Regenerate project and task schedules using Calendar Entries

The
Calendar Entries
checkbox is located in the Project Generation Options section of the Recurrence screen in projects and project templates. This checkbox will only appear if your firm is licensed for the Staff Management module.
The
Calendar Entries
checkbox is available only if the
Assigned selections
checkbox is marked.
If Calendar Entries is marked when the next occurrence of a scheduled project is generated, the project is automatically scheduled for the same date and time relative to the new project's target date information. For example, if the project is a yearly tax return scheduled for 7 am on April 1, 2022, when the project rolls over it would be scheduled for 7 am on April 1, 2023.
If the
Task information
checkbox is marked in the Project Generation Options section of the Recurrence screen in project setup, the newly generated tasks are scheduled in the same manner.

Rules for generation behavior

  • Daily
    : Schedules previous projects and tasks +1 day.
  • Weekly
    : Schedules previous projects and tasks +1 week.
  • Semi-Monthly
    : Schedules previous projects and tasks +2 weeks.
  • Monthly
    : Schedules previous projects and tasks +1 month.
  • Quarterly
    : Schedules previous projects and tasks +3 months.
  • Annually
    : Schedules previous projects and tasks +1 year.
  • Periodic
    : Not supported.