The Date Adjustments library allows you to define adjustments to the dates in the Data Dictionary. and/or the dates calculated by ProAdmin. Dates can be adjusted by writing a formula, setting rounding parameters through the multi-choice fields on the dialog, or writing a formula and setting rounding parameters.

Name may be any descriptive phrase, including spaces, under which to save this entry.

Checking the Adjust Date box allows you to enter an expression using fields from the Data Dictionary and ProAdmin’s built-in operators to adjust the date. Pressing the F1 key from within the formula box will cause a summary of the available operators and Data Dictionary field names to be displayed. The operator #THIS is always available to Date Adjustment expressions. It represents the date or dates as determined immediately prior to any adjustments. Some examples are:

To adjust the termination date to the last business day of the month, where the date of termination is identified by the Data Dictionary field DateOfTerm, enter the following expression into the formula box:

   7 #LSTBUSDAY DateOfTerm

To add one day to a date, use the following expression:

   #THIS #DATEPLUS 1D

To add one month to a date, use the expression:

   #THIS #DATEPLUS 1M

Note that #DATEPLUS and #DATEMINUS are used to add a duration to a date, not plus or minus. For more details about using #DATEPLUS and #DATEMINUS to adjust dates see Duration.

Checking Round to allows you to access one of two types of built-in rounding options: to a standard period or to a specific date. If you select Standard period, you set the direction, period, and rule for rounding the date. The direction choices are Beginning, End, or Middle. The period choices are Plan year, Semi-plan year, Calendar year, Semi-calendar year, Month, Semi-month, Bi-week, Week, or Quarter. The rule choices are Nearest, Preceding, Following, Started, Coincident with or following, or Coincident with or preceding. If you select Week or Bi-week as the period you will need to define an the end of measurement period date. This date plus or minus a multiple of days -- seven (7) for week or 14 for bi-week -- defines every end of measurement period.

If you select Specific date, you set the rule and a specific date for rounding. The rule choices are Nearest, Preceding, Following, Started, Coincident with or following, or Coincident with or preceding. The date can be any valid MM/DD combination. The date that is entered is the start of each anniversary. For example, if you enter 04/15 into the date field, the rounding will be based on periods starting with 04/15.