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Administering Date Periods

This article explains how to set up date periods in administration.

Overview

Date periods are set up in the Periods tab in Administration. The system comes preloaded with periods defined at each level of granularity for the foreseeable future. However, you would use the period administration for three purposes:

1) Configuring active time periods for timesheet entry (generally in weeks, by setting weeks to active)

2) Configuring fiscal months, quarters, and years, particularly the start and end of these periods

3) Defining Sprint dates for Agile projects

Referencing the screenshot below, at the top you first specify the start and end dates for the periods you want to define, and the granularity (aka Type) you wish to edit.

You must edit each granularity (type) separately.

For example, within a date range spanning a year, days are defined independently of weeks, months, quarters, etc. Also Sprints can be defined for Agile work. The system will automatically determine how many business days are in the given period being defined (excluding weekends).

The period dates are used when displaying date-based views, such as forecasts and utilization, etc.  and on timesheets.

Note that most date-based views also have a Date Range selection in the upper right to change the date ranges and granularity (weeks, months, quarters, etc.) you wish to show during your session.

Adding a Period

Though periods come preloaded, to add a new period, simply click the "+" button in the upper left. You'll be prompted to enter:

  • Period Name (this is most often used for Sprints, but can also be used to name months and quarters as well. Otherwise, the system uses the first date of the period as the name)
  • Start Date
  • End Date
  • Period Year (the fiscal year -- this is where fiscal years are set)
  • Period Number (sequential within the selected granularity) 

Once the periods are entered, you can set certain periods to Active or Locked as desired for timesheet entry.  Generally timesheets are in weeks, so this only needs to be done for the Weeks granularity. You can also edit any of the fields directly on the grid by clicking on a cell.  As mentioned, Business Days in the period are calculated automatically.

 

Admin_Periods.JPG

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