Assign a Default Reporting Period
If several projects within a workspace will use the same reporting cycle, you can set a default reporting cycle for all new projects within the workspace to inherit. This can be changed at the project level.
To assign a default reporting period:
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select Dictionaries, and then select Reporting Cycles.
- Select Default for the reporting cycle that you want to be the default.
- Select Save.
This setting is used in the following apps:
Schedule |
Scope |
Last Published Tuesday, November 19, 2024