4.7 - Configure approval deadlines using date columns

Use date columns to track approval deadlines for budget items in a planning sheet. Create an approval deadline column, define valid date ranges, assign a default deadline, and update approval dates directly in the planning sheet.

  1. In the Planning ribbon, select Insert Column > Date.

  2. Enter Approval Deadline as the column title.

  3. Use the calendar picker to select a Minimum Date of 03/01/2026 and a Maximum Date of 03/31/2026.

  4. Enter a static Default Value of 03/31/2026 and select Create.

  5. Select a cell to edit the date. Enter the date 03/10/2026 directly in the text entry box, or select it from the calendar popup.

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