Important project dates to be aware of on the project include the following on the Project form:

1. Project Form
   • Financial Start Date
     • • Date the order was converted to a project, putting the project on the WIP schedule
       • Financial beginning of the project, not the start of work date
       • This date is never changed

      

   • Project Start Date
     • • For informational purposes only (no system logic attached)
       • Planned start of execution of the project template
       • Start of scheduled labor according to the Project Gantt Chart

      

   • Install Finish
     • • Represents when the customer would like the solution / system / project deliverables to be in working order
       • Filled in by the sales rep on the Opportunity and transfers over when the project is created
       • Acts as target while project is in progress. Update this if significant changes occur on project timeline.
       • Acts as historic record of actual substantial completion date when that milestone is achieved

      

   • Financial End Date (Project End Date)
     • • The last day of the period the project is likely to close in
       • Important date for forecasting and reporting
       • Just an estimate and may be adjusted over the course of the project

      

   • Close Date
     • • The actual financial close out date of the project
       • This date is set by using the Project Extended Menu > Creating Closing Entry

      

2. Project Materials
   • PO Release Date
     • • Date the item will appear in Purchasing Q or Picking Q (if in stock)
       • MUST be set with Request Date so Purchasing has the information needed to order

      

   • Request Date
     • • Date the project manager requests the item to be available at the warehouse or onsite (if drop shipped)
       • Critical for cash flow forecasting. Set this Request Date even if you leave PO Release Date blank initially for the time being

      

   • Ship Release Date
     • • Date the item is expected to be shipped or taken from the warehouse

      

3. Project Tasks
   • Parent Task date range
     • • Represents the date range over which the corresponding task is scheduled to happen
       • Effort hours are reflected on core live data reports over that date range: Labor Capacity Forecast and Project Labor Forecast

      

   • Sub Task date range
     • • Represents the date range over which that task will be executed/performed by a resource
       • Date task assignee will be assigned on the Resource Console