Lock the reporting and progress entry period (schedule sheet level only)

You can prevent users from entering or modifying progress data entries made prior to the current week or the current month. These selections allow you to control the activity and resource data entered on the Activity Progress window. See Entering Progress in the Activity Progress Window for details.

To specify a restriction on data entry or reporting for progress data

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, click Schedule Manager > Schedule Sheets.
  3. In the Schedule Sheets log, select a schedule sheet and click Open.
  4. From the File menu, select Budget and Progress Setup > Schedule Sheet.
  5. Under the Additional Options section, in the Reporting Period field, select Week or Month.

    If there is an activity calendar specified, that calendar affects the reporting period for these options.

  6. Select the Do not allow progress entry older than current period check box.

    This check box works in conjunction with Reporting Period that you select. If you select Week as the reporting period, users cannot enter or modify progress entered prior to current week; if you select Month as the reporting period, users cannot enter or modify progress entered prior to current month.

    In addition, you can select Allow editing of last period progress and specify a number of working days into the current period. Selecting this option allows users to modify progress of the last period (based on the reporting period) until a specified number of days into the current period.

  7. Click OK.

Last Published Sunday, July 20, 2025