Prerequisites:
- Validate that the customer has provided a start and end date.
- Validate that all holidays included in the period are in the Holidays list for that group.
Steps:
1) Creating a period:
a) Click on the Create a period link.
b) Enter a Period name using previous periods' name as a patern.
c) Enter the Start date. Make sure that the start date is the date after the end date of the previous period.
d) Enter an End date.
e) Uncheck the Training check box.
f) Click on the Create & exit button.
2) New resources and new tasks:
a) if any new resources have to be added to the period, click below:
Procedure - Add resource (Standard)
Procedure - Add resource (Advanced)
b) If any tasks have to be added to the period, click below:
3) Equity Packs
a) Click on Equity Packs.
b) Click on the Adjust previous values button if there are any equity packs with a check box in the Previous column.
* Cumulative equity packs might not need to be adjusted on the first period of the year. Check the group notes or validate with the customer.
* Previous values might be imported either As published or Current. Check the group notes. If there are no notes, ask the customer and add the answer to the group notes.
c) Click on the Adjust dates button if there are any errors in the period with the following message:
Dates of selector #1 are not covered by the period
* Adjust the dates of the packs with the numbered names, e.g. MONTH 1.
* You might need to remove or create new packs to fit the number of months in the period.
4) Release the period:
After making sure that there is no assignments in the period and that all steps(advanced) are not executed: (otherwise use the "Clear step results" and "Clear assignments" buttons before releasing the period).
a) Click on the period name on the top of the page.
b) Validate that the name, dates, tasks, resources and equity packs are correct for the period.
c) Click on the Generated button to generate the period. This can take some time.
d) Click on the Released button to release the period.