Change project due dates

You can change the due date of one or multiple projects at once.

Before you start

  • Make sure you're assigned to a permission group that has Project Manager enabled.
  • Target dates apply to Onvio Firm Management Advanced firms only.

Changing due date on one project

  1. In Onvio Center, select
    Projects
    .
  2. Select the Project and go to the
    Actions
    dropdown and select
    Edit
    .
  3. Choose a new date in the
    Current Due Date
    field.
  4. Select
    Yes
    if you want to update target dates based on the new due date.
    Selecting
    Yes
    only affects target dates calculated from the due date. If you want to change target dates with due dates calculated from the Received date, select
    Switch to Advanced Mode
    to make those changes in the project.
  5. Select
    Save
    when you're finished.

Changing due dates on multiple projects

  1. In Onvio Center select
    Projects
    .
  2. Mark the box for each project you want to modify.
    Only choose projects that will have the same new due date.
  3. Select
    Edit
    in the toolbar.
  4. Select
    Next
    to change general information for projects.
  5. Choose a new date in the
    Current Due Date
    field.
  6. Select
    Yes
    if you want to update target dates based on the new due date.
    Selecting
    Yes
    only affects projects and tasks with target dates calculated from the due date. If you want to change target dates for projects and tasks with due dates calculated from the Received date, you'll have to make those changes in each individual project.
  7. Select if you need to undo any changes, or select
    Next
    .
  8. Select
    Show Details
    to see more information or to remove a selection from the list of items you're editing.
  9. Select
    Done
    to save your changes, or select
    Previous
    to go to back to the last step. Select
    Cancel
    to undo all changes and go back to the projects list screen.