Updating Percentage of whole workflow duration (updating workflow step due dates) for multiple projects simultaneously
Note
This will only modify workflow step due dates for any selected projects where the Auto-calculate due dates for workflow steps option is checked.
If the project Actions menu is open then proceed to step 7.
From the topmost menu in XTM Cloud, click on the Projects tab.
Click on the Actions tab located to the right of the third-level menu.
From the project list that appears select the project whose due dates you wish to modify. If no selection is made the changes that will be made will apply to all projects on the list.
Tip
Use the Advanced Project Filter criteria so that only relevant projects are shown in the project list. Save these searches as a project filter for reuse.
Click the drop-down list that contains the words choose , and select Manage projects.
Click the Run button just to the right of the dropdown.
Click on the Manage workflow tab.
If the projects selected contain unique workflows then choose a workflow from The selected projects have different workflows. Choose a workflow dropdown list.
Note
The projects from those that you selected, that use this workflow are indicated just below and to the left.
Enter a value for Percentage of whole workflow duration for each workflow step in the workflow.
Note
The sum of all percentages for each step must equal 100%
Repeat step 8 for each workflow present in the selected projects, by selecting the appropriate workflow from The selected projects have different workflows. Choose a workflow dropdown.
Scroll down to the bottom and click the update button.
Click on the General tab.
Enter a workflow due date in the appropriate textbox.
Check the Override existing due dates checkbox.
Tip
This will recalculate the workflow due dates and override them. It will not override workflow step due dates for any project where the Auto-calculate due dates for workflow steps option is unchecked.
Scroll down to the bottom and click the save button.