Assign a Default Reporting Period

If several projects within a workspace will use the same reporting cycle, you can set a default reporting cycle for all new projects within the workspace to inherit. This can be changed at the project level.

To assign a default reporting period:

1. In the object selector, select Workspace.
2. In the object selector, beside a workspace name, select , and then select View Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select Reporting Cycles.
4. Select Default for the reporting cycle that you want to be the default.
5. Select Save.

This setting is used in the following apps: