Friday, April 6, 2018

Insert or delete time reporting periods

Insert or delete time reporting periods

In Microsoft Project Web App, time reporting periods define the start dates and the end dates used for each timesheet and task status report. When you first create time reporting periods, the best practice is to create them in bulk. However, you can insert individual time reporting periods, or delete them, as needed.

For more information about how to create time reporting periods in bulk, see Create bulk time reporting periods.

Insert a time reporting period

  1. On the Quick Launch, in the Settings section, click Server Settings.

  2. On the Server Settings page, in the Time and Task Management section, click Time Reporting Periods.

  3. In the Create Periods section, scroll through the list to find where you want to insert a new time reporting period, and then click the nearest existing period.

  4. Click Insert Before or Insert After to create a new row for the period you are inserting.

  5. In the Period Label column, replace the New Period text with the name of the inserted period.

  6. Replace the dates in the Start Date and End Date columns, if you need to.

  7. If the inserted period is currently not open for resources to report data, select Closed in the Status column.

  8. Click Save.

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Delete a time reporting period

You may also find that you occasionally have to delete existing time periods. For example, if your organization has already set up one-week time reporting periods for the whole year, and partway through the year you decide to switch to two-week time reporting periods, you must delete the remaining one-week periods and re-create the rest of the year as two-week periods.

To delete a time reporting period:

  1. On the Quick Launch, in the Settings section, click Server Settings.

  2. On the Server Settings page, in the Time and Task Management section, click Time Reporting Periods.

  3. In the Create Periods section, click the row for the time period you want to delete, and then click Delete.

Important:  To protect project data that is provided by team members, time reporting periods that have associated timesheets cannot be deleted. Because it is common for time reporting periods to have associated timesheets, it is unlikely that you will be able to delete past time reporting periods.

  1. Click Save.

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