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Shift Project Dates for a Future Project

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Objective

To shift the dates of an entire project along with all assignments and requests.

Background

Workforce Planning gives you the ability to edit future active or pending projects that are delayed or will begin sooner than planned. When using the Shift Project option, you can enter the new start date and any associated assignments and requests are shifted by the same duration and in the same direction in time.

Things to Consider

 Important

For customers with Workforce Planning integrations:

  • The Shift Project toggle must be turned ON if your integrated projects are created and managed outside of Workforce Planning. See Configure Integration Settings for Workforce Planning.
    Note: If you have an integration where start date is ignored, or where a project is created in Workforce Planning, you do not need to turn the Shift Project toggle on.
  • The start date must be updated in your system of record. Projects, assignments, and requests will automatically shift the next time your system syncs with Workforce Planning.
  • If a project end date has been shortened or extended via an integration, along with a new start date, assignment and request end dates will need to be manually updated.

Prerequisites

  • The project's start date must be in the future, set in the project's information section.
  • The project's status must be 'Active' or 'Pending'.

Steps

You can edit project information in two (2) places:

Shift Project from the Assignment Boards

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards.
  3. Next to the project you want to shift, click the horizontal ellipsis icon-ellipsis-wfp.png and select Shift Project.
  4. Enter a new project start date.
  5. Click Update.
    The start date is updated and any associated workforce assignments and requests are shifted by the same duration and in the same direction in time.

Shift Project from the Assignment Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Next to the project you want to shift, click the horizontal ellipsis icon-ellipsis-wfp.png and select Shift Project.
  4. Enter a new project start date.
  5. Click Update.
    The start date is updated and any associated workforce assignments and requests are shifted by the same duration and in the same direction in time.