Scheduling: Use Cases

Information

A few application examples are provided below to illustrate the relationship between different factors that influence scheduling.

Notes

Unless stated otherwise, the examples are based on the settings of the standard installation and the linear load profile (= the Load profile data field is empty).
If the parameter settings deviate, the results may vary accordingly.

Overview and short description of application cases:

No.	Use case	Result
1	Planning with Adherence to Schedule with Several Resources Task with several task resources The Planned duration of the task is predefined. Planning type = adher. to schedule	Scheduling carries out the planning along the duration of the task. Scheduling does not prevent overload. Overload will be indicated.
2	Planning with Adherence to Total Float with Several Resources Task with several task resources The Planned duration of the task is predefined. Planning type = adher. to total float	Scheduling carries out the planning along the duration of the task. Scheduling does not prevent overload. The float of overloaded resources is not used to compensate possible overload. If there is not sufficient float, resources will be overloaded Resource 1 with overload: Float is used Resource 2 with overload: Starts at the earliest start date.
3	Planning with adherence to capacity Task with several task resources The Planned duration of the task is predefined. Planning type = adherent to capacity	Scheduling plans the task without taking the Planned duration of the task into account. Resources are not overloaded. The float of the overloaded resource is used: Resources are not scheduled during non-working days.
4	Resources with Vacation, Planning with Adherence to Schedule Resources with vacation Linear load The duration of vacation is shorter than the task duration. Planning type = adher. to schedule	Scheduling carries out the planning block-wise. Scheduling does not plan the resource during its vacation period. On working days, the resource will possibly be planned with overload.
5	Resources with vacation > Task duration, Planning with adherence to schedule Resources with vacation Linear load The duration of vacation is longer than the task duration. Planning type = adher. to schedule	The planning is scheduled before or at the start of vacation. The effort is displayed as overload due to the unavailability of the resource on vacation. If the entire task lies within the vacation period, it will be loaded at the calculated start date of the task.
6	Planning with Adherence to Total Float with Vacation Vacation is entered for a resource. Linear Load Profile The duration of vacation is shorter than the task duration. Planning type = adher. to total float	Outside the vacation period scheduling carries out the planning block-wise. Available float is used. If the float is exhausted, scheduling will overload the resource. Resource is not planned during its vacation period. The planning is not splitted.
7	Planning with Adherence to Capacity with Vacation Vacation is entered for a resource. Linear Load Profile The duration of vacation is shorter than the task duration. Planning type = adherent to capacity	Outside the vacation period scheduling carries out the planning block-wise. Resource is not planned during its vacation period.
8	Planning with adherence to total float with Requested end and Fixing = 0 Task with several task resources The Planned duration is predefined. Requested end on a task Set the Fixing parameter = 0 The vacation of a resource is shorter than the task. Planning type = adher. to total float	Scheduling plans the task on its Requested end. When setting Fixing = 0, the Requested end is exceeded if necessary. No consideration of float and possible overload since the specification of a Requested end causes loading with adherence to schedule. The task is not moved.
8.1	Planning with adherence to total float with Requested end and Fixing = 1 Task with several task resources The Planned duration is predefined. Requested end on a task Fixing task parameter = 1 Planning type = adher. to total float	Scheduling plans the task on its Requested end. When setting Fixing = 1, the Requested end is adhered to and the task is loaded with adherence to schedule. Float and overloads are not taken into account. The task is not moved.
8.2	Planning with adherence to Requested start on the resource assignment Task with several task resources Tasks with FS relationship Tasks without resource with Planned duration Last task with 2 resources without Planned duration with Requested start CAP Load Profile Max. load/day =7,2h Planning early = N TAR Requested start of the resource 1 < TAR Requested start of resource 2 Planning type = adher. to total float	The task is scheduled for the Requested start of the project or TODAY. The last task is thus scheduled for the Requested end of the project. The Requested start on the last task cannot be adhered to due to Planning early = N.
9	Planning with adherence to capacity with Requested end and Fixing = 1 Task with several task resources The Planned duration is predefined. Requested end on a task Fixing task parameter = 1 Planning type = adherent to capacity	The fact that the Fixing parameter is set = 1 causes the task to be loaded with adherence to schedule. The task is not extended or moved. Overloads may occur.
10	Planning with adherence to schedule of a task with predecessor, Requested start and Fixing = 0 Vacation is entered for a resource. Linear Load Profile The duration of vacation is shorter than the task duration. Task with predecessor and Requested start, Fixing = 0 Planning type = adher. to schedule	The task does not start at the Requested start but after the predecessor has ended. The vacation of the resource is taken into account. Remaining duration= Planned duration
11	Planning with Adherence to Total Float with Effort > Availability Task with several task resources The Planned duration is predefined. The capacity needed for the required duration exceeds the available capacity. Planning type = adher. to total float	Scheduling exploits available float. If no more float is available, the task is planned block-wise at the latest possible point in time.
12	Planning with Adherence to Capacity with Effort > Availability Task with several task resources The Planned duration of the task is predefined. The capacity needed for the required duration exceeds the available capacity. Planning type = adherent to capacity	Scheduling exploits available float. Scheduling is postponed until the block can be loaded in. The project end date is possibly exceeded. The resource is not planned during its vacation, the task is not splitted
13	Planning with adherence to total float of a TA with predecessor, Requested end and Fixing = 0 Vacation is entered for a resource. Linear Load Profile The duration of vacation is shorter than the task duration. Task with predecessor and Requested start Fixing task parameter = 0 Planning type = adher. to total float	The task does not start at the Requested start but after the predecessor has ended. The vacation of the resource is taken into account. Remaining duration = Planned duration Float is not exploited since a task with date is always automatically loaded with adherence to schedule.
14	Planning with adherence to total float of a TA with predecessor, Requested end and Fixing = 0 Vacation is entered for a resource. Linear Load Profile The duration of vacation is shorter than the task duration. Task with predecessor and Requested start Fixing task parameter = 0 Planning type = adherent to capacity	The task does not start at the Requested start but after the predecessor has ended. The vacation of the resource is taken into account. Remaining duration = Planned duration Float is not exploited since a task with date is always automatically loaded with adherence to schedule.
15	Calc. start for reporting of several task resources Plan several resources for a task and record hours: as planned earlier than planned later than planned	Scheduling plans the resources with their remaining effort from the TAR Actual start on. If the day following the Actual start date is a non-working day, the resource will be scheduled for the next working day. The resource will possibly be overloaded.
16	Reporting on Vacation Several resources are assigned to a task. A resource is on vacation during the entire task duration but he/she reports actual hours worked.	Scheduling of resources without vacation is carried out in accordance with standard specifications. The resource who has reported during vacation is scheduled for the first working day following the reporting period. The resource will possibly be overloaded.
17	Task with a resource The resource is on vacation from start to finish of the task Planning type = adher. to schedule, adher. to capacity, or adh. to total float Linear load profile (empty load profile)	The resource is unavailable during the entire task duration Scheduling plans the entire remaining effort on the first day of the task duration Depending on the load type, the following behavior results: BLD (Load equals Actual effort/Max. load/day): It is only planned up to the maximum daily load. The rest remains untouched. CAP (adher. to capacity): The remaining effort is planned → this leads to heavy overload on the following day.