Users with Manage Role permissions can edit fields such as the start and end dates of a role.
Projects > List > Operations
With a project in context, select the field to be changed, make the revision, and save to confirm the changes. A icon appears when hovering over an editable field.
Editable fields include:
- Role Type
- Role Start Date
- Role End Date
- Role Allocation %
- Person Allocated
- Allocation Start Date
- Allocation End Date
Note: Role dates must be within the start and end dates of the project in question.
When multiple role dates need to be edited within a project, the checkboxes beside Salaried, Hourly or Role Title fields can be selected to perform a bulk edit.
Once selections are made, a panel will appear within the project details modal to Edit Dates or Deselect All the current selections.
Projects > Gantt
Edit role dates from the Gantt view as well. Similar to above, select the icon beside the role to change and edit the date. Select Save to apply your changes.