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Create bulk time reporting periods (Project Server 2010 settings)

 

Applies to: Project Server 2010

Topic Last Modified: 2011-11-18

Rather than creating each Microsoft Project Web App time reporting period individually, you can save yourself much time if you create them in bulk. Use parameters: one for how many periods to create, another for when the first period should begin, and one for how long each period should last.

To create several time reporting periods at the same time

  1. On the Quick Launch, in the Settings section, click Server Settings.

  2. On the Server Settings page, in the Time and Task Management section, click Time Reporting Periods.

  3. In the Define Bulk Period Parameters section, enter the following:

    • Number of periods to be created   Type the number of time reporting periods that you want to create at one time. If you want to create time reporting periods for each week in a year, leave this set to 52.

    • Date the first period starts   Type the date on which you want the first time reporting period to start, or use the date picker to select a date. Project Server calculates the dates for all successive periods based on the date selected in this field.

      Note

      Be sure to select the correct day of the week, as all time reporting periods are based on this date.

    • Length of the standard period (days)   Type the number of days in each time reporting period. If you want to use one-week time reporting periods, leave this value set to 7.

  4. In the Define Batch Naming Convention section, create a unique name for each period by entering:

    • Prefix   A prefix of up to 20 characters.

    • Next Sequence Number   A sequence number of up to six digits.

    • Suffix   A suffix of up to 20 characters.

    Tip

    As you enter a naming convention in the Prefix, Next Sequence Number, and Suffix fields, an example of the final naming convention is displayed after the fields, next to Sample.

  5. Click Create Bulk to create the time reporting periods that you specified.

    Note

    The Status column for all new time reporting periods is set to Open. Only a Project Server administrator can close a period. It is possible to restrict future timesheets from being submitted. For more information, see Timesheet Settings and Defaults (Project Server 2010 settings).

  6. To change a period label, date, or status, click in the grid in the Create Periods section, and then enter the modifications. For more information, see Insert or delete time reporting periods (Project Server 2010 settings).

    Note

    If you are having difficulty editing the grid, make sure that you have applied the latest updates for Internet Explorer 9 on your workstation.

  7. Click Save.