Setting Up a Period Schedule
To set up a period schedule:
- Navigate to the Period Schedule Page
From the Period menu at the top of any project page, select Schedule Periods.
- From the Schedule Periods page, select the +Schedule Periods... button.
A Schedule Periods dialogue box opens.
- In the dialogue box, use the calendar widget to select a date for your first scheduled period.
- Select a time to end scheduled periods.
Either:
- Select the total number of periods to schedule
- Select a specific end date.
- Select Next.
- From the Period Start drop-down list, select when each period should begin.
- From the Period End drop-down list, select when each period should end.
- From the Initiate Periods drop-down list, select when to initiate and invite participants to a period.
If you choose to initiate periods on a specific day of the month, you will also need to manually enter the date in the available field.
- From the Periods Due drop-down list, select when you expect period participants to submit their progress claims.
If you choose a period due date on a specific day of the current or next month, you will also need to manually type the date of the day in the available field.
- From the Close Period drop-down list, select when to close a period for period participants.
If you choose to close periods on a specific day of the current or next month, you will also need to manually type the date of the day in the available field.
- Select Next.
- From the Included Subcontractors drop-down list, select which Subcontractors you would like to include in future, scheduled periods.
- From the Close for Subcontracts drop-down list, select whether the period will close automatically for Subcontractor period participants on your selected period close date.
- Select the Schedule button.
- The dialogue box closes and a message displays, confirming you successfully scheduled your periods.
- All scheduled periods display in a table on the Schedule Periods page.
- Five days before the initiation date, a period will shift to the Draft status. It will appear as drafted on the Period Home page until it is initiated.
Last Published Wednesday, July 10, 2024