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Selecting the Project Update Type

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

By selecting an Update Type for a project, you can control how frequently the changes you make to the timeline of the project are saved on the parent tasks or the project.

When the project timeline is updated, it is recalculated based on changes made to the project, its tasks, or changes made to another project that the timeline is dependent on.

For example, the following changes to the tasks on the project trigger an update to the timeline  of the project:

  • Update the dates of tasks
  • Change predecessor relationships of tasks
  • Change parent-child relationships, adding or removing assignments in addition to changing the task constraint or duration type.

When the tasks update, their parent objects (parent tasks or the project) update at the time indicated by the Update Type. 
NOTE If the parent objects do not update immediately after the change when selecting "Automatic and On Change" or "Change Only" Update Type, refresh the page. 

To specify an Update Type for your project:

  1. Navigate to the project whose Update Type you want to specify.
  2. Click Edit Project.
  3. Click Settings.
  4. In the Update Type field, select from the following options: 
    • Automatic and On Change: This is the default setting. The project timeline is updated each time a change occurs in the project or in another project that the timeline is dependent on. The project timeline is also updated each night. 
      This is the recommended setting as it ensures that the project timeline is always up to date.
    • Change Only: The project timeline is updated each time a change occurs in the project or in another project that the timeline is dependent on; scheduled updates do not occur.
      You might want to select this option if you are concerned about system performance and if changes rarely occur in the project or in other projects that the timeline is dependent on.
    • Automatic Only: The project timeline is updated each night; it is not updated immediately after changes are made.
      You might want to select this option if you are concerned about system performance and if many changes occur each day in the project or in other projects that the timeline is dependent on.
    • Manual Only: The project timeline is updated only when you select the option to Recalculate Timelines, as described in "Manual Recalculation" section in "Recalculating Timelines for Projects."
      You might want to select this option if you are making many changes to the project at one time, and you want the timeline recalculation to occur after all of the changes have been made (rather than after each individual change).
  5. Click Save Changes.

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Keep the reference link to the other article that also documents the Update Type

This is linked to Recalculating Timelines for Projects - https://workfront.zendesk.com/hc/en-us/articles/217240367 

After 18.1 production, remove this note : NOTE If the parent objects do not update immediately after the change when selecting "Automatic and On Change" or "Change Only" Update Type, refresh the page.