Set your organization’s quarterly calendar and time zone so EOS One can align Rock quarters and due dates with the way your organization operates.
What Is the Quarterly Calendar?
The Quarterly Calendar defines when each quarter begins and ends for your organization.
Your quarterly calendar is used when assigning a Quarter to a Rock. When you select a quarter, EOS One automatically sets the Rock’s due date to the end of that quarter.
The quarterly calendar applies across your organization.
Access Quarterly Calendar Settings
Select your profile image or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, select Details.
Scroll to Quarterly Calendar.
Choose a Quarterly Calendar
EOS One provides three ways to configure your quarters:
Calendar Year
Fiscal Year
Custom
Calendar Year
Select Calendar Year if your organization follows standard calendar-year quarters.
The quarter dates are set automatically and cannot be customized individually.
Fiscal Year
Select Fiscal Year if your organization’s fiscal year begins in a month other than January.
Select Fiscal Year.
Choose the month when your fiscal year begins.
Save your changes.
EOS One uses the selected starting month to determine the dates for each quarter.
Custom
Select Custom if your organization uses quarter dates that do not follow a standard calendar or fiscal year.
Select Custom.
Set the starting month and day for:
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Save your changes.
Set Your Organization’s Time Zone
The Time Zone setting determines which quarter a Rock’s due date falls into.
From Settings > Company > Details, locate Time Zone.
Select your organization’s time zone.
Save your changes.
The default time zone is UTC until another time zone is selected.
How Quarterly Calendar Settings Affect Rocks
When creating or editing a Rock, you can select the quarter associated with the Rock.
After you select a quarter:
The Quarter appears on the Rock.
EOS One automatically sets the Due Date to the end of the selected quarter.
You can change the due date if needed.
The organization’s quarterly calendar and time zone are used to determine which quarter the due date belongs to.
This helps teams use consistent quarter dates across the organization.
For more information about creating and managing Rocks, see Adding, Editing, Archiving, and Removing Rocks.
Q&A
Does the Quarterly Calendar apply to the entire organization?
Yes. The Quarterly Calendar and Time Zone settings are organization-wide.
What is the difference between Calendar Year and Fiscal Year?
Calendar Year uses standard calendar quarters. Fiscal Year lets you choose the month when your organization’s fiscal year begins.
Can I set different dates for each quarter?
Yes. Select Custom to choose the starting month and day for Quarter 1, Quarter 2, Quarter 3, and Quarter 4.
What happens to a Rock’s due date when I select a quarter?
EOS One automatically sets the due date to the end of the selected quarter. You can change the due date if needed.
Why does EOS One need my organization’s time zone?
The time zone is used when determining which quarter a Rock’s due date falls into.
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