When your plans change, you can shift entire projects, individual phases, or multiple allocations in bulk.
Shift a project timeline
The Shift timeline option is available in the project's action menu. You can access it:
From the project's side panel
From the Project plan
From the Project view
When shifting the timeline, you choose to move all of a project’s assigned work at once (Entire project) or move the project's allocations from a specific date (From a date).
📝Note: The Shift timeline option is only available for projects with assigned allocations. The allocation limit for shifting a project timeline is currently 250 items.
The shift timeline feature supports undo and redo actions. You can undo the last change using Command + Z (Mac) or Ctrl + Z (Windows). To redo the change, use Command + Shift + Z (Mac) or Ctrl + Y (Windows).
Shift entire project
To shift the entire project, you need to enter a new start or the new end date. The other date will be calculated automatically based on the project's duration. Once the project dates are shifted, all of its allocations, milestones, and phases will move accordingly. Completed work and all logged time will remain as they are.
Shift project from a specific date
When you choose to shift a project From a date, you need to set the Shift from date and the Move to date. All allocations on and after the Shift from date will be moved to the new dates. Allocations before this date and all logged time will remain as they are.
Move project phases
To move a specific project phase along with its assigned work, grab the phase bar in the Project plan or Project view and drag it to a new date. All allocations and milestones within that phase will shift accordingly.
Multi-select and move allocations in bulk
To move multiple allocations, whether from the same project or different ones, hold down the Shift key and select the allocations you want to relocate. You can click them individually or drag across the Schedule, Project plan, or Project view to highlight several at once. Allocations you don’t have permission to edit will be greyed out and won’t be selectable.
📝Note: You can currently select and move up to 50 allocations at a time.
Selected allocations will be highlighted, and you can drag them to a new date. Allocations remain locked on the same person, so nothing gets reassigned during the move.
📝Note: Only active, non-repeating allocations can be moved using this method. Time off records and calendar-synced events cannot be shifted.
