Product Request Overview: Project Scheduling & Recurrence

Introduce a new project scheduling and recurrence capability that allows users to configure projects to repeat on specific dates or according to a defined schedule. Repeated projects would be automatically created as linked versions, improving visibility, consistency, and lifecycle management for recurring work.

Problem Statement

Currently, users must manually recreate projects that follow a recurring pattern (e.g. annual, quarterly, or scheduled repeats). This is time-consuming, increases the risk of inconsistency, and makes it difficult to track related projects over time.

There is also no standard way to link repeated or duplicated projects together, limiting visibility across project lifecycles.

Proposed Solution

1. Project Recurrence Configuration

Add a new section within the Project Edit screen where users can:

• Define specific repeat dates or a recurrence schedule (e.g. weekly, monthly, annually)

• Configure start and end dates for recurrence

• View and manage the recurrence setup from a single location

2. Project View Enhancements

On the Project View screen:

• Display the configured recurrence dates or schedule

• Show when the next repeat is due

• Clearly indicate when a project has been repeated

3. Linked Project Versions

When a project repeats:

• Automatically create a new project based on the original

• Link the original and repeated projects together

• Display linked versions in the project view for easy navigation and historical tracking

Supporting Functionality: Project Duplication

To enable recurrence, develop a project duplication feature that:

• Copies project details, structure, and configuration

• Can be used automatically by the recurrence engine

• Is also available as a standalone “Duplicate Project” action for one-off use cases