Controlling Project Dates

The following entities relevant to projects have effective start and end dates associated with them:

  • Projects. The Details tab on the Project Overview page contains the project's Planned Start and Finish Period.

  • Work plans. The work plan for a project represents the scheduled start and end dates of major deliverables for the project.

  • Staffing profiles. The staffing profile for a project has a Start and End Period.

  • Financial Summaries. The financial summary for a project has a Start and End Period.

Note the following when working with dates:

  • The Planned Start and Finish Period for a project take precedence over the other dates.

  • Planned Start and Finish Period for a project cannot be deleted.

  • Planned Start for a project can be modified unless there is actuals existing in the financial summary. When the Planned Start is modified:

    • Forecast (planned) costs that are entered manually move from the original start period to the new start period.

    • Forecast effort for the staffing profile move from the original start period to the new start period and then the lines in the financial summary affected by the staffing profile are recalculated.

    • Actuals that exist before the original Planned Start are not moved.

  • If the work plan's Scheduled Start or Finish Date falls outside the project's existing date range, a scheduling warning is triggered when the work plan is scheduled.

  • Start Period values for staffing profiles associated with a project are automatically synchronized with the values specified in the Project Details tab. The Start Period for the project's financial benefit are also synchronized with the project, but is offset from the actual Start Period.