Managing scheduled items

DMF 2501** PROJECT SCHEDULE VIEW *

Project enables the planner to specify scheduled items (in a calendar) in order to have a global view of tasks scheduled on each project, and check employees' workload. When planning a specific project, the scheduled item indicates the time that the employee allocated to the schedule will need to perform the said task.

The planner can undertake all necessary actions from the Project portal: create new scheduled items or create items from tasks to be scheduled, modify in few clicks all information related to those items in case of any changes, export schedules or edit them in a different format, or delete some items.

The planner can manage each scheduled item individually, or select several items to schedule group actions.

Each scheduled item is displayed as a block in the Project's calendar. Scheduled items displayed are based on the selected view and timelines, but mostly on the search criteria specified and the display options.

Reference

For more information about the calendar, refer to Displaying schedules in Project.

A scheduled item can be created:

Notes

When creating a scheduled item, the time slots are retrieved from the employee's standard week. If the schedule is created on a day that is not worked in the standard week, the time slots from the following worked day will be used.

It is possible to create and validate a scheduled item for which the specified employee is not a resource linked to the project, provided that the planner has the DMF 250116 and the PLG_LNK_CLB_AFF_TACH management rule is enabled (see Other management rules linked to Project).

1 From the Project view and Employee view menus, right-click on a day in the calendar to select the line linked to the project or the employee of your choice. To create a scheduled item for a resource on the current day, right-click directly on the desired resource in the first column of the calendar.

From the Calendar menu, right-click on the desired time and day in the calendar.

2 Click on Create.

The scheduled item's creation form opens on the right side of the screen.

Tip

Click on the day of your choice and press CTRL + I to open the form.

3 From the form's list, select the task you want to associate with that schedule. Depending on how the item was created, the list displays as follows: customer(s), project(s), phase(s) and sub-phase(s).
  • If the item was created from the Project view, the list only displays the selected project, its phases and sub-phases.
  • If you create the item from the Employee view or from the Calendar menu, the list displays all the customers, projects, etc. that are available. In this case, in the search field, specify the first three letters of the name or code of the customer, project, phase or sub-phase you are looking for, to filter the results to display.

Note

The projects, phases, sub-phases and tasks available to the planner depend on the level of partitioning that was applied. If the planner is limited to one or more companies, divisions, entities, projects or customers, the available assignments will be filtered accordingly.

Information about the selected assignment is specified in the relevant fields in the creation form.

4 Fill in the required fields to create the scheduled item. Depending on how the item was created, some fields can be pre-filled (with the date or the name of the employee, for example).

Reference

For more information about the fields of a scheduled item, refer to Description of a scheduled item's form.

5 Click on Save.

The scheduled item is created and directly displayed in the calendar.

Enable the Tasks to be scheduled option — at the top right of the Project view, Employee view and Calendar menus — to display the tasks to be scheduled pane based on the selected view, timeline and filters.

This task pane displays all the tasks in progress which duration to be scheduled is greater than 0.

Reference

For more information about the tasks to be scheduled, refer to Managing tasks to be scheduled.

A task to be scheduled can be directly added to the schedule to create a new scheduled item bearing the same information as the task to be scheduled.

1 Select the task to be scheduled in the tasks to be scheduled pane.
2 Hold down left click on on the left of the task to be scheduled form the pane, then drag and drop the task to the desired spot in the calendar.

The creation form of the scheduled item opens on the right side of the screen, automatically displaying all the information specified when creating the task to be scheduled.

3 Fill in the required fields to create the scheduled item.

Reference

For more information about the fields of a scheduled item, refer to Description of a scheduled item's form.

4 Click on Save.

The scheduled item is created and directly displayed in the calendar.

A new scheduled item can be quickly created by duplicating an already existing scheduled item.

1 From the Project view, Employee view and Calendar menus, right-click on a scheduled item in the calendar, then click on Duplicate. To duplicate several items, select them and right-click on the selection, then, click on Duplicate all.
2 In the duplication window, fill in the following fields:
Field Description
Duplicate... At a specific date

Select At a specific date to duplicate the scheduled item at a specific Date.

If you have selected several items, you can choose:

  • All items on, to duplicate all the selected items on the same day, specified in the Date field.
  • First item starting on, to duplicate the first item (in chronological order) of the selection at the specified Date. The other items will be duplicated identically to the selection.

Example

You have selected 2 scheduled items, one scheduled on a Monday and the other one scheduled on a Wednesday. You duplicate these items by selecting the following options: At a specific date and First item starting on. In the Date field, you specify Tuesday the 27th. The first scheduled item will be duplicated on Tuesday the 27th and the second one on Thursday the 29th.
Duplicate... With a recurrence

Select With a recurrence if you want the duplicated scheduled item to be repeated based on a recurrence (year, quarter, month, week or day) and the number of times set up by the user.

To do so, specify the Number of repetitions and choose the type of recurrence in the drop-down list of the Type of recurrence field.

Example

You duplicate an item scheduled on October 5, 2020. You choose With a recurrence and specify 2 and Year(s) in the Number of repetitions and Type of recurrence fields, respectively. The scheduled item is therefore duplicated on October 5, 2021 and October 5, 2022.

If you have selected several items on several different days, then the range between the selected items will be kept during the duplication.
Duplicate... With a range of recurrence

Select With a range of recurrence if you want the duplicated scheduled item to be repeated based on a range of recurrence until a given date, or based on a number of repetitions set up by the user.

