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Setting Up Periods

Periods are time periods that are used in your business, such as Q1 2002 or Jan. 2001. Periods are used extensively in the Siebel application, such as in forecasting, time sheets, and expense reports.

Be sure to set up periods far enough into the future to accommodate forecasting. For example, the default forecast is for seven months ahead. Therefore, if you keep this default, you must create periods defined for at least seven months from the current date for forecasting to work correctly.

To set up periods

  1. Navigate to the Administration - Data screen, then the Periods view.
  2. In the Period Definition list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.



    Type a name for the period, such as Q1 2001.


    Select the check box to indicate that the period has already closed.


    Select the start date for the period.


    Select the end date for the period.


    Select a value for the type of period, such as month, quarter, or year.


    Type a description of the period.

Associating Period Units with a Period

After setting up a period, you can associate Period Units with it. Period Units allow you to define one time unit in terms of another time unit. For example, day periods can be associated with week periods for use in Timesheets. When a new timesheet is created for a week period, each day in that week is also added to the timesheet. This functionality requires the day periods to be associated as Period Units with the week period.

To associate period units with a period

  1. Navigate to the Administration - Data screen, Periods view, and then select the appropriate period.
  2. In the Period Units list, create a new record.
  3. In the Period Units dialog box, select all the period units to associate with this period, and then click OK.
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