{"id":112984,"date":"2018-02-28T16:20:53","date_gmt":"2018-02-28T21:20:53","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=112984"},"modified":"2023-03-31T15:19:51","modified_gmt":"2023-03-31T19:19:51","slug":"project-dates","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/about\/service\/ppm\/project-and-program-managers\/project-dates\/","title":{"rendered":"How to set Project Dates"},"content":{"rendered":"<h1 aria-hidden=\"true\">Entering &amp; Editing Project Dates<\/h1>\n<p><!-- This h1 is not included in the accessibility tree and therefore ignored by the rule --><br \/>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Projects without tasks<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p>The following instructions are how to set project dates without having project tasks on the tasks tab of the project. If you would like to use project tasks, see the instructions below.<\/p>\n<ol>\n<li>After a project is created from a project request, the Planned start date and Planned end date are required fields. ServiceNow will set the Planned start date as the date the project is created and the Planned end date to one business day after the project is created. You can edit these dates.<\/li>\n<li>The planned dates can be changed on the dates tab when a project is in a state prior to Active Initiation.<\/li>\n<li>When you change the status of the project to Active Initiation the Actual start date will be required and will default to today. It can be edited.\n<ul>\n<li>The Planned end date cannot be changed while the project is in a state post Active Initiation.<\/li>\n<li>The Planned end date will recalculate based on the Actual start date and the planned duration.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<ol start=\"4\">\n<li>When you set the project status to Active Build, or a later status, the Planned end date will be recorded in the Original End date field. It cannot be edited.\n<ul>\n<li><strong><u>IMPORTANT: Check your Planned end date before Changing to Active Build<\/u><\/strong><\/li>\n<li>In order to avoid recording the ServiceNow default Planned end date as the Original end date, the Planned end date cannot be one day after the date the project was created. If this is the case, you will receive an error message.<\/li>\n<\/ul>\n<\/li>\n<li>When changing the project status to Completed, the Actual end date is required and will default to today. It can be edited.<\/li>\n<li>You can switch to a project that uses tasks at any time. See PROJECT WITH TASKS. To return to controlling dates at the project level, delete all tasks from the project.<\/li>\n<\/ol>\n<p><\/div>\n<\/div>\n<\/p>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Projects with tasks<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\">\n<ol>\n<li>After a project is created from a project request, the Planned start date and Planned end date are required fields. ServiceNow will set the Planned start date as the date the project is created and the Planned end date to one business day after the project is created. You can edit these dates.<\/li>\n<li>You may choose to use the PMO Project Key Milestones template. Key milestone tasks as defined by the PMO are included in this task template.\n<ul>\n<li>Click on the \u201cTo apply template click here.\u201c link in the blue box at the top of a project. (The link will only show when there are no project tasks on the project.)<\/li>\n<li>Select a date for the tasks default start date. This should be your project Planned start date or the date you want the project Planned start date to be.<\/li>\n<li>Select the \u201cPMO Project Key Milestones\u201d template\n<ul>\n<li>This will create 12 project tasks on the task tab.<\/li>\n<li>You can edit or delete any of these tasks<\/li>\n<li>The Project Timeline task is intended for setting the overall Planned start and Planned end dates of a project in case the other tasks may not yet align with the desired Planned start and end dates.\u00a0You do not have to use this Project Timeline task. You can edit or delete this task.\n<ul>\n<li>Set the Project Timeline task Planned start date to the earliest desired start date for the project.<\/li>\n<li>Set the Project Timeline task Planned end date to the desired Planned end date of the project.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<ol start=\"3\">\n<li>You can also manually create tasks from the project task tab.\n<ul>\n<li>For more information on Project tasks and dependencies, see <a href=\"https:\/\/www.bu.edu\/tech\/about\/service\/ppm\/project-and-program-managers\/how-to-use-project-scheduling-functionality\/\">How to use Project Scheduling Functionality<\/a><\/li>\n<\/ul>\n<\/li>\n<li>The project Planned start date can only be changed if the project is in a state prior to Active Initiation and at least one project task has a Time Constraint set to Start ASAP.<\/li>\n<li>When you set the project status to Active Initiation or a later status, the Actual start date will be required and will default to today. It can be edited.\u00a0However this date will change as soon as the first task enters WIP. See #7 below.