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Add custom reporting periods (deadlines) to a project

Add custom reporting periods (deadlines) to a project

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

Only Project Managers and Organisation Admins are allowed to add custom reporting periods.

  1. Access the Targets page of the project you want to create custom reporting periods for. One way to access the page is to

    1. Select Home from the top menu

    2. In the Projects box, select your projectr

    3. You arrive on the Project’s page

    4. Select the More Options button for that project

    5. Select Targets

  2. You arrive on the project’s Targets page

  3. There are two reporting options available at the top of the page - No deadlines and Add deadlines

  4. Select Add deadlines

  5. A column appears asking you to Add A Date/Deadline.

  6. Add the end date of your first reporting period by typing into the date window or by pressing the calendar icon

  7. Keep pressing the Add A Deadline button until you have added all the dates you need for your custom reporting periods

  8. Scroll to the bottom of the page and press save

  9. That's it. You have successfully added custom reporting periods to your project.

  10. You arrive on the Project page

  11. Now select Table view

  12. You will see your custom reporting periods

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