How can I change the Period/Quarterly dates in my One Page Plan?

Here's how you can easily update period dates to match your fiscal calendar!

Steps to Update Period/Quarterly Dates

1. Open the One Page Plan and select the quarter you wish to update by clicking the period drop-down arrow and choosing the desired period.
2. Click the pencil icon to the right of the period name.
3. In the pop-up window, update the period name and adjust the dates for the selected period.
4. Click Save to finalize your changes.

Important Notes:

• Your fiscal year will automatically match the last month of Q4.
• Ensure period dates are consistent across all periods. Updating one period may require adjusting others to maintain accuracy.
• No overlapping months allowed: If overlapping dates occur, edit the next period first, then return to the previous period to adjust its dates.
• Note that adjusting the dates of periods in your One Page Plan can only be done by Admins or Assistants. For more information on permission levels, see our permissions article: Where can I find the different permission levels for Team Members?

By following these steps, you can ensure your One Page Plan aligns perfectly with your business calendar.