<\/li>\n<li>When you set the project status to Active Build, or a later status, the Planned end date will be recorded in the Original End date field. It cannot be edited.\n<ul>\n<li><strong><u>IMPORTANT: Check your Planned end date before Changing to Active Build<\/u><\/strong><\/li>\n<li>In order to avoid recording the ServiceNow default Planned end date as the Original end date, the Planned end date cannot be one day after the date the project was created. If this is the case, you will receive an error message.<\/li>\n<\/ul>\n<\/li>\n<li>When a project task is started, change the project task status to \u201cWork in Progress.\u201d\n<ul>\n<li>The task Actual start date cannot be entered until the task status is \u201cWork in Progress.\u201d<\/li>\n<li>The task Actual start date will default to today. This date can be edited.<\/li>\n<li>When one or more project tasks are in the \u201cWork in Progress\u201d state, the project Actual start date will equal the earliest project task Actual start date.<\/li>\n<li>Once a project task Actual start date is entered, the task Planned end date will move according to the project task planned duration.<\/li>\n<\/ul>\n<\/li>\n<li>As project tasks are completed, you will mark them Closed Complete, Closed Incomplete, or Closed Skipped.\n<ul>\n<li>The task Actual end date will default to today. This can be edited.<\/li>\n<li>When all tasks are in a Closed status, the project Actual end date will be set to the latest Actual end date of any task.<\/li>\n<\/ul>\n<\/li>\n<li>If you are using task dependencies and they are set to, Start ASAP, Changing task dates will recalculate linked tasks and affect project dates.<\/li>\n<li>If you change a task date on the Planning Console table view or on the graph, the project date will be updated.\n<ul>\n<li>EXCEPTION: If a change you make will move the project Planned start date earlier than it currently is, it will not change. To make this change, you will have to right click a task and click the edit option.<\/li>\n<\/ul>\n<\/li>\n<li>\u2018Move Project\u2019 Related link if Project Status is Requested or Prioritized allows change of project start date and will shift tasks\u2019 start dates appropriately.<\/li>\n<\/ol>\n<p><span><\/div>\n<\/div>\n<\/span><\/p>\n<h1>Project Date Fields Charts<\/h1>\n<p><span><div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Project date fields<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/span><\/p>\n<table width=\"0\">\n<tbody>\n<tr>\n<td width=\"108\"><strong>Field<\/strong><\/td>\n<td width=\"92\"><strong>Required<\/strong><\/td>\n<td width=\"239\"><strong>Behavior if Not Using Project Tasks<\/strong><\/td>\n<td width=\"254\"><strong>Behavior if Using Project Tasks<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Requested start date<\/td>\n<td width=\"92\">Optional<\/td>\n<td colspan=\"2\" width=\"493\">\u00b7\u00a0\u00a0 Client enters the date on Project Request<\/p>\n<p>\u00b7\u00a0\u00a0 Can be manually edited<\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Requested end date<\/td>\n<td width=\"92\">Optional<\/td>\n<td colspan=\"2\" width=\"493\">\u00b7\u00a0\u00a0 Client enters the date on Project Request<\/p>\n<p>\u00b7\u00a0\u00a0 Can be manually edited<\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Planned start date<\/td>\n<td width=\"92\">Required (cannot be blank)<\/td>\n<td width=\"239\">\u00b7\u00a0\u00a0 Defaults to the date the project is created<\/p>\n<p>\u00b7\u00a0\u00a0 Can be manually edited<\/td>\n<td width=\"254\">\u00b7\u00a0\u00a0 Planned start date will equal the earliest Planned start date of a task in any status<\/p>\n<p>\u00b7\u00a0\u00a0 Cannot be manually edited<\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Planned end date<\/td>\n<td width=\"92\">Required (cannot be blank)<\/td>\n<td width=\"239\">\u00b7\u00a0\u00a0 Defaults to one day after the project Planned start date<\/p>\n<p>\u00b7\u00a0\u00a0 Can be manually edited<\/p>\n<p>\u00b7\u00a0\u00a0 Planned end date cannot be earlier than the Actual start date<\/td>\n<td width=\"254\">\u00b7\u00a0\u00a0 Planned end date will equal the latest Planned end date of a task in any status<\/p>\n<p>\u00b7\u00a0\u00a0 Planned end date will change based on task Planned end date<\/p>\n<p>\u00b7\u00a0\u00a0 Cannot be manually edited.<\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Actual start date<\/td>\n<td width=\"92\">Required*<\/td>\n<td width=\"239\">\u00b7\u00a0\u00a0 Required when project is set to Active Build<\/p>\n<p>\u00b7\u00a0\u00a0 Defaults to date the status is changed to any \u201cActive\u201d status<\/p>\n<p>\u00b7\u00a0\u00a0 Can be manually entered and edited<\/td>\n<td width=\"254\">\u00b7\u00a0\u00a0 Set by earliest Actual start date of a task when task is set to Work in Progress<\/p>\n<p>\u00b7\u00a0\u00a0 If no tasks are in Work in Progress, Actual start date will be blank<\/p>\n<p>\u00b7\u00a0\u00a0 Cannot be manually edited<\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Actual end date<\/td>\n<td width=\"92\">Required*<\/td>\n<td width=\"239\">\u00b7\u00a0\u00a0 Required when project is set to Completed<\/p>\n<p>\u00b7\u00a0\u00a0 Defaults to date status is changed to complete<\/p>\n<p>\u00b7\u00a0\u00a0 Can be manually set.