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Project Management

Troubleshoot: recurring project didn't generate next occurrence

There are a number of reasons a recurring project doesn't generate the next occurrence when it was supposed to. Follow these steps to help identify the cause and correct the problem.
  1. Select
    Actions
    , then
    Manage Projects
    .
  2. Double-click the project that that didn't generate its next occurrence.
  3. Select  Recurrence
  4. Check the
    Recurrence
    :
    • If
      None
       is selected, the project won't generate the next occurrence. Change the option to 1 of the 2 other options.
    • If
      Use Specified Rule
       is selected, continue examining the Recurrence screen.
    • If
      Use Project Template
       is selected:
      1. Select
        Cancel
         on the Recurrence screen and on the Project screen.
      2. Select
        Setup
        ,
        Templates
        , then
        Projects
        .
      3. Select the project template, then
        Edit
        .
      4. Select  Recurrence
  5. Under Frequency, make sure the Pattern isn't set to
    None
    .
  6. Under Expiration, if the selected option is other than
    No end date
    , make sure that the next occurrence wouldn't exceed its maximum number of occurrences or generate past the
    End by
     date.
  7. Under Generation, make sure
    When I manually created it
     isn't selected.
  8. Under Generation, if
    When the current Schedule Item is complete
     is selected, make sure this is the option that was set for the project generation when the Tracking Description was changed to Completed. If it wasn't and then later changed to
    When the current Schedule Item is complete
    , projects that were already completed won't generate their next occurrence. Right-click the project and select
    Generate Next Project
     to generate the occurrence that didn't generate automatically. The project should regenerate automatically for subsequent occurrences.
  9. Under Generation, if
    n months and n days before next occurrence
     is selected and this is the day when the next occurrence should generate, the generation may be in process. The generation process starts after opening Practice CS on or after the date the next occurrence of the project should've occurred. If you have a large number of projects, you may not see the new occurrences for several hours as the generation process occurs in the background at a slow pace to avoid impacting performance.
  10. Make any changes necessary based on the previous steps. Select
    OK
     on the Recurrence window, then
    OK
     on the Project window.
If the next occurrence of the project still doesn't generate, try the following steps:
  • Right-click the project and generate the next project manually. It's possible that the next occurrence already exists and is being overlooked by the program. If you generate the next occurrence manually and the next occurrence already exists, you can delete it without any issues.
  • Find out if your firm has recently changed the template.

This article applies to:

  • Product: Practice CS

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