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Help Project Managers

Rescheduling a project

Sometimes, projects don't start when project managers expect them to. To make it easier to move a project, we offer a Reschedule Project utility for each project.

With this utility, you can choose a new start date, and then choose whether to update dates for the project's resource requests, tasks, and/or bill plans.

To reschedule a project:

  1. Go to Projects > Timeline, and click the name of the project you want to reschedule.
  2. Click the icon, located in the top, right-hand corner of the page.
  3. Select the Reschedule Project option.

  1. Enter the new project start date.

  2. If you want ensure the number of work days and work hours remains the same as currently scheduled, enable the Adjust dates for work days check box.

    With this option enabled, dates are adjusted such that the number of work days and hours remains the same. The new start date you selected will be unchanged, only other dates will shift.

  1. Enable the check box for each option you want to move, and select from the related options, if needed.
  2. Click Reschedule Project.

About the Reschedule Project options

Reschedule Resource Requests

There are two options for rescheduling resource requests:

  • Reschedule Resource Requests without Proposed or Accepted Resources - choose this if you want the utility to retain and automatically reschedule any requests you haven't yet sent for fulfillment
  • Release All Resources & Reschedule All Resource Request - choose this if you want to re-create all requests manually

Reschedule Tasks

There are three options for rescheduling tasks:

  • All Tasks - All of the project's tasks will be rescheduled automatically
  • Not Started & In Progress Tasks - Only not started and in progress tasks will be rescheduled automatically
  • Not Started Tasks - Only not started tasks will be rescheduled automatically

Reschedule Bill Plan

Check this option to automatically reschedule your bill plan for the project, based on your new date.

The bill plan can't be automatically rescheduled if billing has already started.