Adjust the Target Completion Date from the Process Timeline

Purpose

This guide outlines how to adjust the target completion date from the process timeline.

Note: Target completion date can only be changed if the user has the appropriate privileges in the system. Please contact your IT Administrator or CS support for more information.

Instructions

1. Select the desired process from the Assignments page.

Figure 1. Select Process

2. From the Process panel, click the menu icon and select Plan.

Figure 2. Plan 

3. A gantt chart is displayed. Stages of the process will be listed, along with any contributors, in the time frame. 
4. Green stages indicate a process is on time while red would indicate a process that is overdue.

Figure 3. Process Timeline

5. Hover over the stage name you wish to adjust. 
6. Click on the clock icon.

Figure 4. Clock Icon

7. The Planned Stage Completion modal opens. 
8. Users can adjust the date and time of completion, as well as the stage duration.

Figure 5. Planned Stage Completion Modal

9. Click OK.
10. The process timeline has been updated based on the values adjusted in Step #8. 

Figure 6. Updated Process Timeline