Setting Deliverable and Activity Dates in Projects

Projects contain several dates to help keep the project on track to its launch. Your role and rights within the project determine if you can set or change dates throughout the project, as described in the sections below. Each type of date can be set from respective pages in a project, or directly in the process graphic displayed within a project.

For information about setting project start and end dates, and gate dates, see Setting Project Dates. For information about the format in which a date is entered and displayed, see Changing the Display Language and Date Format.

After the stage durations are defined, the deliverable and activity start, finish, and deadline dates are defined to fall within a stage's time period. If the you are using Accolade's integration with Microsoft Project, deliverables and activities also include a finish date that updates when a project plan is updated and loaded to Accolade.

The assigned project manager and Process Managers and Idea Managers with Manage Process rights can set deliverable and activities dates throughout a project. If the Allow Document Owners to Set Start Date and Allow Document Owners to Set Deadline system parameters are enabled, document owners can set dates for the documents that they own.

Deliverables and activities dates can have a manually set start and end date, or one that is relative to the next gate date in terms of days or percentage of stage completion.

Using the Days before stage end, Days after start, or Percent of stage duration allows the dates to shift depending on deliverable start and stage end dates for the project, without having to manually re-enter new dates. This shift is exclusive of the start date, hence this calculation applies after the specified start date. Also, if dates are manually updated in the project, the defaults specified in the process model will no longer be followed.

Set deliverable and activity dates in the Stages page within a project, or in the deliverable or activity details. The availability of the date fields within the Deliverable/Activity Details is dependent on your configuration.