Synchronizing Start and End Dates for All Project Levels

Sage ERP Accpac Project and Job Costing 6.0

Synchronizing Start and End Dates for All Project Levels

The Contract Maintenance form includes fields that let you specify projected start and end dates and current start and end dates for projects, resources, and resource categories.

If the project has an Estimate or Open status, you can easily assign to resources and resource categories the same start and end dates that you assign to the associated project. (If the project has an Estimate status, you can set projected start and end dates for resources and categories. If the project has an Open Status, you can set the current start and end dates for resources and categories.)

To assign the same dates to projects, resources, and resource categories:

  1. Select a project on the tree.

  2. On the project record, click the zoom () button beside the End Date field.

    If the project has an Estimate status, you use zoom button for the Projected End Date field to open the Set Dates form, then set the projected start and end dates for resources and categories.

    If the project has an Open Status, you use the zoom button for the Current End date field to open the Set Dates form, then set the current start and end dates for resources and categories.

The Set Dates form opens.

  1. The program displays the dates used for the project as defaults. You can change the dates for the resources and categories, if necessary.

  2. Click OK to update the start and end dates for all the resources and categories in the project.