Defines the name for the time bank (50-character limit)

Defines the start and end date for which the time bank is effective. Time banks must be between 6 weeks and 1 year in length.

By default, the date range is set for the entire current year - from January 1 to December 31 of the current year. If you want to define a shorter time frame for the time bank, select the Calendar icon and set the date range accordingly.

Read-only field that displays the organization for which the time bank is created (the selected organization).

Target Hours

Specifies that target hours can be calculated from one of the following:

• Target Hours, Minutes: Defines the total time (in hours and minutes) included in the time bank. To enter the total hours for the time bank manually, select this option and enter the hours and minutes for the time bank.

• Use Strategic Planner Plan: Defines the Strategic Planner data you want to use to overwrite all or some of the data defined for the time bank. Make sure that the plan overlaps the start date and end date specified for the time bank. If you change the start or end date, you need to reselect the Strategic Planner plan. Strategic Planner plans are loaded differently, based on whether they were exported from a Monthly or Weekly Scenario.

Details

Typically a 7-day period within the defined time frame of the time bank.

The system divides the target hours for the time bank by the number of days defined in the time frame of the time bank. It then populates each Base Period with that number for the days in the period. Figures are rounded to the nearest 15 minutes.

Base periods start on the same day as the organization start day. The first and last base periods could be less than seven days in length.

Groups of base periods you can create to view the target total hours for periods. The intermediate periods are longer than the weekly base periods, but shorter than the whole time bank period. For example, a whole time bank period is 1 year. You can create intermediate periods of 4 months each, which include 16 base periods.

Intermediate periods do not need to contain equal numbers of base periods. For example, you can have an intermediate period with 3 base periods, another intermediate period with 4 base periods, and another with 2 base periods.