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.

To schedule a Batch Apex job:

  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.

Related Concepts

Setting up the Application

Quick-Start Guide

Related Tasks

Importing and Exporting Configuration

Setting Initial Configuration Options

Data Setup Tasks

Permission Controls

Customizing Page Layouts

Installing Extension Packages

Setting the Actuals Processing Mode

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