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.

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.