Overview
Learn how to manage Project Commencement and Completion Dates in Ingenious, including understanding system-generated schedules, resolving missing dates, and editing these milestones for accurate project planning.
Prerequisites
If you didn't select a Project Commencement and Completion Date when creating the project, a yellow warning triangle will appear, prompting you to add start dates for both of these Milestones in your schedule.
Process
Understanding the System-Generated Project Schedule
When you initially create a project, Ingenious will automatically generate a Project Schedule with the Project Commencement and Project Completion Milestones listed.
The dates assigned to each of these milestones are determined when creating the project under Step 3: Project Information.
Editing the Project Commencement and completion Dates
Navigate to the Main Project Schedule
Click Edit at the top right of the schedule
Click on the milestone you would like to edit: Project Commencement Date or Project Completion Date
Select the appropriate Start Date.
Note that you cannot enter an end date because milestones are considered a point in time, not a period within the platform.
Click Update & Publish changes once completed to ensure your changes are saved and shared.
If you would like to save your changes without publishing them, you can select Save as Draft instead. By selecting this, the updates made will not be visible to anyone in the project except you.
Who can edit the Project Commencement and Completion Dates?
Anyone listed as a Project Member in the project directory can edit a system generated schedule.
If it is a manually created schedule only users you share the schedule with will have access to view or edit it.
My project does not have a Project Schedule yet. How can I edit the Project Commencement and Completion Dates?
In this case, you can first follow these steps to edit the Project Commencement and completion dates:
Select Create New Schedule at the top right of the schedule module.
You can either choose to start your project from scratch or import one.
You will notice that the Project Commencement date and Project Completion date are generated automatically. You can follow the steps above to assign dates to these milestones.
Once updated, you must Publish your schedule for others to see the changes made.
Summary
Now that your Project Commencement and Completion Dates are set, you're ready to complete the rest of your project schedule.