Changing Start and End Dates

There are several ways in which you can change the start and end dates of a project task.

Editing Tasks in the Tasks Pane

To edit the Start or End date of a task in the Tasks pane, do one of the following:

• Click the Start or End date and enter the date you want or click the calendar icon and select the day you want. If this changes the length of the task, the Duration field is updated. If the task is a child task, the Start, Finish and Duration fields of the parent task is updated if the change affects the overall the length of the parent task.
• Increase or decrease the number of days in the Duration field. The End date of the task is updated. The End date of parent tasks is updated depending on the End date of other tasks within the hierarchy.

Editing Tasks in the Schedule Pane

To edit the Start or End date of a task in the Schedule pane, do one of the following:

• Hover over the task that you want to move. When the cursor icon changes to a cross, drag the task to the position on the timeline that you want. The new Start and End dates are shown as you drag the task.
  Note

  

  You cannot drag tasks vertically in the Schedule pane. If you want to move the position of a task in Project Task Gantt you can do so on the Tasks pane. See "Moving Tasks".
• Depending on whether you want to change the Start or End date, hover over the start or end of a task in the Schedule pane. When the cursor changes to horizontal arrows, drag the start or end date to the position on the timeline that you want.
• Double-click the task and edit the task in the Task Editor popup.

Note

You may need to re-apply dependency rules when project tasks that have a dependency relationship are created or edited using the standard Salesforce Project Task Detail page.

The parent project of the preceding or dependent tasks is marked Requires Dependency Sync after one or more of the following actions:

• On the Project Task Detail page, editing task dates (Start Date or End Date) of a project task that has any dependency associated with it.
• Creating a new or editing an existing task dependency relationship using the standard Salesforce interface. This includes Type and Lag fields.
• Creating a project from a template containing predecessor and successor tasks.
• Moving a predecessor task on the Schedule pane in Project Task Gantt.
• Importing project tasks to FinancialForce PSA using an API-based integration.

When one of these actions occurs, the Apply Rules button becomes available in Project Task Gantt, depending on the configuration options set by your administrator.

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