Create and manage planning cycles

Before you begin

You need Schedule access in the team. Create any locations and team structure you expect to use.

Steps

1. Open Schedule → Planning Cycles and use the creation action.

2. Enter the cycle name and required date range, then save.

3. Open the cycle and use its Events and Rosters views to organize the work inside it.

4. Review the cycle dates when an event or roster seems to belong to a different period.

What to expect

The cycle becomes a container for related planning work and roster assignments.

Troubleshooting

If a date cannot be used, check the cycle boundaries and the form’s validation. A planning cycle does not automatically create a full schedule of events.

Related guides

• Plan events and practice blocks
• Build planning-cycle rosters
• Plan cycles and events on mobile