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Administrator Guide
Last Updated: 2023-06-23
Concept: Editing Quote Start Date

Concept: Editing Quote Start Date

When you change the
Start Date
 while editing a quote, Workday automatically adjusts the dates for service phases or duration. You can’t change the quote
End Date
.

Editing Quote Start Date

When you edit the quote start date:
  • We automatically adjust the earliest
    Service Start Date
    and adjust the
    Quote End Date
    accordingly based on the number of working days in a service.
  • We use the number of business days between original start date and the new start date to shift the dates for role lines.
  • We use the number of calendar days between the original start date and the new start date to shift the dates for items, expenses, and third-party costs.
  • For recurring items, we shift the days based on the recurrence of weekly, monthly, quarterly, or annual.

Example of Date Shift:

Scenario
You've
Professional Managed
 service with labor, items, and expenses:
  • The existing
    Quote Start Date
     is: March 1 (Friday)
  • Quote End Date
     is: March 15 (Friday)
  • The service has 2 phases:
    • Phase P1 is spread over 5 working days from: March 1 (Friday) to March 7 (Thursday).
    • Phase P2 is spread over 6 working days from: March 8 (Friday) to March 15 (Friday).
    P1 Dates
    P2 Dates
    Phases
    March 1 to March 7
    March 8 to March 15
    Roles
    24 hours
    40 hours
    Item 1
    (hardware)
    Added on March 6
    Expense 1
    (meal)
    Added on March 8
When you change the dates of the
Professional Managed
 service, all of the dates shift accordingly. Assume:
  • New Quote Start Date
     is March 11 (Monday).
    • The
      Phase
       dates move by the number of business days. There are
      6
      business days between March 1 and March 11.
    • The
      Items
      ,
      Expenses
      , and
      Third Party Cost
       dates move by the number of calendar days. There are
      10
       calendar days (includes weekends) between March 1 and March 11.
    P1 Dates
    P2 Dates
    Phases
     (move by 6 business days)
    Changes to March 11 through March 15
    Changes to March 18 through March 25
    Roles
     (stay same)
    24 hours
    40 hours
    Item 1
     (moves by 10 calendar days)
    Changes to March 17
    Expense 1
     (moves by 10 Calendar days)
    Changes to March 18