Managing Workstep Deadlines in Projects

You can set planned start and finish dates for a project workstep on the Workstep Deadlines tab. You can also record actual start and finish dates on this tab.

To manage workstep deadlines, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream.
2. Open a workstep view that contains the worksteps you want to manage.
3. Select one or more worksteps in the grid, and then click in the Edit group on the Home tab or right-click and select Open > Worksteps from the menu.
4. Click the Workstep Deadlines tab.
5. Enter date and rule information for the selected worksteps.

Note: Not all worksteps contain all components described.

Component	Description
Planned start	Displays the planned start date.
Actual start	If the project has started, displays the actual start date.
Planned finish	Displays the planned finish date.
Actual finish	If the workstep has been completed, displays the date it was marked complete.
Original target for finish	If the planned finish date was changed, displays the original planned finish date.
Completed	Select the check box when the workstep is complete. Confirm the actual finish date. You also can select the next file holder. You can select a specific staff member or a role on the project. You also can set the file holder to In the pool.
Initials	Displays the initials of the person who marked the workstep complete.

6. If needed, you can view information about the due dates for the forms linked to this workstep.

   Field	Description
   Statutory missed dates	Displays Yes if any forms linked to the workstep have missed due dates. Click Yes to display the form due dates page.
   Next date	The next form due date to which this workstep is linked.
   Last date	The last form due date to which this workstep is linked.

7. Click OK.