Create a time period

Every goal sits on a time period, which sets its start and end dates.

Who can do this: roles with Manage time periods, Owners and Admins by default. See Roles & permissions.

Add a time period #

1. Open Settings. Under Workspace, click Time periods.
2. Click Add Time Period.
3. Type a Name, such as Q3 2027. Each period needs its own name: a duplicate isn't saved.
4. Pick a type: Month, Quarter, Half Year, Year or Custom. Quarter is the default.
5. Pick a status: Past, Current or Next. Current is the default.
6. Pick the start date and the end date.
7. Click Create Time Period.

Add the next period in one click #

Click the + at the end of a type's row. Brev adds the next period of that type, with no dialog.

Creating a period as Current doesn't change the others. To switch which period is in use, see Roll over to a new time period.

Edit or delete a time period #

1. Hover the period's badge and click the pencil icon.
2. Change the name, type, status or dates, then click Update Time Period. To remove it, click Delete instead.

The badge shows the new name and dates.

Deleting a period with goals on it asks you to move them to another period or delete them. See Time periods.