Record a date in deadline field when resource management is on

Archiduc

Hello all

I have a request form that works great and I am using it for resource management as well. This means I have start date, deadline and duration.

Initially when I receive a request I manually put the start date and deadline. Sometime my team finishes a task "early" and the workload will still show up in their report. I would like to fix this so I tought "let's just record the completion date in the deadline field"

Problem: I cannot do that, and it seems it is because I am using this field for the workload.

Can someone confirm this is why it's not working? Does anybody have a workaround? The only I can think of is manually change the deadline after the fact, but I would prefer something automatic obviously.

Here are the field I am able to use. I am not using "Expected delivery date" anymore but it's here for old records and I am currently using "Actual delivery date" to record the completion. I'd like to record it in the "Deadline" field.

Genevieve P.

Hi @Archiduc

The Record a Date action cannot adjust dates that are being used in your Project Settings with Dependencies enabled (see the bullet point near the bottom of this Help Article: Create a record a date workflow).

You would need to have a helper column to record the actual date instead, and then manually adjust the "Deadline" date to match this once the date has been populated, as you've been doing.

Please provide your feedback to our Product team using this form, here.

Thanks!

Genevieve

Archiduc

Hi @Genevieve P. ,

Thanks that's what I figured, (glad I checked though) I will do it manually then :)