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Creating a Workspace Period

Create several different periods to view a workspace at different stages of its development. Note that you can only create workspace periods from the Workspaces work area.

Your security role must have permission to update workspaces. For more information, see "About Security Permissions".

To create a new workspace period

1. Open the Workspace Properties register.
2. Select the workspace properties document.
3. Click Edit.
4. Click the Periods page.
5. Expand either the Cost Periods or the Internal Periods section.
6. Click Add Line.
7. Complete the following information for each workspace period you wish to create:
• Period ID:A unique ID is assigned to the period. Each period is automatically assigned the next sequential ID. If necessary, you can modify this ID.
• Description:Enter a brief explanation of the period set.
• Start Date:Type the date when this period starts. Ensure that the Start Date is not:
  • The same or later than the End Date.
  • Earlier than the End Date of another period within the same period set.
  • There's no date overlap between periods within the same period set.
• End Date:Select the date when the period ends. Ensure that the End Date is not:
  • The same or earlier than the Start Date.
  • Later than the Start Date of another workspace period within the same period set.
  • There's no date overlap between workspace periods within the same period set.
• Current:Select it if this workspace period is currently in effect.
8. Click Save.