To eliminate the inefficiency of manual date updates, we've introduced a new function that automatically adjusts associated role dates when you extend a project's end date.
This enhancement significantly streamlines the management of project, role, and worker engagement dates, improving overall efficiency and data integrity.
When you extend a project's end date, the system automatically updates the end dates of all active and future roles within that project.
Navigate to Projects and select the project that you want to extend.
Click the ellipsis icon and select Edit Project Details.
| Click Save. |
You have the option to deselect any roles you wish to keep at their original end date. Click Yes, confirm end date change.
The option to send an email notification and include a custom message to affected personnel becomes available when the following conditions are met:
- You are extending the project end date (not shortening it).
- There are active roles associated with the project.
- There are impacted personnel whose engagement dates are linked to the roles (i.e., those who don't have custom end dates).
Note: You will receive an email notification when the process is completed.
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