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Periods Window

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dlg_periods

In the Periods window you can work with the period levels, add new periods either manually or with the help of the Period Wizard, copy periods, and edit and delete them.

 

To open the Periods window, click the Periods button on the on the Model tab of the ribbon.

 

Working with Period Levels

See Working with Period Levels.

 

Adding a New Period

To add a new period:

 

1.In the Periods window, click the Add Period... button. The Add Period window opens.

 

 dlg_add_period

 

2.Type the name of the period in the Name field.
3.The period level is visible in the Level field.
4.Select the start and end date from the Dates drop-down calendars.

 

 pic_datepicker

 

5.Select the Locked check box to lock the period.
6.Click OK. The new period is added to the list in the Periods window.

Locked Period

If a period is locked, values belonging to the period cannot be altered neither automatically nor manually. This means, that in QPR Portal the values are not editable in any edit modes no matter what user rights the user has. In QPR ScoreCard Development Client this means, that values of the type "Value is typed in" are not editable and they are never recalculated and status options of locked periods cannot be changed in any way. In addition, changing the locked values using QPR API or SQL/OLAP import/mass import or QPR Web Services Foundation is not possible.

 

If a locked period is unlocked later, recalculation is not performed automatically right away. Instead, the values are recalculated when the recalculation is triggered next time.

 

A user with at least model administrator rights can override the locking. This can be done by forcing the recalculation of the value or by typing in a new value in QPR ScoreCard Development Client.

 

Toggling Period Lock is available only for users with at least model administrator rights.

 

Copying a Period

To copy a period:

 

1.In the Periods window, select the period you want to copy.
2.Click the Copy button. The period is copied into the list. The new period is named after the original period with the addition of an incremental number after the name.

 

Editing a Period

To edit a period:

 

1.In the Periods window, select the period you want to edit.
2.Click the Edit... button. The Edit Period window opens.

 

 dlg_edit_period

 

3.Make the changes you want and click OK. The new settings are saved.

 

 

Deleting a Period

To delete a period:

 

1.In the Periods window, select the period you want to delete.
2.Click the Delete button or press the Delete key and a confirmation dialog will appear. Confirm the deletion by clicking the Yes button and the period will be deleted from the list.

 

Period Wizard

You can also define periods easily by using the Period Wizard.

 

See Also

Periods

Working with Period Levels

Period Wizard

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