Date field showing the date when a project was set to Closed.

Marielle Beset
Tera Contributor

Hello,

 

Once a project is set to Closed status, we want that date to be shown in a field. Once the status changes to a previous status, the field should be cleared. And as soon as it is Closed again, that date will be used again.
Is it possible to achieve this and if so, how do I go about it?

2 ACCEPTED SOLUTIONS

Dhiren Aghera
Tera Guru

@Marielle Beset Please look into the Actual End Date field on the Project Dates tab. This date is populated when the Project state is set to Closed. If any of the tasks become WIP again then these date becomes blank.

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Dhiren Aghera
Tera Guru

@Marielle Beset  These is again an OOTB behavior that the planned end date gets populated into the actual end date when the Project status changes to Closed. The Planned end date is a dynamic date and you need to keep it up-to-date based on the current progress then your actual date should show correctly. However you can always change your actual end date of tasks from the planning console and the project actuals end date will be rolled up accordingly.

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5 REPLIES 5

Dhiren Aghera
Tera Guru

@Marielle Beset Please look into the Actual End Date field on the Project Dates tab. This date is populated when the Project state is set to Closed. If any of the tasks become WIP again then these date becomes blank.

Hello @Dhiren Aghera , thank you for your answer. The field you were talking about is no longer on our projects screen, which is why I hadn't thought of this. If I had looked at the table, I would have seen that this field was there. Learned something again!

In any case, this is the solution we were looking for.

@Marielle Beset yes it happens sometimes with all of us. But glad the response helped.

Hello @Dhiren Aghera , we see that this field is filled with the data entered by us in the Planned end date field. While I want it filled with the date why a project goes to a closed status. Do you know how to change that?