Deadline Dates and Risk Alerts - LiquidPlanner

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Deadline Dates and Risk Alerts

Available with Small Team, Professional and Enterprise

Deadlines help keep track of important dates and drive alerts to let you know as soon as work is at risk of missing a deadline. Before using Deadlines, make sure that you understand how schedule dates (Finish [E], 90% Finish, etc.) are calculated.

Deadline Dates

If your goal is to complete something by a specific date, set a deadline date in the plan item’s Edit Panel.

The deadline date appears as a black diamond in Timeline View on the Projects tab.  When the deadline is set on a container, all items in the container inherit that same parent deadline date, as shown by the gray diamonds (below). If there is more than one parent container with a deadline, items will inherit the earliest deadline date of all parent containers.

Deadline Inherited
Deadlines do not affect your task dates, nor do they guarantee that work will be scheduled to finish by a certain date. They simply drive alerting to let you know in advance if you won’t be able to get work done by that date.

 

Risk Alerts

A deadline will trigger an alert when the finish date for your work slips close to the deadline date. You will see either a red, orange, or yellow warning alert in the left margin next to the affected plan item. A purple informational alert will appear when there is a deadline conflict. Clicking on the alert icon will open the edit panel. A written description of the alert will appear at the top of the Edit Panel. 

  • A red high risk alert is triggered when the item’s deadline date is before the Expected Finish Date [50%]. The Edit Panel will tell you which date triggered the alert. The schedule bar for that plan item will turn red.
  • An orange moderate risk alert is triggered when the item’s deadline date is on the Expected Finish Date [50%], up until the Finish [90%] date. The Edit Panel will tell you which date triggered the alert. The schedule bar for that plan item will turn red.
  • A yellow slight risk alert is triggered when the item’s deadline date is on the Finish [90%] Date, up until the Finish [98%] date. The Edit Panel will tell you which date triggered the alert.
  • A purple informational alert is triggered by a deadline conflict, caused when the item’s deadline date is after the deadline date of a parent container.
Alerts will not appear when a plan item is on hold because items that are on hold do not affect the schedule.

In the scenario below, the TechPro Security Enhancements project is at risk because the Security Patches and Protocol Review task is pushing past the project’s deadline date.  The task itself is red, as well as its parent container (the project folder). The 3rd Party Assessment task has a yellow slight risk alert because it will finish between the [90%] and [98%] Expected Finish dates.

On a task with multiple owners, click on the schedule bar to open the pop-up window for a quick view of the assignments that are in danger of missing the deadline.

Deadlines and Filters

Use the pre-built status filters for Deadline at Risk and Deadline not at Risk to quickly find active items that are at risk of missing their deadlines or to surface only items with no deadline risks.

Status Filter - Deadline at risk & Deadline not at Risk
Create a custom status filter including the rules for is late and/or deadline date along with additional rules of your choosing to further customize the deadline filtering criteria.

 

Delta Deadline Metrics

When you assign a deadline date to a project or task, LiquidPlanner will calculate how far off the 90% Finish date is from the deadline date. Expose the Delta Deadline column on a project or task report in Analytics or in a Dashboard Analytics Table widget to see this calculation.

Learn more about using deadlines to identify schedule risk and measure the deadline trend of your projects over time.

Related Articles

The Edit Panel
Analytics Roll-Up Reports
Date Drift Report
Reading the LiquidPlanner Schedule Bars

Deadline Dates and Risk Alerts was last modified: October 12th, 2017 by Marta Searles

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