Setting Workstep Deadlines for a Project Template

The Workstep Deadlines section allows you to set planned dates and rules for a template workstep. Workstream calculates workstep deadline dates for a project using the template rules when you do any of the following:

• Create a new project from the template
• Roll over a project created from the template and select to calculate the deadline dates
• Edit a date that is the basis of other deadline dates in a project created from the template

To manage workstep deadlines, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Worksteps on the navigation panel. The window displays a grid listing the worksteps in the project template.

   Note: If the Worksteps option does not display on the navigation panel, then no worksteps have been set up for the template.

4. Select the workstep you want to edit.
5. If the workstep detail tabs do not display at the bottom of the window, click Show Details to display them at the bottom of the window.
6. Select the Workstep Deadlines tab.
7. Either enter or select the date calculation rules for the selected workstep. The method used to set the template deadlines depends on the answer to the Calculate planned dates question on the Project Template - General Information window.
• Template is set to calculate planned dates.

Component	Description
What basis do you want to use to set the workstep’s planned start?	Select a basis for the calculation, which then displays the appropriate rule built based on your choice.
Planned start rule	This rule is shown with default parameter values once the user selects the basis for the workstep's planned start.
What basis do you want to use to set the workstep’s planned finish?	Select a basis for the calculation, which then displays the appropriate rule built based on your choice.
Planned finish rule	This rule is shown with default parameter values once the user selects the basis for the workstep's planned finish.

• Template is not set to calculate planned dates.

Component	Description
What month and day do you want for the workstep’s planned start?	Enter the planned start date.
Planned start rule	This rule is defined by the month and day you entered for the workstep's planned start.
What month and day do you want for the workstep’s planned finish (target)?	Enter the planned finish date.
Planned finish rule	This rule is defined by the month and day you entered for the workstep's planned finish.

8. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.