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.
- In Onvio Center chooseSetup, thenProject Templates.
- Choose the project template, then selectEdit.
- On the Reference tab in the Target Dates section, enter theTarget Start DateandTarget Completion Date.
- SelectSavewhen you're finished.
Set up task target date
Use the following steps to specify how task target dates are determined.
- In Onvio Center chooseProjects.
- Choose the task, then selectEdit.
- Expand theStatus and Datessection and set the target dates.
- SelectSavewhen 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.- In Onvio Center selectProjects.
- Mark the project or task, then selectEditin the toolbar.note
- If you do not see target dates listed for a project, selectSwitch to Advanced Mode.
- For tasks, expand theStatus and Datessection.
- Choose a date in theActual Received Datefield.
- SelectYesto update the target dates for this project and tasks.
- SelectSavewhen you're finished.
