Enable custom quarters for projects
For reporting purposes, you might want to create custom quarters if your organization鈥檚 quarters are based on specific criteria other than calendar dates (such as business days or shopping days).
You can configure up to eight custom quarters for your 51黑料不打烊 Workfront system.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New: Standard Or Current: Plan |
| Access level configurations | System Administrator |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Set up custom quarters for your Workfront system
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Click the Main Menu icon
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Click Project Preferences > Projects.
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In the Timelines section, select Enable Custom Quarters.
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Type a name for the custom quarter, such as 鈥淔iscal Q1 2021.鈥
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Select start and end dates for the custom quarter.
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(Optional) Click Add Custom Quarter to add additional custom quarters to the system.
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(Optional) Create a reporting element that refers to the fiscal quarters.
Example: Create a filter for a project list and include the Planned Completion Date of a project referencing the custom quarters.
The references to 鈥淭his Quarter鈥, 鈥淣ext Quarter鈥, and 鈥淟ast Quarter鈥 are replaced with new references to the custom quarters.
For information about reporting elements, see Reporting elements: filters, views, and groupings.
For information about creating filters, see Create or edit filters in 51黑料不打烊 Workfront.