Periods

Time Tracking > Periods

The Periods page defines a series of time periods. Each Periods record specifies a start date, duration and standard calendar unit of time—weekly or monthly, for example. These values are used to create a series of time periods.

Only one Periods record can be activated at any one time. Activating a Periods record enables time entries to be applied to its time periods. All generated time periods are active by default. You can use Time Tracking > Timesheet Summary to close a time period.

If timesheets and timers are enabled using Time Tracking > Settings, then these features can be used to create and maintain time entries for an active time period.

Generally, this function only needs to be run once a year, to create one or two more years of timesheets.

Note: Only timesheets for the current date and earlier display in My Timesheets and Approve Timesheets. Timesheet entries entered for future periods are saved and become editable when those timesheets become visible. Future entries can be viewed on the Timesheet Summary page.

Note: See Time Tracking configuration options.

Actions

• New - Create a periods record.
• Edit - Edit a selected periods record.
• Activate - Activate a selected periods record.
• Deactivate - Deactivate a selected periods record.
• View Periods - View the time periods of a selected periods record.
• Delete - Deletes a selected time period. Only periods without time entries can be deleted.

Adding or Editing a Time Period

• Name - Enter a name for the periods record.
• Schedule - Enter a calendar period.
• Purpose - Billing or Timesheet. Reference only.
• Starting Date - The start date to begin generating time periods.

  Note: The start date also determines the first day of the week when timesheets are displayed.

• Creation Period - The length of time to create time periods for.
• No of hours per period - The typical number of work hours associated with each time period. Used for comparison with the actual hours entered.