How to set a project's start and end dates

Setting a project's start and end dates

A project's start and end dates (its "boundary dates") are set on the project's Configuration page. They are needed for the project to show up on the Portfolio Timeline report.

Open the Configuration page

• From the Project List, click the pencil icon to the right of the project name.
• From inside a project, click the pencil icon in the upper right corner.

Set the dates
Click the calendar icons next to "Project Boundary Dates" and pick a start date and an end date.

Dates from tasks
If the project already has tasks with dates, Pie fills in the boundary dates for you:

• The start date is the earliest task start date (milestones are not counted).
• The end date is the latest task due date.

Pie shows a note next to the date field when it will do this.

Choosing your own dates
If you pick a date yourself, Pie keeps it and no longer follows your tasks. If someone later saves a task that starts before your start date or is due after your end date, Pie moves the project date out to include that task.

You may try to change a due date and if it gives pop-up saying "This end date is earlier than a task due date in the project. Do you want to continue with this new date?" click the buttons Cancel or Submit. If you cancel or close it, the old date stays, which can look like the change didn't save. If you submit, the tasks keep their dates and only the Portfolio Timeline changes.

Going back to the task dates
Click "Clear" in the calendar popup. Pie sets the date back to the earliest task start or latest task due date. If no task has that date, the field stays empty.

Note: The start date follows your tasks on Enterprise and Pro plans. On other plans, clearing the start date leaves it empty.