Costpoint Online Help

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Create Year Dialog Box

Use the Create Year function to add a year's worth of periods.

Row(s) of period information display after you create the year. Select the Add Period function to add periods to the schedule.  To edit an existing period, select the button to the left of the row then select the Edit Period function. To delete a row, select the button to the left of the row then select the Delete Period function.

Location

To display the screen, complete the following steps:

  1. In the Time module, click Time Controls > Manage Timesheet Schedules.  
  2. In the Timesheet Schedules screen, click Create Year.

Contents

Dialog Box Fields

Field Description
Year Enter a unique year for this timesheet schedule code, such as 2016 for code FY04.
First End Date

Select a date from Calendar Lookup that you wish to use as the first ending period date in this timesheet schedule year.

Note: The date that you select must be valid with the interval that you select.
No of Periods Enter the number of periods that you wish to use in this timesheet schedule year.

Interval

Select one of the intervals. The default is No of Days with "7" as the number.

Field Description
Semi Monthly

Select this radio button to create periods using normal semi-monthly end dates.

Month End

Select this radio button to create periods using normal month-end dates.

No of Days

Select this radio button if you want to specify the number of days in each timesheet period. After selecting this radio button, enter the number of days in the field to the right.

Last End Date

The last end date will display after you select the Calculate Last End Date button.

Calculate Last End Date

Click to calculate the Last End Date based on the provided First End Date, No of Periods, and Interval.

Create Period Rows Click to create period rows.
OK

Click to close the Create Year dialog and to populate the Timesheet Schedules screen table with the year information.