Users with Manage Role permissions can edit fields such as the start and end dates of a role.
Projects > List
With a project in context, click directly on the field you want to change, make the revision, and save to confirm the changes. A pencil icon appears when you hover 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 or Role Title fields can be selected to perform a bulk edit.
Once selections are made, a box will appear within the project details modal to Edit Dates or Deselect All the current selections.
Projects > Gantt
You can edit role dates from the Gantt view as well. Similar to above, click directly on the applicable field you want to change and complete the requested updates. Don't forget to click Save to apply your changes!