Create and Manage Timesheet Reporting Periods

Create and Manage Timesheet Reporting Periods

TTM Control Panel Time Tracking checklist

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Some organizations use a weekly schedule for tracking time, others use bi-weekly or monthly. The Reporting Period Management web part lets you add new reporting periods to Time Tracking and Management (TTM) so users can enter time for the defined periods.

Keep in mind:

  • Creating Reporting periods is a mandatory step in the Time Tracking Configuration Checklist.

  • You will periodically need to create additional timesheet periods.

  • There cannot be any gaps or overlaps between reporting periods.

To create timesheet periods:

Links from the TTM Control PanelAccess the Reporting Period Management page from the Timesheet Period settings link

OR

from the Time Tracking Configuration Checklist

NOTE:
This requires you to have Full Control or Design permissions on the TTM site.

# Function
Reporting Period Parameters
The following settings define the length and dates for your timesheet reporting periods.Reporting Period Parameters
1.

Number of periods to be created
Enter the number of periods you want to create.

  • To use a weekly reporting schedule and create periods for the next year, enter 52 and change the length of the standard period to 7

  • To use a biweekly reporting period, keep the default settings of 26 periods with 14 days per period

  • To create only the next reporting period, enter 1.

2.

Date the first period starts:

  • Enter the start date for the first new reporting period.

    • The day that corresponds to the selected date will be the first day displayed in the Timesheet Entry display
      Timesheet display

    • There cannot be any gaps or overlaps between reporting periods, so if you have previously defined timesheet periods, you must enter the next calendar date.

For example:
If your last reporting period ended on 12/30/2011, the next one must begin on 12/31/2011 (not 01/01/2012). Existing reporting periods are displayed in a table on the Reporting Period Management page for your reference.

3. Length of the standard period (days)
Enter the number of days for each reporting period. Your new reporting periods do not have to be the same length as existing ones.
Reporting Naming Convention
The following settings to define the length and dates for your timesheet reporting periods.Reporting Period Naming Convention
4.

Prefix
If you would like to prefix each reporting period name, enter text here.

For example: Enter FY2015 to prefix each name with a designation for the next reporting period year.

5.

Next sequence number (required)

* Enter the next sequence number for your new reporting periods. The number you enter here will be incremented by one for each reporting period.

  • If you have existing reporting periods, the sequence number only has to be unique when used in combination with the prefix and suffix.

    For example: You can reuse sequence number 1 if you have a different prefix and/or suffix than the previous year’s sequence number.

6.

Suffix
If you would like to add a suffix to the end of a sequence number, enter text here.

For example: You could enter WK to indicate that this is a weekly timesheet, or 2014 to indicate that this is a timesheet for the year 2014.

7.

Preview and Create Periods

  • After you complete the configuration options, click the Preview button button to preview the list of new reporting periods in the table on the Reporting Period Management page

    • Review them to make sure they are what you want.
    • To clear your settings and start over, reload the page.

      Icon-Warning Important: The reporting periods will not be created unless you preview them first.

  • Click the Create Periods button button to add the reporting periods to the Periods list. After they have been created, timesheets for those periods can be submitted.

To return to the Time Tracking configuration checklist, use the Time Tracking link in the TTM quick launch menu

Icon-Tip To mark this item as complete in the checklist, click the
Mark as Complete button for the item.
More information on using the checklist is available here

TTM Control Panel Time Tracking checklist