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Project Management

Set up a project with the task ready flag set to yes only when work received

If the
Target Start date
 on the 1st task in the project template is set to calculate based on
Before due date
, the
Ready flag
 on the task is checked immediately upon addition or generation of the project. It's often preferable that the
Ready flag
 on the 1st task not be checked until the paperwork is received from the client and the project can start and you can readily identify clients whose work has not yet been received.
To set up a project so the
Ready flag
 on the 1st task isn't checked until the work is received, set the
Target Start date
 on the 1st task in the project template to be based on
After received date
. It's recommended that the
Target Complete date
 also be based on
After received date
.
If the
Target dates
 on the project are set to be based on
After received date
, the target dates on the tasks will default to
After received date
.
When the project is added or the next occurrence is generated, the
Target Start
 and
Complete dates
 will initially be
None
. Then, when the work is received, the current date is entered into the
Received
 field under
Actual dates
 on the project, and the
Target Start and Complete dates
 are then calculated. At this time, the
Ready flag
 in the 1st task is checked informing the person assigned to the task that the work is received and the project can be started.

This article applies to:

  • Product: Practice CS