In this article, we will review the time reporting periods in PPM Express.
Time Reporting Periods provide structure and control over how and when time is reported, ensuring consistent and reliable time tracking across the organization.
Time Reporting Periods allow administrators to define specific date ranges during which users can report their time. These periods help control when time can be entered, edited, and locked. If no reporting periods are defined, time reporting is unavailable. Users will not be able to log or edit time, regardless of project or connection settings. The system will display a notification that no reporting period exists.
Creating Reporting Periods
Time Reporting Periods are configured by PPM Express Administrators via the Settings -> Time Tracking Settings.
On the Time Tracking Settings page, navigate to Time Reporting Settings -> Time Reporting Periods -> Define time reporting periods link.
Click the Create Periods button or the Bulk Create button.
Provide details for the created periods:
- Date the first period starts
- Length of the period
- Length of periods to be created
- Prefix
- Next Sequence Number
- Suffix
Click Bulk Create.
When the periods are created, administrators can filter periods by:
- All periods
- Open periods
- Closed periods
When creating reporting periods, the following rules apply:
1. No Overlapping Periods. The system validates dates to ensure consistency.
- Periods cannot overlap.
- Periods must follow a strict chronological sequence.
- Gaps between periods are not allowed.
2. Maximum Period Length. The maximum length of a reporting period is 366 days.
3. Open and Closed Periods. Reporting periods can be either:
- Open (Users can log time and edit existing time entries)
- Closed ( No new time can be posted. Existing time cannot be edited. The period becomes locked)
The status can be changed on the Time Reporting Periods page.
4. Deletion of the Time Reporting Periods
A reporting period cannot be deleted if it contains time entries. If at least one time record exists in the period, the system will prevent deletion.
Empty periods can be deleted without issues.
5. Permissions. Only users with Administrator permissions can:
- Create reporting periods
- Edit periods
- Close or reopen periods
- Delete periods
Regular users can only report time within open periods.