Period management
The default time periods are stored in Period management. This is where you can create and manage Custom time periods that you can tailor-make to suit your needs. An example of a custom period is a Financial Year that does not follow the calendar year.
How to use Period management
Period management can be found in the View menu or under Structure in the Window menu.
Period management contains a list of the default time periods in the system. Each has the following properties:
Properties
General
-
Name - the default time periods use the names found in Period format
-
Description - an optional text describing the period
Configuration
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Available - mark the box if the period should be available for use in the system. If not marked the time period will not appear in the period drop-down in the Info bar.
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
Access control
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Read accessors - click the Edit button (
) and authorize one or more users and user groups to view the object on Web. -
Add accessors - click the Edit button(
) and authorize one or more users and user groups to add new objects to the object on Web. -
Write accessors - click the Edit button(
) and authorize one or more users and user groups to edit the object on Web. -
Delete accessors - click the Edit button(
) and authorize one or more users and user groups to delete the object on Web. -
Ownership - click the Edit button (
) and grant ownership of the object to one or more users and user groups. Users and user groups who own the object have full access rights to it.
-
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.
Custom Periods
Use Custom periods to create your own tailor-made period types, e.g. a financial year that does not start in January. See the Custom Period section for information.
