This topic covers:
Calculating
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Click Calculate to compute any number of days/weeks/months/years forward or backward from a specified date.
- The Date Calculation modal displays.
- Complete the fields:
- Optionally, enter or select a Calculation Template.
- Use the Calendar controls to change the date under the Original Date field.
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Enter a number under the Adjustment field and select Days, Weeks, Months, or Years from the drop-down menu.
- For example, if you need to complete a task 60 days prior to the Original Date, input "-60" and select Days from the drop-down menu.
- To calculate a date 60 days after the Original Date, input "60" and select Days from the drop-down menu.
- For example, if you need to complete a task 60 days prior to the Original Date, input "-60" and select Days from the drop-down menu.
- Toggle the switches to the right to Count Weekends, Count Federal Holidays, Move to next workday.
- Enter a number to Add days for mail delivery.
- Optionally, enter or select a Calculation Template.
- If this criterion is something you use frequently click Save as new template to add it to the Calculation Template drop-down menu for easy access.
Editing a Calculation Template
- Select Firm Settings from the drop-down menu to the right of your avatar.
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Click Events & Calendar Rules from the Firm Settings navigation bar and select Date Calculation Templates from the expanded menu.:
- Click the Edit icon at the far right of the template to display the Date Calculation modal.
- Make your adjustments and click Update Template.