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

  1. The owner sets the initial Target Start and End dates for each task.
  2. As the projectList or On-demand Campaign progresses, team members update the Actual/ForecastActual dates with real data.
  3. 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.