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How to Automate Opening and Closing Time Periods?

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  • 1.  How to Automate Opening and Closing Time Periods?

    Posted 04-19-2019 11:54 AM

    Hello All - 

     

    Wondering best practices and recommendations for automating opening and closing time periods?

     

    Logic could be 2 weeks prior, current week, and 2 weeks future are active.  As each new week comes, automation closes one week in the past (the one furthest away) and opens one week in the future (next one up).

     

    Example:

    Weeks open are 04/01, 04/08, 04/15 (current), 04/22, 04/29. Once we move into next week (04/22), automation closes the 04/01 week and opens 05/06 week.  Next time would close 04/08 and open 05/13.

     

    Is there a job that accomplishes this?   Appreciate all help, time and effort.

     

     

    Matt



  • 2.  Re: How to Automate Opening and Closing Time Periods?
    Best Answer

    Posted 04-19-2019 01:43 PM

    If you have 14.1 or later you could create a gel script that xogs in the status, See

    CA PPM Tuesday Tip: XOG Time Reporting Periods 

    for the xoging

    Then a weekly job which executes the process.



  • 3.  Re: How to Automate Opening and Closing Time Periods?

    Posted 04-21-2019 11:24 PM

    As urmas has pointed out, it can be scripted.

     

    But, in practice, unless there is a very clear corporate direction that 'you SHALL SUBMIT timesheets', there will always be a proportion of individuals wanting to submit timesheets for closed periods.  If is automated, then the PMO will be periodically re-opening prior periods for those individuals.  If it is manual, then those annoying reminders are being sent out to submit the timesheet, and the PMO can then manually determine if the period can be closed off.