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:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Dictionaries, and then select Reporting Cycles.
  4. Select Default for the reporting cycle that you want to be the default.
  5. Select Save.
  6. In the Summary & Settings panel, select Close.

This setting is used in the following apps:

Schedule
Scope