Setting Current Time Period Fields

Professional Services Cloud

You can automatically set the current time periodClosed field on a regionClosed, practiceClosed, groupClosed, resourceClosed or projectClosed by using Batch Apex to schedule a job that executes a new Apex class.

To schedule a Batch Apex job:

  1. From Setup, click Develop | Apex Classes | Schedule Apex.
  2. Enter a job name, such as Nightly Time Period Updates.
  3. Enter the Apex Class name: RPGPRMaintenanceSchedule.
  4. Enter the Frequency: Weekly.
  5. Enter each day that you want the job to run on.
  6. Enter a Start Date of today, and an End Date well into the future.
  7. Enter a Preferred Start Time. We recommend that you set this to a time outside of business hours.
  8. Click Save.

To check whether a job is scheduled and whether it has run, from Setup click Monitoring | Scheduled Jobs.