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.

Tip

This page can also be opened from the Resource List > New Document > Create Time Periods. If the page is accessed from a Resource Card or the Resource List, the Resource No. will be defaulted into the No. field as a filter. If the page is opened from the Processing menu in the Role Center, the No. field is not auto-populated.

Field Name	Description
Use Resource Employment Date	Specifies, if selected (true) to set the start date to the date the Resource began working. NOTE: If the Resource Employment Date is not a Monday, Start Date must be selected.
Start Date	Specifies, the beginning date for the Time Periods, 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.

Timesheet Periods List

The Timesheet Periods List allows the user to review Timesheets that have been created in the system. Access the Timesheet Periods List from:

• Resource List: Highlight a Resource > Actions > Time > Timesheet Entry.
• Resource Card: Actions > Time > Timesheet Entry.
• Use the Search feature and type Periods List. Select the related link. This opens the Periods List for all Resources.

Field Name	Description
Start Date	Specifies, the beginning date for the Time Periods, if Use Resource Employment Date option is not selected.
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 Time 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.