If you want to report progress towards Progress Trackers using custom reporting periods rather than standardised ones (weekly, monthly, calendar quarterly, calendar annually) you can do so by adding custom reporting periods to a project.
Watch the walkthrough video
https://www.loom.com/share/f5c9f97912d049d6851c9a14d77a6e7e
Steps
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Only Project Managers and Organisation Admins are allowed to add custom reporting periods. |
Access the Targets page of the project you want to create custom reporting periods for. One way to access the page is to
Select
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Home from the top menu
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In the Projects box, select your projectr
You arrive on the
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Project’s page
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Find the project that you want to set targets for
Select the More Options button for that project
Select Targets
You arrive on the project’s Targets page
There are two reporting options available at the top of the page
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- No
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deadlines and Add deadlines
Select Add deadlines
A column appears asking you to Add A Date/Deadline.
Add the end date of your first reporting period by typing into the date window or by pressing the calendar icon
Keep pressing the Add A Deadline button until you have added all the dates you need for your custom reporting periods
Scroll to the bottom of the page and press save
That's it. You have successfully added custom reporting periods to your project.
You arrive on the Project page
Now select Table view
You will see your custom reporting periods
Related articles
Add a custom Year Start Date for annual reporting periods (the default Year Start Date is 1st January)