To set up date periods, click Administration->Periods:
An image similar to the following will appear:
The system comes preloaded with periods defined through 12/31/30 at each level of granularity (Week, Month, Quarter, Year.) However, you would use the period administration for three purposes:
1) Configuring active time periods for timesheet entry (generally in weeks, by setting specific 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 above, 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, weeks are defined independently of 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 assignments, project demand and resource utilization), and on timesheets.
Setting the Name defines how it displays as in the Period Headers on forecasts, etc. That way ‘January’ could start on 2/1/2020 and not display as Feb.
Note that you can adjust the visible dates and granularity (weeks, months, quarters, etc.) you wish to show for most date-based views in the Date Parameters portion, after clicking the global Scope/Filters funnel button at the upper right of the ResourceFirst screen.
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.
Creating Fiscal Periods such as 4/4/5
To create a 4/4/5 fiscal monthly year:
- Select Months.
- For each month, enter the Start date and the End date for each month following the 4/4/5 weekly pattern.
- Optional: Update the month’s name since you would likely rather see “2021-Jan” instead of “1/3/21”.