There are a number of reasons a recurring project does not generate the next occurrence when it was supposed to. This topic lists items you can look for on the project and project template to help determine why the project did not recur and how to address the issue.

The steps below will walk you through checking a number of items on a project that did not generate its next occurrence in order to help identify the cause and enable you to correct the problem.

1. Choose Actions > Manage Projects.
2. Double-click a project that should have generated its next occurrence but did not.
3. Click the Recurrence button to open the Recurrence window.
4. Check the Recurrence option at the top of the Recurrence window.
   • If None is selected, the project will not generate the next occurrence. Change the option to one of the two remaining options.
   • If Use Specified Rule is selected, continue examining the Recurrence screen you currently have open.
   • If Use Project Template is selected,
     1. Click Cancel on the Recurrence screen and on the Project screen.
     2. Choose Setup > Templates > Projects.
     3. Click the project template on which the project in question was based and click Edit.
     4. Click the Recurrence button to open the template's Recurrence window. It is almost identical to the one opened from the project. The same steps below can be followed on either the project's or the template's recurrence window.
5. Under Frequency, verify that the Pattern is not set to None.
6. Under Expiration, if the selected option is other than No end date, verify that the next occurrence would not exceed its maximum number of occurrences or be generated past the End by date.
7. Under Generation, verify When I manually created it is not selected.
8. Under Generation, if When the current Schedule Item is complete is selected, verify that this is the option that was set for the project generation when the Tracking Description was changed to Completed. If it was not and then subsequently changed to When the current Schedule Item is complete, projects that were already completed will not generate their next occurrence. It is the act of changing the Tracking Description to Completed while this option is selected that causes Practice CS to generate the next occurrence of the project. In this situation, right-click the project and choose Generate Next Project to generate the occurrence that did not generate automatically. The project should regenerate automatically for subsequent occurrences.
9. Under Generation, if n months and n days before next occurrence is selected and this is the day on which the next occurrence should have generated, they may be in process. The generation process starts only after Practice CS is opened on or after the date the next occurrence of the project should have occurred based on what the due date of the next occurrence would be. If you have a large number of projects, you may not see the new occurrences for several hours as the generation process occurs in the background at a relatively slow pace so as not to significantly impact performance.
10. Make any changes necessary based on the above steps and click OK on the Recurrence window and OK on the Project Window.

If the next occurrence of the project still does not generate, try the following steps:

• Right-click the project and generate the next project manually. It is possible that the next occurrence already exists and is being overlooked by the program. (If you generate the next occurrence manually and the next occurrence already exists, you can delete it without any issues.) 
• If possible, find out if your firm has recently changed the template.

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