Keeping an up-to-date schedule
Before you begin
Before you create your projectsLists, On-demand Campaigns, or Corporate Campaigns, have your system administrator set up permissions and reminders as follows.
- Set permissions so that only projectList, On-demand Campaign, or Corporate Campaign owners can update Target dates.
- Set reminders (Alerts) based on the Target dates.
- Set reminders to be sent only to the owner or owners.
- Optionally, set reminders on the Actual/ForecastActual dates to be sent to team members.
About this task
While you work with an up-to-date schedule, team members perform the following high-level steps.
Procedure
- The owner sets the initial Target Start and End dates for each task.
- As the projectList or On-demand Campaign progresses, team members update the Actual/ForecastActual dates with real data.
- If a task is delayed (the owner receives reminders that are based on Target dates), the owner assesses the situation and adjusts the Target dates and durations as necessary.