---
title: "Creating and Editing Periods"
description: "For a document managed by Lucanet Disclosure Management, you can create as many periods as you need, e.g. current year or previous year. A period is a time frame for which report data are imported and saved and in which data are aggregated by time."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/period-mgmt-disclmgmt
language: en
last_updated: 2023-08-16
---
# Creating and Editing Periods

## Overview

For a document managed by **Disclosure Management**, you can create as many periods as you need, e.g. current year or previous year. A period is a time frame for which report data are imported and saved and in which data are aggregated by time.

Periods are needed in the following contexts:

- During a data import, the report data are always imported into a specific period.
- The programming in an Excel file is always configured for a specific period.
- When programming an Excel file using the Programming Assistant, the report data for the relevant period are always displayed.

## Creating Periods

To create a new period:

{% stepper %}
{% stepper-step %}
In the overview of a document, click **Manage periods** to open the workspace.
{% /stepper-step %}
{% stepper-step %}
In the detail view, click **Add period** to create a new period.

{% /stepper-step %}
{% /stepper %}
Creating a new period

## Configuring Periods

You have the following options for configuring periods:

| Option | Description |
|---------|---------|
| Designation | Period name |
| Start date and end date | Dates on which the period starts and ends |
| Previous period | If applicable, the previous period from which the data are to be carried over when updating the document |
| Description | Optional description of the period |
| Default period | Check box for defining this period as the default period |

{% info-box %}
**Note regarding a previous period**: If you assign a **Previous period** to a period, this previous period will be indented:

Example of a previous period displayed in the period management workspace
{% /info-box %}

## Editing Periods

To edit or delete a period, navigate to the desired period in the **Manage periods** workspace and click the pencil icon or the trash can icon in the relevant row.