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Project target dates and ready flags

Target dates can be set for a predetermined time before the project's due date, or for a predetermined time after the actual received date.

Before you start

Make sure you're assigned to a permission group that has
Projects
,
Tasks
 and
Project Templates
 enabled.

Ready flags

Ready flags indicate which tasks are ready to work on. Tasks marked as complete will not have a ready flag. After you mark a task complete, the ready flag will move to the next task even if that task's status is not ready. When you set up target dates, you have the following options:
    • Based off of due date
      : If a project templates first task has it's target start date set to be "based off of due date" when the project is added to a client, then first task will be set to "ready" automatically.
    • Based off of received date
      : If a project templates first task has it's target start date set to be "based off of received date" when the project is added to a client AND the projects received date is entered, then the first task will be set to ready.
note
Every task after the first one will become ready once all tasks with order numbers lower than its own are completed.

Set up project target date

Use the following steps to specify how project or task target dates are determined.
  1. In Onvio Center choose
    Setup
    , then
    Project Templates
    .
  2. Choose the project template, then select
    Edit
     .
  3. On the Reference tab in the Target Dates section, enter the
    Target Start Date
     and
    Target Completion Date
    .
  4. Select
    Save
     when you're finished.

Set up task target date

Use the following steps to specify how task target dates are determined.
  1. In Onvio Center choose
    Projects
    .
  2. Choose the task, then select
    Edit
     .
  3. Expand the
    Status and Dates
     section and set the target dates.
  4. Select
    Save
     when you're finished.

Enter a received date

If the project task is set to start a set number of days after the received date, you must open the project in advanced mode to enter the actual received date.
Changing the status to
Received
 on the Projects and Task screen will not trigger the dates to calculate. The actual date must be entered.
  1. In Onvio Center select
    Projects
    .
  2. Mark the project or task, then select
    Edit
     in the toolbar.
    note
    • If you do not see target dates listed for a project, select
      Switch to Advanced Mode
      .
    • For tasks, expand the
      Status and Dates
       section.
  3. Choose a date in the
    Actual Received Date
     field.
  4. Select
    Yes
     to update the target dates for this project and tasks.
  5. Select
    Save
     when you're finished.

This article applies to:

  • Product: Onvio
  • Audiences: Staff