Setup › Earned Value Reporting Periods › Edit Earned Value Reporting Periods

Edit Earned Value Reporting Periods

Follow these steps:

1. Open the earned value reporting period.

   The earned value reporting period properties page appears.

2. Edit the following fields:

   Name

   Defines the name for the earned value reporting period.

   Limits: 80

   Required: Yes

   ID

   Defines the unique identifier for the earned value reporting period.

   Limits: 16

   Required: Yes

   Description

   Defines the reporting period description.

   Active

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

   Default: Selected

   Period Type

   Defines the period type. Once you select a period type, define the recurrence of the selected period.

   Values:

   Weekly, Monthly, Quarterly, Annually

   • Weekly

     Frequency. Defines the weekly interval and the day of the week when the period starts.

     Example: Define the recurrence as every two weeks by entering 2, or define it as twice a year by entering 26.

     Interval Values: 1 - 52

     Day of the Week Values: Sunday through Saturday

     Default: Weekly on Sundays starting this Sunday.

   • Monthly

     Frequency. Defines the monthly interval when the period starts. The recurrence can start on a specific day each month, or start at monthly intervals on a specific day of the week.

     Day Interval Values: 1 - 31

     Interval Values: First, Second, Third, Fourth, or Last

     Day of the Week Values: Sunday through Saturday

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

   • Quarterly

     First Quarter Starts. Defines the month (January through December) when the first quarter starts.

     Frequency. Defines the quarterly interval for the period to start. The recurrence can start on a specific day of the month each quarter, or start at quarterly intervals on a specific day of the week.

     Day Interval Values: 1 - 31

     Interval Values: First, Second, Third, Fourth, or Last

     Day of the Week Values: Sunday through Saturday

     Default: Quarterly starting on January 1

   • Annually

     Every. Defines the month (January through December) when the period starts.

     Frequency. Defines the annual interval for the period to start. The recurrence can start on a specific day of the month each year, or start at annual intervals on a specific day of the week.

     Day Interval Values: 1 - 31

     Interval Values: First, Second, Third, Fourth, or Last

     Day of the Week Values: Sunday through Saturday

     Default: Annually starting on January 1

3. Save the changes.