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Assignment Schedule Fields

Here is a description of the fields and buttons on the Edit Assignment Schedule page.

Note:

Note

Calculation of scheduled days respects hours to days rules when PSA is configured to do so.

Schedule

The sections that follow describe the fields that show the current schedule.

Information Fields

The information fields show the current schedule.

Key:
* – Mandatory.
R – Read-only.

Schedule Exceptions Fields

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.

Schedule Exceptions Buttons

The Delete All Exceptions button deletes all the schedule exceptions.

Warning:

Warning

When you make a change in the Schedule Exceptions section, there is no option to preview your changes before saving them.

Schedule Fields

The Schedule section shows hours for each day in the schedule after schedule exceptions have been taken into account.

Reschedule

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.

Warning:

Warning

When you reschedule, all schedule exceptions on or after the From Date are deleted .

Schedule Strategy

The scheduling strategy to use. You can choose from several scheduling strategies 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. Note: Note In the Percent Allocation scheduling strategy, you cannot use date ranges that overlap.
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. Note: Note If you attempt to create an assignment with zero hours using a different strategy, an error message appears.

Percent Allocation

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.

Note:

Note

To display the Percent Allocation section, you must click Update Schedule after selecting the Percent Allocation scheduling strategy.

After completing or changing the Percent Allocation field you must click Update.

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.  Note: Note After completing or changing this field you must click Update.
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.

Percentage Allocation Buttons

Insert Schedule Exception

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.

Buttons

A Schedule Update section, which allows you to change schedule parameters.

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