Period Template—Exercise

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Main Exercise

Period Template

Purpose: The purpose of this exercise is to show you how to set up a period template.

Windows:
Period Template Maintenance

  1. Open the Period Template Maintenance window.
  2. Select New.
  3. Select a site in the Site field. Enter a valid site code or use the List of Values to select the site.
  4. Enter the number of the period template in the Template ID field.
  5. Enter the description of the template in the Template Description field.
  6. Select a calendar in the Calendar field. Use the List of Values to select from available calendars.
  7. Select the begin date for period 1 in the Period 1 Begin Date field.
  8. With the cursor in the table area, select New. The period number will be automatically assigned.
  9. Enter the length of the period in the Period Length field.
  10. Select the unit of the period length in the Plan Period Unit list box.
  11. Save the record. The fields Length in Work Days, Period Begin Date, and Period End Date are updated automatically by the system.