For reporting purposes, you might want to create custom quarters if your organization’s quarters are based on specific criteria other than calendar dates (such as business days or shopping days).
You can configure up to eight custom quarters for your Adobe Workfront system.
You must have the following access to perform the steps in this article:
|Adobe Workfront plan||Any|
|Adobe Workfront license||Plan|
|Access level configurations||
You must be a Workfront administrator.
NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .
Click Project Preferences > Projects.
In the Timelines section, select Enable Custom Quarters.
Type a name for the custom quarter, such as “Fiscal Q1 2021.”
Select start and end dates for the custom quarter.
(Optional) Click Add Custom Quarter to add additional custom quarters to the system.
(Optional) Create a reporting element that refers to the fiscal quarters.
Example: Create a filter for a project list and include the Planned Completion Date of a project referencing the custom quarters.
The references to “This Quarter”, “Next Quarter”, and “Last Quarter” are replaced with new references to the custom quarters.
For information about reporting elements, see Reporting elements: filters, views, and groupings.
For information about creating filters, see Create or edit filters in Adobe Workfront.