Contract Deliverable Recurrence Subtask

Use this subtask to define recurrence settings for the contract deliverable.

Contents

The fields on this subtask are enabled only if the Make Recurring checkbox is selected on the main screen. Settings specified on this subtask are also displayed as a summary in the Recurrence field.

Field	Description
Start	Enter, or click to select, the date when the recurrence should begin. This sets the initial due date for the deliverable series.
Repeat every	Specify the recurrence interval by entering a number and selecting a time unit (Day, Week, Month, or Year). This determines how often the deliverable should repeat.
Repeat on	These fields display only when Repeat every is set to Week or Month. If you selected Week, select the checkboxes corresponding to the days by which the deliverable should recur. If you selected Month, choose from the following options: Day: Indicate the specific day of the month when the deliverable should recur. For example, entering 8 means the deliverable will repeat on the 8th day of each selected month. The (weekday): Define recurrence based on the weekday position within the month (for example, third Monday). This is useful for schedules like first Friday or last Wednesday of the month.
Ends	Set a specific date when the recurrence should stop: On: Enter, or click to select, a fixed end date. After: Enter the number of times the deliverable should recur before the schedule ends. You can enter a value from 1 to 104. If you enter a number greater than 104, Costpoint will display an error message and prevent you from saving the recurrence.
Create Recurrence	Click this button to generate recurring deliverable records based on the settings defined on the subtask. This action applies the selected recurrence pattern to the current deliverable and creates future records accordingly. This button is enabled only when: The Make Recurring checkbox is selected on the main screen. There is no more than one saved deliverable record in the recurrence group. Unsaved records do not count toward this limit. If recurrence records were previously removed and a new recurrence needs to be created, you can only recreate the recurrence after the due date of the existing deliverable has passed.
Remove Future Recurrence	Click this button to delete all upcoming deliverable records associated with the current recurrence setup. This button is enabled only when: The Make Recurring checkbox is selected on the main screen. There are two or more saved deliverable records in the recurrence group. The Original Due Date is populated. When you click this button, Costpoint will delete all future recurrence records starting from the selected record onward. Existing and completed occurrences will remain intact. You will be prompted to confirm the action before deletion proceeds. Once confirmed, the records are removed in the background and may not immediately disappear from view. Refresh the screen to see the updated list.