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How are workflow step due dates assigned and calculated
  • Workflow step due dates can be:

    • Manually specified for each workflow step.

      This can be done for an individual project using this procedure or can be changed for multiple projects simultaneously using this procedure.

    • Automatically calculated for each workflow step based on someone manually entering the due date of the entire project (the due date for the final step in a workflow).

      This can be done for an individual project using this procedure or can be changed for multiple projects simultaneously using this procedure.

      Note

      In this case, the percentage of the total work each step requires to complete is manually entered for each step in the workflow.

      The advantage of this approach is that it becomes easier and quicker to create new projects and assign due dates as the percentages only need to be entered once.