Customization → Timesheet Settings → Timesheet Periods

Timesheet Periods

This tab is used to manage how timesheets are opened, closed, re-opened, and created.

Adding a scheduled timesheet period

Timesheet periods are measured in days, occur at a specified frequency, and new ones begin on a date based on when a previous one ends. Timesheet periods are created on a schedule you define, for example every week, on Monday, beginning 01/07/2008. You can also set the number of future timesheet periods that will be opened automatically.

To add a scheduled timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Click Edit to configure the future timesheet period.
  5. From the Auto Open drop-down, select the number of time periods into the future that you want to open, the day of the week on which the new timesheet periods will begin, and the calendar date from which you want the new timesheet periods to take effect.
  6. Click Save.

Closing a timesheet period

Timesheet periods can be open, closed, and re-opened. When a timesheet period is open, users can enter time in their timesheet for that period; when it is closed, users cannot enter time.

To close a timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Click the Status column in the timesheet row and select Close.
  5. Click Save.

Closing a timesheet period automatically

Timesheets can be configured to close automatically. Choose the option to close timesheet periods when the Post Timesheet Data plug-in is run. Specify a grace period of up to seven days, during which users in your organization can still submit time, before the timesheet period is closed.

To close a timesheet period automatically
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Select Close past timesheet periods when posting job runs and then select a grace period (1-7 days).
  5. Click Save.

Deleting a scheduled timesheet period

You can delete a timesheet period schedule.

To delete a scheduled timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Click Edit to configure the future timesheet period.
  5. Select the number of time periods into the future that you want remove and click Delete.
  6. Click Save.

Editing a scheduled timesheet period

You can modify timesheet period schedules using the Period Scheduling dialog box in the middle of the Timesheet Settings tab. In the Period Scheduling dialog box, the timesheet periods are listed by their effective dates.

To edit a scheduled timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Click Edit to configure the future timesheet period.
  5. Make your changes.
  6. Click Save.

Editing a timesheet period's schedule

You can modify the settings with which a timesheet period is scheduled.

To edit a timesheet period schedule
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Under Period Scheduling, select the period that you want to change, and then click Edit.
  5. Modify the timesheet period length, when it begins, and the date upon which it is to take effect.
  6. Click Save.

Opening a timesheet period

Timesheet periods can be open, closed, and re-opened. Resources can only submit time against an open timesheet.

To open a timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Click the Status column in the timesheet row and select Open.
  5. Click Save.

Reopening a timesheet period

Timesheet periods can be open, closed, and re-opened. When a timesheet period is open, users can enter time in their timesheets for that period; when it is closed, users cannot enter time.

To reopen a timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Click the Status column in the timesheet row and select Reopened.
  5. Click Save.

Reset a scheduled timesheet period

You can reset a scheduled timesheet period.

To reset a scheduled timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.
  4. Under Period Scheduling, select the timesheet period you want to reset and click Edit.
  5. Adjust the period length, the day of the week the timesheet period beings, and the date upon which the timesheet period will take effect, and then click Reset.
  6. Click Save.

Viewing timesheet periods

Timesheet periods can be viewed from the Periods tab in the Timesheet Settings tab.

To view a timesheet period
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Timesheet Settings tab.
  3. Select the Periods tab.

Copyright © 2003–2011 Serena Software, Inc. All rights reserved.