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Is investment finish date shortened along with task finish date?

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Article ID: 238560

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Updated On:

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Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

If I extend the task finish date further than the current investment finish date, the investment finish date is also set to the new task finish date. However, when I shorten the latest task finish date, the investment finish date is not shortened. Is there a way to automatically update the investment finish date according to the tasks finish date?

Resolution

Please see the following KB for info on start and finish dates across Clarity

Start and Finish dates on investments, allocations, tasks and assignments

In regards to the shortening of tasks and the impact on finish dates, here is what is important to us:

Simple Rules regarding changing only the Start Date of a Task vs only changing the Finish Date of a Task
'Shrinking' all Task dates does not 'shrink' the investment dates - investment dates are only changed when the task or allocation dates are adjusted to extend beyond the set dates 

So extending task start or finish dates outside the investment boundaries does also stretch the investment dates, but when shortening those inside the investment boundaries then investment dates are not moved.

However, OWB can do that for you. Please see

Manually Schedule Projects in Open Workbench

For all projects in OWB, with or without autoschedule, be aware of the following relationship between task start and finish dates and project start and finish dates. If you do not set an imposed start or finish date for a project, the application sets the project start to match the earliest task start date and sets the project finish to the latest task finish date.

Imposed Start and Finish dates are attributes in Clarity at the project level. If those are not checked OWB will sync the investment dates with tasks dates. If those are checked, then the dates will be respected as they are in Clarity.