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Periods

Time Tracking > Periods

  • This page applies to the following products: On Premises, Kaseya Advanced, Kaseya Essentials, IT Center

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.

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.