Setting the global start date

Ensuring that program spend is accurately tracked helps an organization effectively manage costs and projects. Part of the program spend includes timesheets submitted by workers.

As a Beeline Professional administrator, you can define a global start date that limits the period when workers can submit timesheets and helps ensure that spend is correctly billed to your organization. You can also edit the global start date to change it.

For example, assume the Go-Live date for your tenant site is Friday, March 15, 2024, but you know workers won’t actively start working until the following Monday. Setting the global start date as March 18, 2024, prevents workers from submitting timesheets with hours worked prior to March 18, 2024.

The global start date controls the ability to generate timesheets. This means that workers can submit timesheets only after the global start date is set.

If you’re configuring a production tenant site, set the global start date to the go live date. Do not change this date after the tenant site goes live.

If you’re configuring a sandbox environment, you can choose any date to start testing timesheets.

Before you begin

  • You must have administrator access to Professional.

  • Identify the date from which timesheets can be generated in the system.

Steps

To configure the global start date, complete these steps from any supported browser.

  1. Log in to Professional.

  2. From the left navigation, go to Settings  Spend  Timesheet Settings.

  3. Select the Home tab and in the Timesheet Display Settings section, set the global timesheet start date by entering a date or selecting a date from the calendar.