Skip to main content
Planview Customer Success Center

Is it possible to modify the planned start/finish date of a task assignment in past fiscal periods if there's no time against it?

You can modify planned start/finish dates in the past if the loading method 3 or 4 is used against this particular task assignment (i.e. a loading method that does not include replace past with actuals).

Furthermore you need the feature:

Edit Information in Past Fiscal Periods - Edit information in past fiscal periods for opportunities, budgets, project-related worksheets, and resource management-related worksheets

Notes

1. In older Changepoint versions, the same feature is called

Edit information in past fiscal periods for opportunities and resource management worksheets.

It doesn't explicitly mention projects, but it also works for projects.

2. It does not matter if time has already been booked against the assignment or not.

3. The modification must be done via the project (planning) worksheet. The edit task page does not take the feature allowing to edit past fiscal periods into account.