Closing reporting periods
Defining and closing-off reporting periods in your Cost project.
Closing a Reporting Period
- Ensure all data has been updated for the period.
- Verify the current reporting period is correct, this is displayed next to the Cost Worksheet title above the Toolbar.
- Under Utilities click Close Reporting Period.
- Type at least the first six letters of the project name into the confirmation dialog.
- Click the Close Period button. Cost then complete the process and will display a notification when finished.