Setup projects

Extending a project due date

When a project template has been set up with extensions before creating the project for any clients, you can extend the project by selecting an extension from the drop-down list in the Due dates section of the
Project
 dialog. If your project template did not have extensions before you created the project for a client, you can add them afterward using the
Extension
 dialog.
To open the
Extension
 dialog, right-click the drop-down list under Due dates in the
Project
 dialog and select
Add Entry
 or
Edit Entry
 from the context menu.
There are several ways to access the
Project
 dialog to extend a project’s due date:
  • In the
    Clients
     setup screen (Setup > Clients), select the client and then the
    Edit
     button. On the Projects tab, select the project to extend and then the
    Edit
     button.
  • In the
    Manage Projects
     screen (Actions > Manage Projects), right-click the project list and choose either
    Add Project
     or
    Edit Selected Projects
     from the context menu.
  • You can also right-click any
    Project
     field (for example, in Time & Expense Entry) and choose
    Add Project
     or
    Edit Project
     from the context menu.
note
Extensions added to a project template do not get added to projects that have already been created. To add an extension to an existing project, right-click and choose
Add Entry
 from the context menu, as described below.

Adding an extension

  1. In the
    Project
     dialog, right-click the drop-down list under Due dates.
  2. Select
    Add Entry
     from the context menu.
  3. In the
    Extension
     dialog, enter a number in the
    Extension number
     field.
  4. Enter the extended date or select it from the drop-down calendar in the
    Due date
     field.
  5. Select
    OK
    .
The extension and extension number now appears in the Extensions column of the
Manage Projects
 screen.
note
By default, the number in the
Extension number
 field is 1 for the first extension you add. It will increase each time you add an extension to the current project. You can also change the number manually, if necessary.

Changing or deleting an extension

If necessary, you can change or delete an extension. Right-click the drop-down list under Due dates and select
Edit Entry
 or
Delete Entry
 from the context menu.
  • If you choose
    Edit Entry
    , you can change the due date and/or extension number.
  • If you choose
    Delete Entry
    , the extension is removed and the project’s original due date is restored.

This article applies to:

  • Product: DT Practice