Report and Section Due Dates

A due date is applied to a report or a section to indicate a deadline for when work should be completed.

How Due Dates Are Used

Users granted the Modify Report Properties permission can assign a due date to a report. Users granted the Manage Report Object Properties permission can assign a due date to a section or to a report object.

The due dates are used to indicate the date on which all work should be completed. If the due date is equal to the current date or has passed, Current State Due Date in the Properties and Comments window is highlighted.

Manage Due Dates and Due Date Inheritance

Due dates can be managed at any level of a report (report, section, or report object).

• Create and apply report-level due dates to all sections and report
  • To set or change a due date for a CDM report, in the Report tab in the Navigation Pane, right-click the report and select Properties > Manage All Report Properties, then enter a date in the Report Due Date field.
  • To apply the due date to all sections and report objects in a report, right-click the report and select Properties > Apply Report Due Date. The descendant report objects and sections will now inherit the due date from the report due date setting.
• Create and apply section-level due dates to all descendants within a section
  You can set an explicit due date for a section by clearing the Inherit Due Date checkbox in the Properties and Comments window (right-click the section and select Properties > Manage All Section Properties) and setting a new due date. When set, the due date is inherited by any new objects or sections that are added as descendants to the section. At any time, you can apply the section due date to all sections and report objects within the section by right-clicking on the section and selecting Properties > Apply Section Due Date. Due dates for the descendant sections and report objects are discarded and they inherit the section due date.
• Create and apply report object-level due dates to an individual report object
  You can set an explicit due date for a report object by clearing the Inherit Due Date checkbox in the Properties and Comments window (right-click the report object and select Properties > Manage All Object Properties). You then enter a new due date for the report object in the Report Object Due Date field.

Workflow State Due Dates

Due dates can also be applied to workflow states to enforce when certain stages in the workflow must be completed.

When the due date for a workflow state has passed the workflow due date of the report object, the section or report will be highlighted in the Properties.

The workflow state due date for a report object, section, or report is calculated relative to its due date.

To learn more about how to set workflow state due dates and how they are calculated, see the CDM Administration Guide.