Resource schedules

Understand the default schedules used in Resource Management and learn how to create your own custom schedules.

Resource management uses a default schedule named Resource Management Schedule. The Resource Management Schedule has the following characteristics:

• Weekly on Weekdays
• Monday through Friday 08:00-12:00
• Monday through Friday 13:00-17:00

While planning a resource request for a resource plan, the user's schedule is considered to calculate planned and requested hours, if all users in that resource plan have the same schedule and that schedule is different from the resource management schedule.

Default schedule

The schedule assigned to each user can be understood using the following information on the user profile.

• Value provided in the Schedule field.
• Schedules provided in the Schedules related list, with the Context field set to Resource Management.

  This related list can be seen in the Resource Manager view of the user profile.

If there are no entries in the Schedules related list, the value provided for the Schedule field is used to determine the resource schedule. If the Schedule field is empty too, then the schedule specified in the Default Schedule Name (com.snc.resource_management.default_schedule) property is applied as the resource schedule. To understand how to modify this property value, see Specify the default resource management schedule.

Custom schedules for resources

Check the default schedule associated to a resource and apply custom schedules to those resources who require it.

If custom schedules are necessary, work with your administrator to create them. An administrator can create a schedule as per your requirements and assign it to the user. This custom schedule can also be assigned to other users as appropriate.

The value specified for the Schedule field on a user profile overrides the schedule specified in the Default Schedule Name property.

Remarque :

The Time zone field of a schedule is recommended to be set to Floating.

If necessary, the administrator can create a hierarchy of schedules. This is useful if you want users to have a primary schedule such as Monday-Friday 8:00-17:00 and a secondary schedule such as Saturday-Sunday 12:00-16:00. See Custom schedule hierarchy.

Custom schedule hierarchy

To create a schedule hierarchy for any user, use the Schedules related list. Create a schedule and within the new schedule, define the type, dates, and repeat schedule using the Schedule Entries related list.

For example, Alene's usual schedule is 8-5 weekdays, which is specified in the Schedule field of their user profile. On top of the usual work, Alene also has to attend a site check every Saturday. The schedule for this appointment can be created from the Schedules related list.

Figure 1. Custom schedule hierarchy example

Figure 2. Schedule entry within a custom schedule

Specify the default resource management schedule

Choose the default schedule to be applied to your resources.

Avant de commencer

Role required: it_pps_admin

Pourquoi et quand exécuter cette tâche

The base system uses Resource Management Schedule. You can change the default schedule at any time by using the Default Schedule Name property.

Procédure

1. Navigate to All > System Scheduler > Schedules > Schedules.
2. Review the schedules and copy the Name of the schedule that you want to use.
3. Navigate to Project Administration > Settings > Properties - Resource.
4. In the Default Schedule Name property field, paste the name of the schedule that you identified in step 2.