Project actual end date

rleandro · ‎05-29-2024

Hi, All.

Can the functionality of the project "Actual end date" be changed, so that it is updated with the date of a phase transition (Delivering > Closing), instead of date of last task when project state is set to Close Completed?

What would be the impact of such a change?

How could it be implemented?

Thanks in advance.

Namita Mishra · ‎06-01-2024

Hi @rleandro ,

Hope you are doing well and Thanks for taking advise before customizing the code.

Typically a project has multiple phases and every phase further consist of multiple tasks.

Now when the phases are transitioned - that is the time from when that phase execution begins. In other words, transitioning of the phase is the beginning of the phase. After this, the tasks of that phase executes and when the last task completes, the phase also gets completed.

This is the reason, IMHO, since transitioning of the phase is the beginning of the phase and not the completion that is why changing 'Actual' End date should NOT be updated with the date of phase transitioning.

Please let me know if this explanation makes sense in your scenario. If it does, please mark the response as correct answer.

Happy Weekend !!

Thank You!

Namita Mishra

View solution in original post

SasankaV · ‎06-11-2024

Hi @rleandro , I think I faced a similar use case in my experience with Work4flow. Give the below steps a try:

Create a backup of your current PPM configuration and data.
Identify and document the business rules or workflows that update the "Actual end date" field.
Modify these rules or workflows to update the "Actual end date" field when the project phase transitions from "Delivering" to "Closing."
Test the new configuration thoroughly in a non-production environment.
Communicate the change to project managers, stakeholders, and other affected parties.
Deploy the change to your production environment.
Monitor the impact and address any issues that arise.

Let me know if it doesn't work. I'll be happy to assist.