Specify Start and End Dates for Project Categories and Resources
Overview
Before
you start
-
Determine start and end dates for the project.
To assign the same dates to project resources and categories:
-
Open Project and Job Costing > PJC Transactions > Contract Maintenance.
Click here for help on the fields on the Contract Maintenance form.
-
In the Contract field, type the contract number or use the navigation buttons or the Finder to display the contract to which the project belongs.
-
On the
contract tree,
click the number for the project whose start and end dates you want to
set.To display the Tree view, from the File menu, click Show Tree.
-
On the project record, beside the
End
Date field,
click the zoom (
) button. 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. The program displays the start and end dates from the project record as defaults.
-
Enter the start and end dates you want to assign as defaults to project categories and resources.
-
Click OK to update the start and end dates for all the categories, resources, and resource categories in the project.