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Create a Tentative Schedule

You can specify scheduling criteria and begin scheduling tasks using Autoschedule. You can autoschedule an entire project or only tasks that occur between ranges of dates. Use this procedure to specify the deviations from the current schedule and automatically create a new tentative schedule.

You can also create a tentative schedule by running the Autoschedule Investment job.

You can discard a tentative schedule and delete projects that are tentative-scheduled. When you delete the tentative schedule, the project is unlocked and the plan of record (POR) information is displayed. To delete a tentative schedule, click the down arrow for the Autoschedule With Options icon on the Gantt view toolbar, and select Delete Tentative Schedule.

Follow these steps:

  1. Open the project and click Tasks.

    The list page appears.

  2. Open the Tasks menu and click Gantt.

    The Gantt view appears.

  3. Click the down arrow for the Autoschedule With Options icon in the Gantt view.

    The autoschedule page appears.

  4. Complete the following fields:
    Project

    Displays the name for the project. The value for the field is based on the Project Name field on the project properties page.

    Project Start

    Displays the start date. The value for this field is based on the Start Date field on the project properties page.

    Project Finish

    Displays the finish date. The value for this field is based on the Finish Date field on the general properties page.

    Autoschedule Date

    Specifies the date to begin scheduling tasks. If you are scheduling from the finish date, enter the date on or before to begin scheduling tasks. If the project is not initiated, enter the project start date. If the project is already in progress, enter the first day after the last date actuals are posted.

    Default: Current Date

    Ignore Tasks Starting Before

    Specifies the date before which to exclude tasks.

    Example: Suppose, you enter 7/3/11 as the Ignore Tasks Starting Before date, and you have a task that starts on 6/20/11. The task is excluded from the schedule.

    Ignore Tasks Starting After

    Specifies the date after which to exclude all tasks.

    Example: Suppose, you enter 7/3/11 as the Ignore Tasks Starting After date, and you have a task that starts on 8/14/11. The task is excluded from the schedule.

    Resource Constraints

    Specifies if you want Autoschedule to consider resource availability when scheduling the project.

    Default: Selected

    Note: If you clear the check box, Autoschedule treats resources as if they have unlimited availability. Each task is scheduled against the total availability for the resource. But not against the remaining availability for the resource which takes other task assignments into consideration. This results in the shortest possible schedule, but it can also cause over-commitment of resources.

    Schedule from Finish Date

    Specifies if you want Autoschedule to perform a backwards schedule from a defined deadline date. Use this option if the last task is required to be complete by the project finish date.

    Default: Cleared

    Note: If you schedule from the finish date, enter the finish date into the Autoschedule Date field.

    Subnets

    Specifies to autoschedule to calculate the critical path for the entire project. When the field is selected, a separate critical path is calculated for each subnet.

    Default: Cleared

    Honor Constraints on Started Tasks

    Specifies to ignore started tasks during autoscheduling. Autoschedule schedules the remaining work according to normal autoschedule logic, including any task constraints.

    Default: Cleared

    Schedule Assignments on Excluded Tasks

    Specifies autoscheduling. Accordingly, CA Technologies lets you exclude task resource assignment dates when the new dates stay within the task start and finish dates.

    Default: Cleared

    Note: This field works with the Exclude from Autoscheduling field on the task properties page.

    Start Successors on Next Day

    Specifies to autoschedule to start successor tasks with zero lag the day after the predecessor task finishes. When cleared, successor tasks start the same day as the predecessor task finishes as long as the resource has availability left.

    Default: Cleared

    Publish After Scheduling

    Specifies to publish the tentative schedule to the plan of record (POR) immediately. When selected, the tentative plan is created and immediately deleted, and the project gets unlocked.

    Default: Cleared

  5. Click Autoschedule.

More information:

About Autoschedule

How to Work With Autoschedule

About Tentative Schedules

About Tentative Schedules and Subprojects

Schedule Subnets

Publish Tentative Schedules

Autoschedule and Publish

Unlock Projects in Tentative Schedule Mode

Edit Task Properties

Create Task Dependencies