How Do I Set Start Dates For Clients/Projects/Activities

This guide will show you how to set start dates for client structure items. When an item has a start date, time recordings cannot be added to it in the timesheet for dates before the start date. 

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Adding Start Dates To Client Structure Items
Examples of When A Start Date Cannot Be Set

  
Adding Start Dates To Client Structure Items

1. Click Client

   
    
2. Expand the group that contains the item for which you would like to add a start date. Click the Edit icon. 
   
    

3. Click the Advanced tab 

   
    

4. Add a Start Date and click Save.
   This item will not be available for timesheet weeks before this date. 

   
    

Examples of When A Start Date Cannot Be Set

There are occasions when a start date cannot be set

1. The item has time recordings before the start date
   The start date must be before the earliest time recording. For example, if the earliest time recording was 01/01/2026, the start date cannot be later than that date. 
    
2. The item was created from a Template
   When an item is created from a template, it cannot have a start date, because all changes to a template should be made to the template itself. The item should either have a start date set on the template, or the template should be removed from the Linked Template section to unlink it.
   For more information about using templates, please click here