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Creating or Importing Time Periods

Note: You should set up all the time periods that you require in advance including time periods well into the future.

To import time periods:

  1. Define the exact time periods you want to work with, in a CSVComma Separated Values file.

    In this example several time periods of the type Week will be created:

    Click the image to expand it.

  2. Import the CSV file using the Salesforce Data Loader Tool.
Note: Note
Once your created time periods are in use, they do not change.

For more information about importing data using the Salesforce Data Loader Tool, see the Salesforce documentation.

To create a single time period:

  1. Click the Time Periods tab.
  2. Click New.
  3. Complete the fields described in Time Period Fields.
  4. Click Save.

Related Concepts

About Time Periods, Work Calendars and Holidays

Related Tasks

Data Setup Tasks

Setting up Currencies

Setting up Work Calendars

Setting up Holidays

Setting up a RPG

Setting up PSA Resources

Reference

Time Period Fields

Work Calendar Fields

Holiday Fields

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