

  3. Click Apply. The Resource Planning view is updated to show this time period.

To select a predefined time period:

  1. On the right, select a predefined time period: Week, Month, Period, or Quarter.

    Planner_period.gif
  2. Select one of these options: LastCurrent, or Next.

    You can also enter a value in the Days box to define a custom Last or Next period.

    The calendar is updated to show these dates.

  3. Click Apply. The Resource Planning view is updated to show this time period.

To select a monthly period in another year:

  1. Click PERIODS > at the top-right.

  2. Navigate to a year, then a select the month that you want.

    Select monthly period from another year

    The calendar in the date picker is updated to show these dates.

  3. Click < BACK to return to the calendar.

  4. Click Apply. The Resource Planning view is updated to show this time period.