How do I edit Project & Phase dates?

Editing Project Dates

Project start and/or end dates can be modified at any time. All project dates can be modified through the Projects view under the Dates section. 

Shift Project

This feature allows you to shift the entire project including start and end dates. Any roles/allocations/phases/sub-phases with dates outside of the new project duration will be updated as well.

1. While in the Projects view, select the required project
2. Click Dates
3. Click Shift Project
4. Add a New Start Date
   • A new date can be updated by typing it in or clicking the calendar icon
5.  Click Save to confirm
6. A Shift Project message will appear warning of the new start date and impacts to allocations.
7. Click Confirm to proceed

Shift Project Dates with Drag and Drop

This feature allows you to drag and drop project dates directly on to the Project Gantt view. You can change the time interval using the slider across the top to zoom in or out of your view:

Modify a Project Start Date or End Date

This feature allows you to change a project's start date or end date.  

1. While in the Projects view, select the required project.
2. Click Dates
3. Click the pencil icon beside the requested date
4. Add a new date
   • A new date can be updated by typing it in or clicking the calendar icon
5.  Click Save to confirm

   • If the change increases the length of the project (ex. project start date moved earlier or project end date moved later), the user is given two options:

     • Extend any roles/allocations/phases/sub-phases that used to start/end on the old date to now start/end on the new date.
     • Maintain existing roles/allocations/phases/sub-phases
   • If the change decreases the length of the project (ex. project start date moved later or project end date moved earlier), the user will be presented with the following message: 
6. Click Confirm to proceed

Editing Phase Dates

This feature allows you to change a phase's start date or end date. 

1. While in the Projects view, select the required project.
2. Click Dates
3. Click the pencil icon beside the date of the requested phase
4. Add a new date
   • A new date can be updated by typing it in or clicking the calendar icon
5.  Click Save to confirm

   • If the change increases the length of the phase (ex. phase start date moved earlier or phase end date moved later), the user is given two options:

     • Extend any sub-phases that used to start/end on the old date to now start/end on the new date.
     • Maintain existing sub-phases
6. Click Confirm to proceed