1. Schedule Logic and Validation rules 

There are a number of date validation rules applied to avoid any schedule tasks and activities being created with invalid dates.   The rules vary slightly depending if the schedule is in Phase 3 Kick-off or Phase 4 Execution, below is an overview of the rules that apply to setting up project schedules:

Phase 3 Kick-off

• Pipeline schedule creation is optional and managed via Company Settings ‘Project Lifecycle, but if set the following rules apply when setting up the schedule.
  • Start date – no restrictions
  • Finish date – one day before Phase 4 Execution Start Date
• Execution Schedule
  • Start date – no restrictions (if no Pipeline Schedule date is set) OR
  • Start  date – one day after Pipeline Schedule end date

Phase 4 Execution 

• Pipeline schedule – does not apply as READ ONLY 
• Execution Schedule
• Start date – can no longer be changed
• Baseline Finish Date – can only be changed via Change Control Process
• Forecast Finish Date – changed based on user’s access rights.