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Can you set a default start date for a project in the template?

When we create projects using our templates, until we have agreed specific start dates for each milestone & task we have the start date set as default 01/01/1999.  We do this because of the level of reporting we require.

We have to remember to set the default date of 01/01/1999 when we are creating the project on the "add new project" window, if we forget to do this then the system uses todays date and we have to manually go through and change all the dates in the project.

Ideally we would like to be able to set the default start date of 01/01/99 in the project template so when we create a new project from that template our default start date is already showing. 

I can't seem to find a way to do this, can you help?

Thanks

Julie

Julie Rose Answered

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Hi Julie,

Thank you for reaching out!

This should be possible with customization/custom development and is out of scope via this support channel.

Here are three options:

  • Reach out to your dedicated Customer Success Manager who can schedule time with you and use your training hours to provide your with the solution you are looking for.

  • We will be happy to build it for you. For that we would need to understand the requirement better to provide with a professional services quote for this. The best approach is to contact your account executive to request a quote from our professional services team for this.

  • Alternatively, you can also join our free interactive Advanced Q&A sessions ( http://www.clarizen.com/live-demo.html#second). These are great resources for customization consulting with our experts and visual answers to your questions. One of our Customer Success Manager will be able to demo some examples for you and give you guidelines how to build it yourself.

All the best,

Diana

Diana Sandura 0 votes
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