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Administrator Guide
Last Updated: 2023-06-23
Shift Dates for Project Scenarios

Shift Dates for Project Scenarios

  • Configure the
    Create Project Scenario
     business process and security policy in the Projects functional area.
  • Create project scenarios.
You can shift the dates of a project scenario as well as its tasks and assignments. Use this feature to model a project scenario similar to an existing one with a different time frame or to resolve resource conflicts with other scenarios.
Workday only makes this feature available for projects that you've saved for later or submitted, but haven't yet approved.
  1. Access the
    Revise Project Scenario
     task or the
    Review Project Scenario
     task.
    • You can access these tasks from My Tasks if you created the project scenario or are a reviewer.
    • Alternatively, to shift the dates of an existing project scenario:
      1. Copy the existing scenario. From the related actions menu of the existing scenario, select
        Project Scenario
        Copy Project Scenario
        .
      2. Save or submit the copied scenario.
      3. Access the
        Revise Project Scenario
         task or the
        Review Project Scenario
         task from My Tasks.
  2. Select
    Shift Dates
    .
  3. Enter an
    Anchor Date
    .
    Workday uses the anchor date to determine which objects shift dates. When you shift forward, Workday only shifts dates for objects with start dates that fall on or after the anchor date. When you shift backward, Workday only shifts dates for objects with end dates that fall before the anchor date.
  4. Select a
    Shift Direction
    .
  5. Enter a
    Shift Value
    .
  6. Select a
    Shift Interval
    .
Workday returns you to the
Revise Project Scenario
 task or the
Review Project Scenario
 task with updated start and end dates for the project scenario, tasks, and assignments.
Example 1: Shift forward 1 month
  • Anchor date: 2022-01-01
  • Shift Direction: Forward
  • Shift Value: 1
  • Shift Interval: Month
Results:
Before
After
Project Scenario
2022-01-01 - 2022-05-31
2022-02-01 - 2022-06-30
Task 1
2022-01-01 - 2022-01-31
2022-02-01 - 2022-02-28
Assignment 1A
2022-01-01 - 2022-01-15
2022-02-01 - 2022-02-15
Task 2
2022-02-02 - 2022-05-31
2022-03-02 - 2022-06-30
Assignment 2A
2022-02-02 - 2022-04-30
2022-03-02 - 2022-05-31
Example 2: Shift backward 1 month
  • Anchor date: 2022-06-01
  • Shift Direction: Backward
  • Shift Value: 1
  • Shift Interval: Month
Results:
Before
After
Project Scenario
2022-01-01 - 2022-05-31
2021-12-01 - 2022-04-30
Task 1
2022-01-01 - 2022-01-31
2021-12-01 - 2021-12-31
Assignment 1A
2022-01-01 - 2022-01-15
2021-12-01 - 2021-12-15
Task 2
2022-02-02 - 2022-05-31
2022-01-02 - 2022-04-30
Assignment 2A
2022-02-02 - 2022-04-30
2022-01-02 - 2022-03-31
Example 3: Anchor date falls between project scenario start and end dates
  • Anchor date: 2022-02-01
  • Shift Direction: Forward
  • Shift Value: 1
  • Shift Interval: Month
Results:
Before
After
Project Scenario
2022-01-01 - 2022-05-31
Unchanged
Task 1
2022-01-01 - 2022-01-31
Unchanged
Assignment 1A
2022-01-01 - 2022-01-15
Unchanged
Assignment 1B
2022-01-16 - 2022-02-28
Unchanged
Task 2
2022-02-01 - 2022-03-31
2022-03-01 - 2022-04-30
Assignment 2A
2022-02-01 - 2022-03-31
2022-03-01 - 2022-04-30
Workday only shifts the dates for Task 2 and Assignment 2A forward, because their start dates fall on or after the anchor date.