Shifting contract dates
The Shift contract dates option allows you to shift the dates of a contract, together with the dates of all related subcontracts and contract lines. The dates of contract options, contract actions and contractual terms are automatically moved with the contract.
It is recommended that you carefully check the new dates after you have shifted contract dates.
It is recommended that you carefully check the new dates after you have shifted contract dates.
 | If you work with turnover rent and you use the Shift contract dates option, the start date and end date of linked turnover profiles will also be shifted. For more information, see Adding lease contracts. |
If, initially, the contract’s Date effective and the > were equal, and the contract’s date effective is shifted forward, the Planon calculation start date is moved too. This is only applies to contracts with status In preparation.
Procedure
1. At the Contracts selection level, click the contract whose dates you want to shift. The Shift contract dates option is only available for contracts that are in the In Preparation status.
2. On the action panel, click Shift contract dates.
The Enter values window is displayed. The Enter values window contains the current start date and the current end date by default. If you want to move the contract forward a month, you simply specify a start date that is one month later. The end date is automatically adjusted.
3. Click OK.
The contract dates, including those for subcontracts and contract lines, are now shifted.
Example
In this scenario, the contract line and the subcontract have a different start date or end date than the contract.
Current situation:
Contract | |
|---|---|
Start date | 04/28/2022 |
End date | 04/27/2023 |
Contract period | 1 year |
Contract line | |
|---|---|
Start date | 06/01/2022 |
End date | 04/27/2023 |
Contract line period | 6 months |
Subcontract | |
|---|---|
Start date | 07/01/2022 |
End date | 12/30/2022 |
Situation after shifting the contract’s start date by one month:
Contract | |
|---|---|
New start date | 05/28/2022 |
New end date | 05/27/2023 |
Contract period | 1 year |
Contract line | |
|---|---|
New start date | 07/01/2022 |
New end date | 04/27/2023 |
Contract line period | 6 months |
Subcontract | |
|---|---|
New start date | 08/01/2022 |
New end date | 01/30/2023 |