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Set the Data Date for a Project

Schedule Overview > Get Started with Schedule > Project Settings > Details

The data date is the progress point, or "as-of date," for activities in the project. Project status is up-to-date as of the data date.

The data date is also used for updating the dates of scope assignments and work packages when they are not linked to activities.

Note: Dates will not change after the Data Date is updated for activities or scope assignments unless you run the Scheduler or Modify Dates feature, respectively.

To set the project data date:

1. Navigate to the project Details page
   1. In the object selector, select a project.
   2. In the sidebar, select  Summary & Settings.
   3. On the Summary & Settings menu, select Details.
2. In the Details section, in the Data Date field, select the date.
3. Save your changes:
   1. Select Save.
   2. In the Summary & Settings panel, select  Close.

This setting is used in the following apps:

Cost and Funds

Dashboards

Reports

Resources

Risk

Schedule

Scope

Tasks

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Last Published Tuesday, May 21, 2024