You set the scheduling strategy when you create a new assignmentConnection between a resource and a project. using the Staffer, Resource Request page and Assign Resource button on the Project related list. The default value is Calculate End Date, Ignore Availability. The following scheduling strategies are available depending on the options your administrator has set:
| Scheduling Strategy | Description |
|---|---|
| Calculate End Date, Level Schedule | Calculates the end date for the assignment taking into account holidays on the resource's work calendar and other assignments that the resource has. With this option, the End Date on the Schedule Details is calculated automatically. The end date is changed to show the date on which the Scheduled Hours will be achieved. For instance, if a resource's work calendar is set to 8 hours per working day, the resource is not available on 12/23/2011, the start date for the assignment is 12/21/2011 and the end date of the assignment is 12/23/2011, if you enter 17 Scheduled Hours and click Update Schedule, the End Date shown in the Schedule details section is shown in red because the Scheduled Hours cannot be achieved without moving the end date of the assignment. |
| Calculate End Date, Ignore Availablity | Calculates the End Date ignoring other assignments that the resourceA contact that works on a project. has. For instance, if a resource's work calendar is set to 8 hours per working day, the resource is not available on 12/23/2011, the start date for the assignment is 12/21/2011 and the end date of the assignment is 12/23/2011, if you enter 17 Scheduled Hours and click Update Schedule, the End Date shown in the Schedule details section is shown in black because the fact that the resource is not available on 12/23/2011 is ignored. |
| Adjust Hours Per Day | Calculates the hours per day based on the project end date and the Scheduled Hours. The Scheduled Hours are distributed evenly between the start and end dates for the resource's working days based on the resource's work calendarA calendar that defines the working days, hours and public holidays for a resource, region, practice or group.. As a result, the hours per day might not match the resource's work calendar. If the Adjust Hours Strategy Respects Holidays custom setting in the Assignment Settings is set, the schedule respects holidays and schedule exceptions are created for them. In this situation hours are spread across other days. |
| Custom | Calculates the end date based on hours you enter in the Day fields. For instance, if you want the resource to work on the assignment for four days a week you can enter hours in the day fields to calculate the end date based on a four day week. This also calculates the end date taking into account any public holidays in the resource's work calendar excluding weekends. |
| Percent Allocation | Calculates the hours per day based on the percentage allocation in the Date Range lines. You can add several date range lines and specify a different percentage allocation on each date range. When you create an assignment or update the scheduling strategy on an assignment using this strategy schedule exceptions are created based on the date ranges and percent allocation that you enter. |
| Zero Hour Schedule | Allows you to create assignments with zero hours for each day. For instance, you can create resource requests with zero hours and then staff, assign or hold the resource requests. |
When assigning a resource to a project using the Assign Resource button on the Project Assignment related list, you can also select a scheduling strategy before you click Update Schedule for the first time.
After creating an assignment, you can edit the schedule associated with it.
Schedule exceptions are created when you select a scheduling strategy, edit an existing strategy using the Edit Schedule button on an assignment or when you edit a schedule in the planners.
You can also insert schedule exceptions. If you insert a schedule exception with the Move End Date checkbox selected, FinancialForce PSA adjusts the end date if the scheduled hours would have been reduced from original scheduled hours, keeping the scheduled hours constant.
For instance, if an assignment has a Start Date of July 1, 2010, an End Date of September 29, 2010, Scheduled Hours of 520, Schedule Strategy of Calculate End Date, Ignore Availability and a Schedule Pattern of 8 hours on all working days from Monday to Friday. If you insert an exception from September 1–3 (Wed to Fri) for zero hours on all working days, with the Move End date checkbox selected. The exception moves the end date up five days instead of three because October 2 and 3 are non-working days (Saturday and Sunday) according to the pattern.
In addition, PSA automatically adjusts schedule exceptions when you insert an overlapping exception from the Edit Assignment Schedule page.
You can delete schedule exceptions on the Edit Assignment Schedule page.
Concept Information
Related Tasks
Selecting a Custom Scheduling Strategy
Assigning Resources Directly by Name
Assigning Multiple Resources to Projects
Assigning Multiple Projects to Resources
Changing the Resource on an Assignment
Viewing, Adding and Editing Daily Notes
Reference Materials