<\/td>\n<td width=\"254\">\u00b7\u00a0\u00a0 Set by latest Actual end date of a task when all tasks are completed<\/p>\n<p>\u00b7\u00a0\u00a0 Project status does not have to be marked completed to show Actual end date<\/p>\n<p>\u00b7\u00a0\u00a0 Cannot be manually edited.<\/td>\n<\/tr>\n<tr>\n<td width=\"108\">Original End Date<\/td>\n<td width=\"92\">Display only<\/td>\n<td colspan=\"2\" width=\"493\">\u00b7\u00a0\u00a0 Set to same date as Planned end date when project status is set to Active Build or later<\/p>\n<p>\u00b7\u00a0\u00a0 Cannot be changed once it is set<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><\/div>\n<\/div>\n<\/p>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">Project Task date fields<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\">\n<table>\n<tbody>\n<tr>\n<td width=\"139\"><strong>Task Field<\/strong><\/td>\n<td width=\"140\"><strong>Required<\/strong><\/td>\n<td width=\"142\"><strong>Default behavior<\/strong><\/td>\n<td width=\"144\"><strong>Ability to Edit<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Planned start date<\/td>\n<td width=\"140\">Required<\/td>\n<td width=\"142\">\u00b7\u00a0 Defaults to the day the task is created or the project Planned start date, whichever is later<\/td>\n<td width=\"144\">\u00b7\u00a0 Can be edited<\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Planned end date<\/td>\n<td width=\"140\">Required<\/td>\n<td width=\"142\">\u00b7\u00a0 Defaults to one day after the task Planned start date<\/p>\n<p>\u00b7\u00a0 Planned duration is calculated based on the Planned start date and the Planned end date<\/p>\n<p>&nbsp;<\/td>\n<td width=\"144\">\u00b7\u00a0 Can be edited<\/p>\n<p>\u00b7\u00a0 Planned end date will be recalculated based on the duration if Planned start date is changed and status is Pending or Open<\/p>\n<p>\u00b7\u00a0 Planned end date will be recalculated\u00a0 based on duration and the Actual start date if status is equal to Work in Progress<\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Actual start date<\/td>\n<td width=\"140\">Required when status equals Work in Progress (or later)<\/td>\n<td width=\"142\">\u00b7\u00a0 Defaults to the date the task status is changed to Work in Progress<\/td>\n<td width=\"144\">\u00b7\u00a0 Can be edited<\/td>\n<\/tr>\n<tr>\n<td width=\"139\">Actual end date<\/td>\n<td width=\"140\">Required when Status equals Closed Complete<\/td>\n<td width=\"142\">\u00b7\u00a0 Defaults to the date the status is changed to Closed Complete<\/p>\n<p>\u00b7\u00a0 Actual duration is calculated based on the Actual start date and the Actual end date<\/td>\n<td width=\"144\">\u00b7\u00a0 Can be edited<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><span><\/div>\n<\/div>\n<\/span><\/p>\n<p>These charts summarize the behavior and effect of each of the date fields on the project when tasks are used and when they are not.<\/p>\n<p>&nbsp;<\/p>\n<h1>Video Tutorials<\/h1>\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">How to edit planned dates and actual dates without tasks<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p><iframe loading=\"lazy\" width=\"400\" height=\"285\" id=\"kaltura_player\" src=\"https:\/\/cdnapisec.kaltura.com\/p\/2159741\/embedPlaykitJs\/uiconf_id\/54272102?iframeembed=true&#038;entry_id=1_0w8g9er0\" allowfullscreen=\"allowfullscreen\" webkitallowfullscreen=\"webkitallowfullscreen\" mozallowfullscreen=\"mozallowfullscreen\" frameborder=\"0\" title=\"Kaltura Player\"><\/iframe><\/p>\n<p><\/div>\n<\/div>\n\n<div class=\"bu_collapsible_container \" aria-live=\"polite\" data-customize-animation=\"false\"><h3 class=\"bu_collapsible\" aria-expanded=\"false\"tabindex=\"0\" role=\"button\">How Planned and Actual dates change due to task dates<\/h3><div class=\"bu_collapsible_section\" style=\"display: none;\"><\/p>\n<p><iframe loading=\"lazy\" width=\"400\" height=\"285\" id=\"kaltura_player\" src=\"https:\/\/cdnapisec.kaltura.com\/p\/2159741\/embedPlaykitJs\/uiconf_id\/54272102?iframeembed=true&#038;entry_id=1_izp2cp9b\" allowfullscreen=\"allowfullscreen\" webkitallowfullscreen=\"webkitallowfullscreen\" mozallowfullscreen=\"mozallowfullscreen\" frameborder=\"0\" title=\"Kaltura Player\"><\/iframe><\/p>\n<p><\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Entering &amp; Editing Project Dates Project Date Fields Charts These charts summarize the behavior and effect of each of the date fields on the project when tasks are used and when they are not. &nbsp; Video Tutorials&#8230;<\/p>\n","protected":false},"author":8743,"featured_media":0,"parent":108395,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/112984"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/8743"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=112984"}],"version-history":[{"count":14,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/112984\/revisions"}],"predecessor-version":[{"id":144605,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/112984\/revisions\/144605"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108395"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=112984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}