Timesheet Periods define the time intervals in which users can enter and submit timesheets (e.g. weekly periods).

They are critical for controlling time entry, approvals, and reporting, ensuring consistency across resource and project tracking.

Important: Permissions Required

This task is available to users with administrative access to Settings in Altus.

• If you do not see the required options, you may not have sufficient permissions
• Contact your system administrator to request access or support

Accessing Timesheet Periods

1. Navigate to Settings
2. Locate the Resources section
3. Select Timesheet Periods

This view displays all configured timesheet periods, including:

• Period Name
• Start Date
• Finish Date
• Timesheet Period Status (Open / Closed)

Creating Timesheet Periods

Create Individual Timesheet Period

1. Select New
2. Enter required details:
3. • Name (e.g. FY 2025–26 Week 1)
   • Start Date
   • Finish Date
3. Set the Timesheet Period Status
4. Select Save or Save & Close

Bulk Create Timesheet Periods

Use Bulk Create to efficiently generate a full sequence of timesheet periods.

1. Select Bulk Create
2. Complete the required fields:

Start Date

• Defines when the first timesheet period begins

Period Duration

• Defines the length of each period
• Commonly set to 1 Week(s) for weekly timesheets

Number of Periods

• Defines how many periods to generate (e.g. 52 for a full year of weekly periods)

Sequence Seed

• Defines the starting number for the period sequence (e.g. 1 = Week 1)

Name Template

• Defines how periods are named
• Supports tokens such as:
• • {sequence}
  • {start}
  • {finish}
• Example: FY 2025–26 Week {sequence}

1. Select Bulk Create

This will generate a structured set of timesheet periods covering the defined timeframe.

Opening and Closing Timesheet Periods

Timesheet periods are controlled using the Timesheet Period Status field.

Closed Period

• Prevents users from entering or submitting timesheets
• Prevents updates to previously submitted time entries
• Prevents users from recalling submitted timesheets
• Typically used after timesheets have been reviewed and approved
• Ensures time data is finalised for reporting and compliance

Open Period

• Allows users to enter and submit timesheets
• Allows submitted timesheets to be recalled (if required and permitted)
• Used for current and active reporting periods

Important: Managing Period Continuity

Timesheet periods should form a continuous, gap-free sequence:

• Periods must align sequentially (end date → next start date)
• Avoid gaps or overlaps between periods
• Deleting a period that creates a gap may not be supported by the system

This ensures:

• Accurate time tracking
• Consistent approval cycles
• Reliable reporting and utilisation metrics

How Timesheet Periods Are Used

Timesheet periods support:

• Time entry and submission cycles
• Manager approvals
• Resource utilisation and reporting

Each timesheet entry is recorded against a defined period, enabling structured tracking of effort.

Key Considerations

• Align timesheet periods with organisational reporting cycles (e.g. weekly)
• Ensure periods are created in advance to avoid disruption to users
• Close periods only once approvals and corrections are complete
• Only reopen periods under controlled governance

Tips

• Use Bulk Create (e.g. 52 periods) to establish a full year upfront
• Apply consistent naming conventions (e.g. FY + Week number)
• Keep at least one future period open for continuous time entry
• Regularly review period status to align with reporting timelines