Shift the Project Start Date

Follow these steps should you need to change a project's start date and shift all of the dates typically to the right for the work package resource assignments in BOEMax. For example, perhaps the customer has changed the period of performance in the request for proposal (RFP) or you are using the BOEMax data as the basis for the budget baseline immediately after contract award and need to set the project's actual start date.

Note:

Shifting the dates means that the base values for the work package resources assignments are respread and recalculated. The work package start and finish dates are determined based on the original dates, duration, and revised project start date. Total values may change as different labor or overhead rates may apply for the revised time frame. This is dependent on the rate effective dates. Always verify the results after shifting the dates. You may want to first create a copy of the project and perform the date shift on the new project created from the copy process. That way the original project is intact in case the results from the date shift are not what you expected.

  1. Select Project Data > Projects. The Manage Projects tab window displays.
  2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the project you want from the list.
  3. Select the Settings tab.
  4. Select the revised Start Date for the project from the dropdown.
  5. Click Save in the Ribbon Menu. A shift dates confirmation dialog box displays.
  6. Click Yes.

  7. Optional. Close the Manage Projects tab.

    Tip:

    Remember to refresh the project's data in the main Estimate window to see the results of shifting the dates.