Edit Project & Phase Dates

Project and phase dates can be modified at any time through the Projects view under the Dates tab.

 

Edit Project Dates

Shift Project

This feature allows shifting the entire project including start and end dates. Any roles, allocations, phases, or sub-phases with dates outside of the new project duration are updated as well.

1. Open the required project and select the Dates section.
2. Select the Shift Project button.
3. Add the new date by typing it in or clicking the calendar icon.
4. Select Save to confirm.
5. A warning message appears about the impact of the date shift.
6. Select Confirm to proceed.

 

Edit Project Start Date or End Date

When a project date is edited, users have visibility and options surrounding potentially impacted phases, allocations, and role dates due to the project date update.

1. Open the required project and select the Dates section.
2. Select the icon beside the requested date. 
3. Edit the new date by typing it in or selecting the calendar icon.
4. Select Save to confirm.
5. A window opens that outlines all impacted phase dates and roles.
   • If a project is extended, the option of selecting specific phases and roles to extend becomes available.
6. Select Save to proceed.

 

Edit Phase Dates

The general rules for phase dates apply when editing phase dates.

1. Open the required project and select the Dates section.
2. Select the icon beside the requested date. 
3. Edit the new date by typing it in or select the icon.
4. Select Save to confirm.
5. A modal opens that outlines all impacted phase dates and roles.

You can decide how to handle changes to the project, phase, and role dates. 

 

Phase Date Edited

• The impacted phase and tentative change are presented at the top of the window.

 

Project Date Changes

• Use the checkbox to determine how the project duration is impacted.

 

Impacted Phases

• The other phases on the project can be shifted to align with the updated phase or left as is.
• Sub-phases are not displayed but can be impacted by the change to the dates.

 

Impacted Roles

• Confirm which roles are impacted by the change.
• Roles can be left with the current dates or extended/shifted accordingly to align with the updates.