This dataset is located in the left column, in the General section. It is designed to consolidate multiple cycle plans into a single entity for analytics.
Upon opening the dataset, a table with the following columns will appear:
Id - this represents the ID of the row in the database. When a new row is added, this value will be generated automatically and there is no need to edit it later. The value may be useful, for example, when submitting a request to technical support.
Name - the name of the period during which the cycle plans are consolidated. For example, if cycle plans are entered monthly, they can be consolidated through this tool into quarterly plans.
Start of Consolidation Period - the date from which the cycle plans will be considered as consolidated.
End of Consolidation Period - the date up to which the cycle plans will be considered as consolidated.
Modified – displays the date of the last modification of the row. The time is displayed in Greenwich Mean Time (UTC 0).
To add a new period for consolidating plans, click on the + Add icon in the upper right corner. After clicking, a window will open where you can fill in the following fields:
Id – This field is not editable; it will automatically be added when saving a new row.
Name – a mandatory field to fill out. You must specify the name of the period.
Start of Consolidation Period - a mandatory field, data type - date. You must specify the date from which the cycle plans should be counted in this period.
End of Consolidation Period - a mandatory field, data type - date. You must specify the date up to which the cycle plans will be counted in this period.
After entering all necessary fields, you can click Save to save the data, click Save and Add More to save the data and open a new window for filling, or Cancel if the data does not need to be saved.