Creating and Editing an Annual Cycle

You'll create annual cycles every time you want to create a new set of plans

Creating an Annual Cycle

1. Click Settings in the main nav.
2. Click the Annual Card card.
3. Click the purple primary action button entitled Add Annual Cycle at the top of the page.
4. In the pop-up that opens, add your Annual Cycle's title (which is commonly a year, for example, "2023"), the start date, and the end date.
5. Click Save.
6. Your new Annual Cycle will now appear in the table on Settings > Annual Cycles.

Editing an Annual Cycle

1. Click Settings > Annual Cycles
2. In the table, find the Annual Cycle you would like to edit.
3. Click on the gear to the right of that Annual Cycle.
4. Click the Edit button.
5. In the pop-up that appears you'll be able to edit the Annual Cycle's title, start date, and end date.
6. When you are finished making changes, click Save.