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Project Management

Extend a project due date

Use the
Extension
 dialog to add, change, or delete a project due date extension.
When a project template is set up with extensions before a project is created for a client, you can extend the project by selecting an extension from the dropdown list in the
Due dates
 section of the
Project
 window. If the project template didn’t include extensions before the project was created, you can add them later by using the
Extension
 window.
To open the
Extension
 window, right-click the dropdown list under
Due dates
 in the
Project
 window, and then select
Add Entry
 or
Edit Entry
.
note
Extensions added to a project template are not added automatically to projects that have already been created. To add an extension to an existing project, use
Add Entry
 from the context menu.
  1. Open the
    Project
     window.
    You can access the
    Project
     window in any of the following ways:
    • In the
      Clients
       setup screen, choose
      Setup
      Clients
      , select the client, select
      Edit
      , open the
      Projects
       tab, select the project, and then select
      Edit
      .
    • In the
      Manage Projects
       screen, choose
      Actions
      Manage Projects
      , right-click the project list, and then choose
      Add Project
       or
      Edit Selected Projects
      .
    • Right-click any
      Project
       field, such as in
      Time & Expense Entry
      , and then choose
      Add Project
       or
      Edit Project
      .
  2. Right-click the dropdown list under
    Due dates
    .
  3. Do one of the following:
    1. To add an extension, select
      Add Entry
      .
    2. To change an extension, select
      Edit Entry
      .
    3. To delete an extension, select
      Delete Entry
      .
  4. If you are adding or editing an extension, complete the fields in the
    Extension
     window.
    1. Enter or update the value in the
      Extension number
       field.
    2. Enter the extended date in the
      Due date
       field, or select it from the calendar.
    3. Select
      OK
      .
    By default, the first extension uses
    1
     in the
    Extension number
     field. The number increases each time you add an extension to the current project, but you can change the number manually if necessary.
  5. If you selected
    Delete Entry
    , confirm the deletion if prompted.
    When an extension is deleted, the project's original due date is restored.
The project due date extension is added, updated, or removed. Added extensions appear in the
Extensions
 column of the
Manage Projects
 screen.

This article applies to:

  • Product: Practice CS