Projects have three layers of dates: 

• Project Start/End dates
• Role Start/End dates
• Engagement Start/End dates 

Project start date and end dates

are set when the project is created.  If the project has been shared with you, these dates cannot be changed.  

If you have created your own project to edit the start and end dates, navigate to the three ellipses.  Select Edit Project Details 

Role start and end dates

are created when the Project Role is added.  If the Project roles have been shared with you, these dates cannot be changed.

To update Role start and end dates, navigate to the Project view, select the three ellipses on the role you want to edit. Click Manage 

Engagement start and end dates

can be updated at an individual personnel level by navigating to your confirmed personnel.  Click on the dates to pop out the options.

Note that the Project start/end dates are greyed out and cannot be updated here. 

Once you have updated your dates. Click Next. The notify personnel option appears. This will email your personnel. For SMS options please use the icon.

Updated 22 November 2024 03:35