Generate Periods Dialog Box

Use this dialog box to generate multiple periods in a calendar and to select a pattern for the periods, such as daily, weekly, or monthly.

Oftentimes, a company calendar follows a pattern with small deviations. For example, if your organization uses a 4w, 4w, 5w calendar pattern but the calendar always ends at the end of the year, you can use the Generate Periods option to create the calendar and manually add a date using the Add Period option to create an end date for the year period.

Note: While this dialog box is intended primarily for generating dates when a calendar is first created, it can also be used for extending an existing calendar. This dialog box is identical to the Periods page of the New Calendar Wizard.

Contents

Group Box Description
Period Interval Use this group box select the select the interval for generating dates for the calendar file.

Your options are:

  • Daily (D)
  • Weekly (W)
  • Monthly (M): This interval is based on the start date.
  • End of Month (E): This interval is based on the end of the month date.
  • Quarterly (Q)
  • Yearly (Y)
  • Pattern: Select this option to define your own pattern using combinations of the standard intervals.
    For example, you can define the following custom patterns for generating calendar dates:
    • 2W: Biweekly intervals.
    • 3E: Trimonthly intervals using end-of-the-month dates.
    • 4W,4W,5W: A 4-week interval, followed by a 4-week interval, followed by a 5-week interval.
    • 3M,2Q: A trimonthly interval, followed by a biquarterly interval.
    • LAST <day>: This interval generates dates on the last specified day of each month. For example, LAST FRI would generate dates on the last Friday of each month.

For all of the options except End of Month, the start date will govern which day is in the calendar periods. For example, if you create a monthly calendar and provide a start date of 7/15/24, the generated periods in the calendar will be 7/15/24, 8/15/24, 9/15/24, and so on.

Range Use this group box to specify the range for generating dates for the calendar file.
  • Starting: Use this field to specify the date that you want to repeat—and it should be the last day of the period.
  • Ending: Use this field to specify the end date of the period or the number of times the date interval should be repeated.