Quick Tip – Editing Proposal Project Dates

Navigate to the Budget screen in the proposal record. Click the Setup tab.

Select the Period/Dates tab.

Edit the dates:

  • Shift both the Start and End date by editing the field next to project start; End date will shift to follow the amount of days in which the Start date shifted, or
  • Change dates directly under the Budget Period section
  • Edit and Add budget periods at the bottom of the screen

NOTE: If any tabs have already been completed, the new project dates will not appear in the information sections. Uncomplete and re-complete all information for the new project dates to appear.