to view the schedule exceptions.Here is a description of the fields and buttons on the Edit Assignment Schedule page.
The sections that follow describe the fields that show the current schedule.
The information fields show the current schedule.
Key: * – Mandatory; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Assignment Name | R | Name of the assignmentConnection between a resource and a project. to which the schedule relates. | |
| Start/End Date | * | Start and end date of the schedule. | |
| Planned Hours | R | Number of hours originally planned for the assignment. This field exists on projects, assignments and milestones and is for simple planning purposes. You can set Salesforce field-level security on this field. When you create an assignment from a resource requestA means of asking for resources for a project or an opportunity., the requested hours data on the resource request is copied to the Planned Hours field on the assignment. When you create a project from a template, the planned hours data is copied. | |
| Future Scheduled Hours | R | Number of hours scheduled for this and subsequent weeks to the end of the schedule. | |
| Pattern | * | The number of hours the resourceA contact that works on a project. should spend on the assignment each day. | |
| Schedule | R | Schedule ID of the schedule to which the assignment relates. You can click the link to view the Schedule page. | |
| Actual Timecard Hours | R | The number of hours booked to the assignment on timecards. | |
| Scheduled Hours | R | The total number of hours scheduled for the assignment. |
The schedule exceptions fields show exceptions to the schedule pattern that have been added to the schedule. Click to view the schedule exceptions.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Name | R | ID of the schedule exception. You can click the link to view the schedule exception detail. |
| Del | R | Deletes the schedule exception. |
| Start/End Date | R | The start and end date for the schedule exception. |
| Default Exception Hours Per Day | R | Default number of hours to populate the day fields with when you do not enter a specific value for an individual day. |
| Day fields | R | The hours on each day that the schedule is changed to when the exception is applied to the schedule pattern. |
The Delete All Exceptions button deletes all the schedule exceptions.
The Schedule section shows hours for each day in the schedule after schedule exceptions have been taken into account.
This section describes the fields that allow you to change all or part of a schedule. When you reschedule, one or more schedule exceptions is created from the you specify to the end of the schedule.
| Field | Description | |
|---|---|---|
| From Date | The date from which to change the schedule. | |
| Schedule Strategy | The scheduling strategy to use. See "Schedule Strategy". | |
| Number of Hours | The number of hours to adjust the schedule to. When you save the changes, the Future Scheduled Hours and Total Scheduled Hours fields are updated. |
The scheduling strategy to use. You can choose from several options depending on the options that your administrator has set:
| Scheduling Strategy | Description |
|---|---|
| Calculate End Date, Level Schedule | Calculates the end date taking into account holidays and other assignments that the resource has. |
| Calculate End Date, Ignore Availability | Calculates the End Date ignoring assignments that the resource has. |
| 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. |
| 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. |
The Percent Allocation section appears when you choose the Percent Allocation scheduling strategy. In this section you can add date ranges and specify a percentage allocation for the resource in each date range. This calculates the hours for each day. 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.
R – Read-only; * – Mandatory field.
| Field | Description | |
|---|---|---|
| Daily Hours fields | R | Hours for each day of the date range based on the Percentage Allocation. |
| End Date | * | Date on which the date range is to end. |
| Ignore Holidays | Indicates whether holidays on the resources work calendar are to be excluded from the total hours. | |
| Percent Allocation | Percentage allocation of the resource to use to calculate their scheduled hours for the date range. | |
| Start Date | * | Date on which the date range is to start. |
| Total Hours | R | The total hours for the assignment between the dates specified in the Start Date and End Date fields of the date range. |
| Button | Description |
|---|---|
| Add Date Range | Adds a date range line to the Percent Allocation section. |
| Refresh | Calculates the hours on the daily hours and Total Hours fields for the date range based on the value in the Percentage Allocation field on that date range. |
| Update | Updates the total hours on the Schedule and the Percent Allocation section based on the value in the Percentage Allocation field. |
This section describes the fields that allow you to insert exceptions into the standard schedule and set start and end dates for the exceptions.
Key: * – Mandatory
| Field | Description | |
|---|---|---|
| Start/End Date | * | The start and end dates for the schedule exception. |
| Move End Date | Indicates whether the parent schedule's end date is to be moved to keep the total scheduled hours constant. | |
| Auto Adjust Overlapping Exceptions | Indicates whether overlapping exceptions are to be automatically removed or truncated. | |
| Pattern Day Fields | * | The hours on each day that the schedule is changed to when the exception is applied to the schedule pattern. |
A Schedule Update section, which allows you to change schedule parameters.
| Button | Description |
|---|---|
| Update | Displays the proposed changes so you can review them before saving. |
| Save | Saves the changes, updates the schedule and the schedule exceptions. |
| Done | Closes the page when there are no changes to save. |
| Cancel | Cancels any changes made on the page and closes the page. |