When a project’s Start or End date is extended or shortened, the Budget Start and End Dates automatically adjust to match the new project timeline. This ensures consistency between project scheduling and budget tracking.
Multiple Budgets Behavior When Updating Project Dates
If multiple budgets exist, a message warns that changing project dates may require budget updates or lead to budget deletions. You can choose to proceed or cancel the action.
- Selecting No will cancel the process.
- Selecting Yes will result in the Project dates to update, and:
- Budgets outside the new project timeline are deleted.
- Budgets overlapping the new dates are adjusted accordingly.
Use cases:
- Starting the Project earlier: The Budget that starts the earliest will be adjusted to match the new Project Start Date.
- Extending the Project to finish later: The Budget that ends the latest will be adjusted to match the new Project End Date.
- Starting the Project earlier and finishing later: The earliest Budget Start Date will be updated to match the new Project Start Date, and the latest Budget End Date will be updated to match the new Project End Date.
- Starting the Project later, but the earliest Budget End Date is still within the new timeline: The earliest Budget Start Date will be updated to match the new Project Start Date.
- Starting the Project later, but some Budgets end before the new Project Start Date: Any Budgets that end before the new Project Start Date will be deleted.
- Ending the Project earlier, but some Budgets start after the new Project End Date: Any Budgets that start after the new Project End Date will be deleted.
- Ending the Project earlier, but the latest Budget Start Date is still within the new timeline: The latest Budget End Date will be updated to match the new Project End Date.
Single Budget Behavior When Updating Project Dates
When a Project has only one Budget, it automatically follows any changes made to the Project’s Start and End Dates. Unlike multiple budgets, there is no risk of deletion, and the system ensures the Budget aligns with the updated Project timeline.
How It Works:
If the project follows a single Budget model, the Budget dates will automatically update to match the modified Project Start and End Dates. In this case no warning messages will appear.
Note: If actuals (recorded work or costs) exist in the Budget, you cannot modify the Project dates. The system will block the change and display an error message. (This is an existing behavior.)
Task and Assignment budgets always function as single Budgets. Changing Task or Assignment dates will not trigger any messages or warnings.