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Add Time Period Settings section to Managing Projects#109

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myronkaifung merged 2 commits into
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docs-time-period-settings
Jul 21, 2026
Merged

Add Time Period Settings section to Managing Projects#109
myronkaifung merged 2 commits into
mainfrom
docs-time-period-settings

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@claude

@claude claude Bot commented Jul 20, 2026

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Requested by Wiebke Caronna · Slack thread

Why

The Sendbird support agent and the Docs assistant were unable to retrieve information about the week-start-day and time-period settings because these settings were essentially undocumented. This PR adds that coverage so both product areas and support tooling have a canonical reference.

What changed

Added a new Time Period Settings section to the Managing Projects page (docs/orgs-and-projects/managing-projects.mdx), placed alongside the existing "Manage Timezones for Projects" section since both are project-level configuration. The section documents:

  • Start of week — the day treated as the first day of the week, affecting weekly bucketing and week-based reports.
  • Start of quarter — the month treated as the first month of each quarter, for fiscal calendars that don't begin in January.

It cross-links to the To Date date-range presets and to Roles & Permissions, and notes that access is governed by the Access Time Period Settings permission (Owners/Admins can edit; Analysts/Consumers are view-only, per the roles matrix).

Reviewer should verify

This section was written from references in the repo, not from the live product UI. Please confirm:

  • The exact in-product navigation path to time period settings (this PR mirrors the "Settings -> Project Settings" phrasing used by the timezone section).
  • The precise UI labels and available options for these settings.
  • Whether start of quarter is configured by month or by some other unit.
  • Whether any additional time-period controls exist (e.g. a fiscal-year setting) that should also be documented here.

Generated by Claude Code

@mintlify

mintlify Bot commented Jul 20, 2026

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@myronkaifung
myronkaifung marked this pull request as ready for review July 21, 2026 23:34
@myronkaifung
myronkaifung requested a review from a team as a code owner July 21, 2026 23:34
@myronkaifung
myronkaifung requested a review from pmackle July 21, 2026 23:34
@myronkaifung
myronkaifung enabled auto-merge (squash) July 21, 2026 23:34
@greptile-apps

greptile-apps Bot commented Jul 21, 2026

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Confidence Score: 5/5

This looks safe to merge.

  • No blocking issues found in the changed documentation.
  • Existing documentation supports the stated navigation, To Date behavior, and role permissions.

Important Files Changed

Filename Overview
docs/orgs-and-projects/managing-projects.mdx Adds Time Period Settings guidance consistent with existing report and permission documentation.

Reviews (1): Last reviewed commit: "Merge branch 'main' into docs-time-perio..." | Re-trigger Greptile

@myronkaifung
myronkaifung merged commit f18d3f5 into main Jul 21, 2026
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@myronkaifung
myronkaifung deleted the docs-time-period-settings branch July 21, 2026 23:37
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2 participants