Enable custom quarters for projects

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.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header
Adobe Workfront plan Any
Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurations System Administrator

For more detail about the information in this table, see Access requirements in Workfront documentation.

Set up custom quarters for your Workfront system

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Project Preferences > Projects.

  3. In the Timelines section, select Enable Custom Quarters.

  4. Type a name for the custom quarter, such as “Fiscal Q1 2021.”

  5. Select start and end dates for the custom quarter.

  6. (Optional) Click Add Custom Quarter to add additional custom quarters to the system.

  7. (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.

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