Set the Reporting Cycle for a Project

Set the reporting cycle to be used in your project. Reporting cycles are used to enable users to plan, status, and report project status on scope assignments or to store period performance of activities.

Note: If a default reporting cycle is set for the workspace, all new projects will inherit this reporting cycle. You can change or remove the default reporting cycle.

To set a reporting cycle:

1. Navigate to the project Details page
   1. In the object selector, select ﱆ Project.
   2. In the object selector, beside a project name, select , and then select View Summary & Settings.
   3. On the Summary & Settings page, select Details.
2. In the Details section, in the Reporting Cycle field, select the reporting cycle.
3. In the Frequency for Resetting Period Names list, choose when period names are reset. The options available are based on the selection for Reporting Cycle. The standard calendar start and end dates are used as boundaries for resetting periods.
4. Select Save.

   Note: If an error displays when loading the details page for a project created before the 24.1 (January 2024) release of Primavera Cloud, assign a manager to the project from the Projects page. See Assign a Manager to a Project for instructions.

This setting is used in the following apps: