Edit Time Reporting Periods

You can change those time reporting periods that have not been used. Used time reporting periods are locked and cannot be changed. Each time reporting period you create must have a unique period name, period type, year, and period number. You cannot have an overlapping start and finish dates for the same period type and year.

To edit an existing time reporting period

  1. Select Time Reporting Periods from the Project Management menu.

    The Time Reporting Periods page appears.

  2. Click the name of the time reporting period.

    The Time Reporting Period Properties page appears.

  3. Edit the following fields:
    Period Name

    Defines the time reporting period's name. This value must be unique. Enter the name you want to assign to the period.

    Period Type

    Defines the time reporting period's type.

    Values: Weekly, 13 Periods per Year, Monthly, Quarterly, and Annually.

    Period Number

    Indicate the order in which you want the time reporting period to appear (in ascending order).

    Example: First (“1”), second (“2”), or third (“3”).

    Description

    Defines the description of the period.

    Quarter

    Specify the quarter associated with the time period for roll-up purposes.

    Year

    Enter the year associated with the time period, also for roll-up purposes.

    Start Date

    Enter the starting date of the period.

    Finish Date

    Enter the ending date of the period.

  4. Click Submit.

    Your changes are saved.