Setting Current Time Period Fields

You can automatically set the current time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. field on a regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., resourceA contact that works on a project. or projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. by using Batch Apex to schedule a job that executes a new Apex class.

In previous releases this was achieved using an 'Urchin' on the page layout of each entity, which set the current time period when a user displayed that entity. If you upgraded from a previous version of FinancialForce PSA, the urchins are not removed automatically. You can remove them after scheduling the jobs.

Note

If you upgraded from a previous version of FinancialForce PSA, we recommend that you remove urchins from the region, practice group, resource and project page layouts if they exist. If you do not do this, you may find it difficult to set the time period on a region, practice, group, resource or project.

Warning

We recommend that you use a scheduled job because an entity’s time period could become out of date if a user does not display it soon after the time period elapses.

If your organization uses the Work Queue Manager, use that to schedule a job that sets the current time period field on Regions, Practices, Groups, Resources and Projects with the Apex Class name: RPGPRMaintenanceSchedule.

To schedule a Batch Apex job when Work Queue Manager is not in use:

1. From Setup, click Develop | Apex Classes | Schedule Apex.
2. Enter a job name, such as Nightly Time Period Updates.
3. Enter the Apex Class name: RPGPRMaintenanceSchedule.
4. Enter the Frequency: Weekly.
5. Enter each day that you want the job to run on.
6. Enter a Start Date of today, and an End Date well into the future.
7. Enter a Preferred Start Time. We recommend that you set this to a time outside of business hours.
8. Click Save.

To check whether a job is scheduled and whether it has run, from Setup click Monitoring | Scheduled Jobs.

To remove an urchin from a page layout:

1. Click Edit Layout on a region, practice, group, resource or project.
2. Click Visualforce Pages.
3. If the urchin is displayed in the list of Visualforce pages but not available for selection:
   1. Click it to locate it in the page layout.
   2. Hover over the urchin and click the remove button.
4. Click Save.

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