Defining due date calculation methods for checklists

When you define a checklist, you must assign a due date. The due date can be an actual date or it can be a calculated date that is based on a date on the resource's record.

  1. Select Development Planning > Set Up > Checklist Components > Due Date Calculation Methods.
  2. Click Create.
  3. Specify this information:
    Effective Date

    Required. Specify the date on which the due date calculation method becomes effective.

    Due Date Calculation Method

    Required. Specify the due date calculation method name.

    Description

    Specify a description for the due date calculation method. If you leave this field blank, the due date calculation method name defaults.

    Active

    The due date calculation method is active by default. Clear this check box to inactivate it.

    Units

    Specify the number of units and select the unit type (for example, 30 Days).

    Duration

    Select After or Before.

    Calculation Date Option

    Select the date on which the calculation is based (for example, Work Assignment Effective Date).

    A complete due date calculation method could be "30 Days After Work Assignment Effective Date."

  4. Click Save.