Earned Value Management Configurations › Earned Value Reporting Periods › Edit Earned Value Reporting Periods

Edit Earned Value Reporting Periods

You can edit earned value reporting periods using the Earned Value Reporting Period: Update page. All of the fields that display on this page are the same fields that you defined when you first created the earned value reporting period.

To edit an earned value reporting period

1. Open the earned value reporting period.

   The Earned Value Reporting Period: Update page appears.

2. Edit the following general fields:

   Name

   Defines the reporting period's name.

   ID

   Defines the reporting period's unique identifier.

   Description

   Defines the reporting period's description.

   Active

   Indicates if this reporting period is active. When the reporting period is active, project managers can associate projects to it.

   Default: Selected

3. Select one of the following as the period type:

   Values: Weekly, Monthly, Quarterly, Annually

4. Define the reoccurrence of the selected period type:

   Weekly

   Frequency. Defines the weekly interval (range 1-52) and the day of the week (Sunday through Saturday) on which the period starts. For example, to define the reoccurrence to be every two weeks, enter 2, or to define it to be twice a year, enter 26.

   Default: Weekly on Sundays starting this Sunday.

   Monthly

   Frequency. Defines the monthly interval on which the period is to start. Choose to have the reoccurrence start on a specific day (range 1-31) each month, or choose to have the reoccurrence start at monthly intervals (First, Second, Third, Fourth, or Last) on a specific day of the week (Sunday through Saturday).

   Default: Monthly starting on the first day of the month.

   Quarterly

   First Quarter Starts. Defines the month (January through December) on which the period's first quarter is to start.

   Frequency. Defines the quarterly interval on which the period is to start. Choose to have the reoccurrence start on a specific day (range 1-31) of the month each quarter, or choose to have the reoccurrence start at quarterly intervals (First, Second, Third, Fourth, or Last) on a specific day of the week (Sunday through Saturday).

   Default: Quarterly starting on January 1

   Annually

   Every. Defines the month (January through December) on which the period is to start.

   Frequency. Defines the annual interval on which the period is to start. Choose to have the reoccurrence start on a specific day (range 1-31) of the month each year, or choose to have the reoccurrence start at annual intervals (First, Second, Third, Fourth, or Last) on a specific day of the week (Sunday through Saturday).

   Default: Annually starting on January 1

5. Click Submit.

   Your edits are saved.

More information:

Create Earned Value Reporting Periods

View a List of Earned Value Reporting Periods