Create Timesheet Periods
Create Timesheet Periods is required to set up the dates for time entry. To access Timesheet Periods, navigate to the Role Center > Resources > Resources, then highlight a Resource in the Resource List. Actions > New Document > Create Time Periods. The Create Periods page opens.
Field Name | Description |
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Use Resource Employment date | Specifies, if selected (true)to set the start date to be the date the resource began working. |
Start Date | Specifies, if selected (true), to select the start date for creating the Time Periods (only valid if Use Resource Employment Date option is not selected). |
End Date | Specifies the end date for creating the time records. |
Period No. | Specifies a number to begin the numbering sequence of the Time Periods. |
Filter: Resource No | Filter field for selecting a Resource. You can select one specific Resource or remove the filter to create Time Periods for all Resources. |
Click +Filter to add additional filters on the Resource selection. | |
Click Filter Total by: + Filter... to add additional filters on the totals. | |
Click OK to have the Periods created immediately or Schedule to schedule when they should be created. |
Create Vacation Periods
Future Enhancement
Create Flex Periods
Future Enhancement
Timesheet Periods List
The Timesheet Periods List allows the user to review Timesheets that have been created in the system.
Field Name | Description |
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Start Date | Specifies the starting date for the period. |
Description | Specifies identifying text about this time Period as it is named by the system. |
Open | Specifies the timesheet is currently open. |
Resource | Specifies the identifying code of the Resource. |
Resource Name | Specifies the name of the Resource. |
Type | Specifies the type of time period. Examples are Week/Month. |
End Date | Specifies the ending date for the period. |
Detail Level | Specifies the detail time level within the time period. Examples are Day/Week. |
Auto Adjust Flex Balance | Specifies, if selected (true) that automatic flex adjustments will be made to the timesheet. |
Last Used | Specifies that this was the last timesheet accessed. |
Time Entry Status | Specifies the status of the timesheet period. |
NOTE:The following field (Global Dimension 1) is only displayed if Progressus Multi-Company is activated. For more information, see: MEM and Progressus Multi-Company Integration Documentation | |
Global Dimension 1 | Specifies the code for Global Dimension 1. |