Configure Timesheet Reporting Periods

Users can submit their timesheets in Classic PPM, the ppmnew, and CA PPM mobile apps. As an administrator, configure time reporting periods and other timesheet options.
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Users can submit their timesheets in Classic PPM, the 
New User Experience
, and CA PPM mobile apps. As an administrator, configure time reporting periods and other timesheet options.
Create Time Reporting Periods
Create time reporting periods for users to track time for their assignments using timesheets. The time periods can cover varying durations such as few days, a week, a month, and so on. The time periods must be consecutive and cannot overlap an exiting time period. 
Follow these steps:
  1. Click
     Administration
    ,
     Project Management
    ,
     Time Reporting Periods
    .
  2. Click
    New.
  3. Select the scale and specify the duration.
  4. Click
    Save and Return
    .
  5. Create additional time reporting periods.
Close Time Reporting Periods
You can close time reporting periods to prevent users from creating or updating timesheets for those periods. Later, depending on your business needs, you can delete the closed time periods when they are no longer needed.
Before closing a time reporting period, verify that all associated time entries and financials have been posted and processed. After closing, you can filter on the closed time periods and mark them for deletion.
Follow these steps:
  1. Click
     Administration
    ,
     Project Management
    ,
     Time Reporting Periods
    .
  2. Select the reporting periods and click
    Close
    .
    The closed time periods are no longer listed with the open time periods. 
  3. To display the closed time periods, select
    Closed
    from the
    Status
    drop-down and click
    Filter
    .
Mark and Delete Time Reporting Periods
You can mark time reporting periods that are in
Closed
status for deletion. Marking allows you to identify and review the time periods before executing the Delete Investments and Time Reporting Periods job. It allows you to govern and manage the process of deletion.
The Marked for Deletion flag appears checked for the closed and marked time reporting periods on the list page. When the Delete Investments and Time Reporting Periods job runs, it deletes the regular and incident time entries for all timesheets in the marked time periods.
Follow these steps:
  1. Click
    Administration
    ,
    Project Management
    ,
    Time Reporting Periods
    .
  2. Filter by
    Status
    for all
    Closed
    reporting periods.
  3. Select the reporting periods and click
    Mark for Deletion
    .
  4. Confirm the deletion.
    The Marked for Deletion flag appears checked for the time period.
  5. Run the Delete Investments and Time Reporting Periods job.
Before running the job, you can cancel the deletion using one of the following options:
  • Select the reporting period and click
    Cancel Deletion
    .
  • Reopen the closed period to cancel the deletion automatically.
Configure Timesheet Options
Use these steps to set or change the timesheet options for all resources in the system.
Follow these steps:
  1. Click 
    Administration
    Project Management
    Timesheet Options
  2. Specify the default sorting column and sorting order.
  3. In the Default Time Entry Options section, select all options that you want for automatically populating a new timesheet.
    • Populate assigned tasks: 
      Automatically populates a new timesheet with task assignments that are currently open. The open assignments have a date range within the time period of the new timesheet and have non-zero ETC. This option can also include time entries that were entered on the previous timesheet if they are currently open task assignments.
    • Copy time entries from previous timesheet: 
      Automatically populates a new timesheet with the task entries from the previous timesheet.
      The KB article CA PPM: Timesheet Population - What determines tasks appearing on a timesheet? explains the required conditions for tasks on timesheets.
    • Include actuals from previous timesheet: 
      Automatically includes the actual hours from the previous timesheet (actuals are not copied for incidents). Actuals for one-time time entries, such as vacation or sick time, are not copied.
    • Display Unit: 
      Indicates the measure of time entries by hours or days. The setting is used for timesheets in both classic PPM and the 
      New User Experience
      .
    • Decimal Places: 
      Indicates the number of decimal places for the selected time entry display unit.
  4. Save the changes.
  5. Click
    Apply to All Resources
    .
  6. Click
    Yes
    to confirm.