Define a Reporting Cycle

Reporting cycles are defined to create reporting periods which are used to plan and update progress on scope assignments and to store period performance for your activities.

Reporting cycles can be set to occur daily, weekly, semi-monthly, or monthly, depending on the reporting requirements for a project.

To define a reporting cycle:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Dictionaries, and then select Reporting Cycles.
In the Name field, enter a name for the reporting cycle.
Complete the following fields in the Period Pattern section:
- Period Frequency: Choose whether the reporting periods should be Daily, Weekly, Semi-Monthly, or Monthly.
  A daily cycle begins at 12 a.m. and ends at 11:59 p.m. A semi-monthly cycle includes days 1 through 15 in one period and days 16 through the end of the month in a subsequent period, except for February which ends on day 14 in the first period.
- Period End: Select the last day in the reporting period for the cycle when the Period Frequency is set to Weekly or Monthly.
  A monthly cycle ending with a Middle of the month setting will end on the 15th, except for February which ends on the 14th.
- Base Date: Select the date used as the starting point for generating the period start and end dates in the Period Preview section on this page.
- Prefix: Enter a prefix for the period naming convention label, which is used to distinguish individual time periods when viewing reporting cycles in a time phased view.
- Suffix: Enter a numerical suffix for the period naming convention label, which is used to distinguish individual time periods when viewing reporting cycles in a time phased view.
- Increment: Select a number to increment the suffix by in each period naming convention label, which is used to distinguish individual time periods when viewing reporting cycles in a time phased view.
Select Save.
In the Summary & Settings panel, select  Close.

Tips

A reporting cycle cannot be deleted if it is used by a project or inherited by a child workspace.

This setting is used in the following apps:

Schedule

Scope

Last Published Tuesday, May 21, 2024