Set the TODATE Period

Cobra uses the date labeled as TODATE in calendar set 18 or calendar set 19 to determine the project status date when you set up a project.

As the project advances, you must advance the calendar for each date in the base fiscal calendar until the project concludes. You can change the status date in a calendar by assigning the TODATE label to a specific period. You must update the labels and flags simultaneously.

To set the TODATE period:

  1. Display the Calendar view of the calendar file that you want to update and select the Calendar Sets tab.
  2. In the Select Calendar Set pane, select Calendar Set 18 or Calendar Set 19.
  3. In the Calendar Set pane, select the period that you want to tag as the TODATE period and take one of the following actions:
    • In the Calendars group on the Edit tab, click Set Date.
    • Right-click the period and select Set Date on the shortcut menu.
    A message displays asking if you want to make the selected period the TODATE period.
  4. Click Yes and on the Quick Access Toolbar to save your changes.