The dependency process for Project Management can now be customized to your business days and company holidays in Company Setup. A Company Admin can shift their company's tasks and milestones around, based on these set days. To get started, navigate to Company Setup > Configuration Options > Business Days and Holidays.
- Business Days: Select which days your company operates on. You can change these days by clicking them, toggling them between a dark gray color (Working Day), and a light gray color (Non-Working Day)
- Company Holidays: Add any number of company observed holidays by selecting Add Date. Company Holidays can be removed by selecting Remove alongside the listed holiday.
By clicking Add Date, you can add and specify any number of observed holidays or dates of non-operation for your company.
An optional feature that Company Admins can toggle on and off involves predecessors and dependencies. When turned on, whenever someone completes a task or milestone that has dependencies, all assignees of dependent tasks or milestones will receive a notification letting them know they are now unblocked and can begin work.
After you have selected your business days and company holidays, the next step is to create a milestone. After a milestone is created, you can then create dependent milestones, tasklists and tasks. When editing the due date of a milestone that has one or multiple dependent tasks or milestones you have the option to edit your milestone and move the due date forward or backward, which will then generate a checkbox asking whether or not you would like to shift dependent tasks, milestones, or both by a set number or business or calendar days.
When selecting, “by # business days” from the drop down menu this will list the number of days you can move your dependent tasks or milestone forward or backward not including non-business days (such as weekends or holidays listed in your company setup > configuration page).
Alternatively, when selecting, “By # calendar days” from the drop down menu this will list the number of days you can move your dependent tasks or milestones forward or backward including non-business days (such as weekends or holidays listed in your company setup > configuration page).
Tasks can be linked to other tasks which reside in different task lists and/or milestones. When tasks are linked, one task is considered the predecessor and the other is considered the dependent task. This allows dates of the dependent task to shift accordingly if dates for the predecessor is changed.
To set a task as dependent on another task, click on a task's name in any task list view to see the details of the task. Next, click on the "Edit" button to edit the task.
From the edit view, locate the "Depends on" field (in the "Show additional options" section) and begin typing the name of the predecessor task. Tasks that match the input will appear in a list below along with the name of the Task List to which they belong. Click on the task name to set it as the predecessor. Click Update to save changes.
When editing the start or due date for a predecessor task, the user will be prompted whether the date(s) change should shift dependent tasks. To shift dependent tasks, click the check box and select whether to shift the dates by either calendar days or business days. Click Update to save changes.
When editing the start or due date for a predecessor task, the user will be prompted whether the change should affect dependent tasks. Moving the date back will ask if you'd like to "Backward" shift, and moving the date forward will ask to "Forward" shift dependent tasks. To shift dependent tasks, click the check box. This will shift the date(s) of the dependent task by an equal number of either business days or calendar days as determined by the drop-down menu. The difference between business and calendar days is the number of company non-working days and holidays covered by the shift.
Click-to-Edit from a tasklist, enables you to quickly edit the dates and shift dependent tasks. By editing the primary task, the dependent tasks will automatically shift the designated number of business days forward or backward.
When Skip Non Working Days is selected while editing the Gantt Chart, task duration will not include days that are designated non-working days in Company Setup. In the example below, a task which spans across the the non-working weekend will not include Saturday and Sunday in its total number of days. Also, tasks which are moved onto a non-working day will be automatically moved onto days when the company is considered open for business.