Edit From and To Dates

You may or may not want Maconomy to control the start and end dates on events such as projects, tasks, and milestones in the RO.

You can edit the From and To dates for such events in the RO Project area (at the top of the RO).

You can easily adjust the start and end dates by dragging the tips of the relevant Gantt sticks. Alternately, you can move entire blocks forward or backward in time by dragging on the body or dates in the Gantt sticks to change the dates. When you adjust the dates, the cell bookings under the event are automatically refreshed to match the new start and/or end dates. However, note that this feature does not support resizing milestones or summary lines.

Adjusting dates using the drag-and-drop functionality behaves differently, depending on the Project Start and Finish calculation on imported projects setting in the Admin tool. This setting controls whether dependencies between a project and its child events and dependencies between main and subprojects should be enforced.

If this setting is set to Automatic, the following results occur:

• When you drag and drop the dates of the project, all of its children (tasks/summary/subprojects) follow the adjusted dates.
• Children dictate the start and finish dates of the projects when dragged and dropped.
• All of the main parent project's children (including subprojects) is always within the project duration.

If the setting is set to Semi-Automatic:

• The functionality is the same as that of the Automatic setting, with the exception that subprojects do NOT follow or dictate the start and finish dates of the main parent project.
• You can have subprojects with dates that are outside of the main parent project duration.

When the setting is set to none:

• When you drag and drop dates for the main project, none of its children will follow the adjusted dates.
• You can have tasks with dates that are outside of the main parent project duration.

When you adjust dates using this functionality in People Planner, these dates can also be transferred to Maconomy on 2.6.2 systems or newer when you use the Update Resource Allocations action for the current project.

Note: You cannot edit the From and To dates for events on projects that are configured as read-only.

Note: If the auto-save functionality is enabled, all data is saved after selecting an event's From or To dates. Additionally, the Save and Undo buttons are hidden in the toolbar.

To edit an event’s From or To date:

1. Select the event’s From or To date.
2. Choose the new date from the calendar drop-down.

   It is important to note the following:

   • You can only change From or To dates for events that do not have child events. The From and To dates of a parent event are determined entirely by the From and To dates of all of its children, combined. The From and To dates of a parent event are thus updated when you edit the From and To dates of any of its children.

   • You must save or cancel any unsaved bookings before you can change From or To dates. If you have not saved or canceled, the calendar drop-down is disabled; a tool tip tells you that you must save or cancel bookings before you can edit those dates.

   • When you are editing From and To dates, you cannot create bookings, some buttons (except for Save and Undo) are disabled, and some grid layout options (such as adding or removing columns) are disabled. For example, you cannot remove, sort, or group on the date column that you are in the process of editing.