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Finance | Project Operations, Human Resources, ...
Answered

Changing Schedule mode at Project level

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Posted on by 30

There’s a default Schedule mode set on the Project parameter page, and also a field Project level schedule mode override permitted which can be Yes or No.

I’ve found that changing the default Schedule mode forces a newly created project to use this Schedule mode, but I’ve noticed that setting the Project level schedule mode override permitted to Yes has no effect…I cannot change the Schedule mode on a project.  When I create the Project draft from an Opportunity line, the Schedule mode field is locked and not editable. 

I expected this field would be editable, based on this article.

Does anyone know if this is a known issue? 

Is this your experience - where you can in fact update the Schedule mode on a project?

Thanks! 

  • Verified answer
    apa Profile Picture
    8,284 Moderator on at

    AaronGoudreau you can set the scheduling mode when creating a project and BEFORE the row is saved. The scheduling mode can't be changed after a project has been created.

  • AaronGoudreau Profile Picture
    30 on at

    Thanks for the feedback Antti - I am using a VAR's version of Project operations, which creates a Project draft and immediately saves it, removing the users ability to override Schedule mode.  I assume this isn't the case in standard Project operations.  

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