The periods in a covenant define the timeframe(s) during which the statement is monitored for compliance with the covenant requirements. You can add and remove periods from a covenant, as needed.

Steps: Edit

You can edit any covenant period on the covenant statement. You cannot edit the period information for a historical period from the covenant statement.

To edit a covenant period:

1. Right-click on a covenant period and select Edit Period Information.

2. Modify the information as needed. Refer to the Field Details section for more information.

3. Click OK to return to the covenant statement.

Steps: Remove

To remove (or hide) a historical or covenant period from a covenant statement:

1. Click Select Periods.

   The Select Periods dialog box appears.

2. Click the check box of a period that is in the Periods Selected column.

3. Click the single left arrow button to move the period to the Periods Available column.

4. Repeat, as necessary, for other selected periods.

5. Click OK to return to the covenant statement.

6. Click the Calculate option at the top of the statement to refresh to covenant calculations.

   Note: You can also remove a period from the covenant statement by right-clicking the period header and selecting Remove Period.

Steps: Delete

You can delete only covenant periods from a covenant statement.

To delete a period from a covenant statement:

1. Click Select Periods.

   The Select Periods dialog box appears.

2. Right-click the appropriate covenant period and select Delete Period.

3. Click Yes on the Confirm dialog box.

4. Click the Calculate option at the top of the statement to refresh to covenant calculations.

   Note: You can also remove a period from the covenant statement by right-clicking the period header and selecting Delete Period.