Add a Reporting Calendar

Reporting calendars are added to an existing base calendar structure.

1. Select Project Data > Calendars in the Navigation Menu. The Manage Calendars tab window displays.
2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the calendar structure you want from the list.
3. Select the Periods tab and then select the Reporting Sets tab.
4. In the top left pane that lists the Reporting Set numbers and Descriptions, click on a new row. A Set number and default Description is automatically added.
5. Click Save in the Ribbon Menu.
6. Select your new row and modify the Description as desired.
7. In the right pane list of Periods, set the Flag to Fixed from the dropdown for each period end grouping. For example, if you want to set quarterly calendar groups for each year, select March, June, September, and December and set the Flag to Fixed for those months. If you want to set annual calendar groups for each year, select December and set the Flag to Fixed for that month.
8. Enter a Label for each calendar grouping. For example, for the year 2020 quarters, you could enter "Q1 2020", "Q2 2020", "Q3 2020", and "Q4 2020" as the labels. Report outputs use the label you enter here.
9. Click Save in the Ribbon Menu.
10. Optional. Close the Manage Calendars tab.