Users with Manage Role permissions can edit fields such as the start and end dates of a role.
Projects > List > Operations
To update a project, select the icon to edit, then Save to confirm.
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. Click on a project bar to view the project's profile.