Rescheduling project phases

<< Prev   Next >>

You can change start date, end date, or duration of a project phase or subphase whose status is Open or In progress.

To do this:

1. Go to Company.
2. Under Project management, click Projects.
3. In the Projects catalog, do any of the following:
   • Select a project line where Status is Open or In progress. Then click Project workplace.
   • Double-click a project line where Status is Open or In progress. Then, in the project details window, click Project workplace.
4. In the project workplace, in the View mode field, select Planning.
5. Do the following depending on your needs:
   • For a phase or subphase without subphases:
     • To change the start date of a project phase or subphase, edit the Start field. The end date of the project phase or subphase is recalculated accordingly.
     • To change the end date of a project phase or subphase, edit the End field. The duration of the project phase or subphase is recalculated accordingly.
     • To change the duration of a project phase or subphase, edit the Duration field. The end date of the project phase or subphase is recalculated accordingly.
   • For a phase or subphase with subphases, edit the Start. End, or Duration field of the subphases.
     The target phase start date will be set to the earliest start date of its subphases.
     The target phase end date will be set to the furthest end date of its subphases.
     The target phase duration is calculated automatically based on its start and end dates.

If you change the dates of a phase specified in the Previous phase field for another phase, the dates of another phase can be recalculated accordingly. This applies if the Recalculate phase dates automatically checkbox is selected in the project settings.

<< Prev   Next >>