To do so, fill in the following fields:

  • Number of occurrences - Specify the number of occurrences.
  • Type of recurrence - Choose the type of recurrence in the drop-down list.
  • Until - Choose the end date after which the duplication has to stop.
  • Or... times - Instead of specifying an end date, you can set a number of repetitions.

Example

You duplicate an item scheduled on October 5, 2020. You select With a range of recurrence. You specify 2 as the number of occurrences and choose Day(s) as the type of recurrence, until Monday, October 26 (3 weeks later). The scheduled item is therefore duplicated every two days until Monday, October 26.

However, if instead of specifying Monday, October 26 as the date, you specify 10 in the Or... times field, the scheduled item is therefore duplicated every two days, 10 times.

If you have selected several items on several different days, then the range between the selected items will be kept during the duplication.
Item status

Select:

  • Keep status, if you want to keep the validated or not validated status of original items during the duplication.
  • Validated, to apply the validated status to all the duplicated items (Validated box checked).
  • Not validated, to apply the not validated status to all the duplicated items (Validated box not checked).
Allowed days

Define whether or not the days not worked of an employee must be taken into account by checking the Allow on Saturdays, Allow on Sundays and Allow on national holidays boxes. These boxes are only taken into account when creating the scheduled item.

The PLG_AUTORISER_LES management rule can be used to automatically check these options when creating, duplicating, dissociating or postponing a scheduled item.
Select one or more employees

Specify at least three letters of the code or name of an employee to display the list of relevant employees, then select the employee of your choice. You can add as many employees as you want. The duplicated items will be therefore allocated to the selected employee(s).
3 Click on Duplicate.

The selected scheduled items are duplicated and directly displayed in the calendar. Both the duplicated and the original items share the same information, except for the start date, the employee and the validated status.

Tip

To quickly duplicate items, use the shortcuts CTRL + C, to copy a scheduled item and CTRL + V, to paste it in the spot of your choice. If you have selected several items, then the range between those items will be kept during the duplication (taking into account working days).

A scheduled item's form contains all information needed to schedule a task in a project, manage its duration and its assignment.

Click on a scheduled item in the calendar to display its detailed form.

Tip

Click on the form's header, then drag and drop the form to move it to another position, if you want to see the tasks to be scheduled pane at the same time for example.

The form is divided into two parts:

Field Description
Employee

The employee allocated to the scheduled item.

Specify at least three letters of the code or name of an employee to display the list of relevant employees, then select the employee of your choice.

Note

The employee list contains the name of all the employees allocated to the same company as the project linked to the scheduled item, as well as multi-company employees. This list also takes into account all the restrictions applied both on the project and the task.
Start date / End date

The start date and time of the scheduled item.

If the PLG_HORODATE management rule is enabled and you are using the timestamped calendar, the End date field is also displayed. In this case, specify the scheduled item's end date and time.

If you instead schedule using a start and end time, then the actual time between the start date and time and the end date and time will be counted.
Duration

Note

If the PLG_HORODATE management rule is activated, then this field is for informational purposes only and cannot be modified.

The duration in days of the scheduled item. You can specify the duration using 2 decimals (for example, 1/4 day = 0.25).

The schedule's duration includes all the days not worked set up for the company.

Example

You create a schedule with a 4-day duration, starting on Monday. On the selected week, Wednesday happens to be a national holiday. Two schedule blocks will be added: a first block of two days (from Monday to Tuesday) and a second block of two days (from Thursday to Friday).

However, it is possible to scheduled items on the days not worked indicated in the standard week of the employee allocated to the selected schedule.

The workload is counted based on that duration.

Example

You add a 1 hour (0.14 day)-duration schedule on a day with a workload of 07:42. The remaining time to be scheduled for a one-day task would therefore stand at 0.86.
Full day

Note

This field is only displayed if the PLG_HORODATE management rule is activated.

Check the Full day option if you want the item to be scheduled in full days. In this case, you can specify the item's start and end dates but you cannot modify the time, as it is displayed for information purposes only.

In this case:

  • Check Ends at noon if you want to schedule an item that ends at noon for more than one day.
  • Check Starts on the afternoon if you want to schedule an item that starts in the early afternoon for more than one day.

Examples

You want to schedule an item on Monday 25: you schedule it from the 25th to the 25th and check Full day. The created item is scheduled for 1 day.

You want to schedule 2 days and a half, from Monday 25 to Wednesday 27: you schedule it from the 25th to the 27th and check Full day.

  • If you check Ends at noon, the item will be scheduled from Monday morning to Wednesday noon. The created item is scheduled for 2 days and a half.
  • If you check Starts on the afternoon, the item will be scheduled from Monday, in the early afternoon, to Wednesday evening. The created item is scheduled for 2 days and a half.
  • If you check both Starts on the afternoon and Ends at noon, the item will be scheduled from Monday, early in the afternoon, to Wednesday noon. In this case, the created item is scheduled for 2 days.

Items scheduled on full days are displayed in the calendar's header, in the Calendar menu.
Ends at noon and Starts on the afternoon

It is possible to define the half-day on which the schedule item must be done.

Check:

  • Ends at noon: if you want to schedule an item that ends at noon.
  • Starts on the afternoon: if you want to schedule an item that starts in the early afternoon.
Location The location of the scheduled item. It is a free-form field that is used for informational purposes only.
Online meeting

When this box is checked, the scheduled item is expected to hold online, via a video conferencing tool.

This option enables you to transfer an online meeting to an Outlook calendar using the PlanningExchange batch.

Reference

For more information about the batch PlanningExchange, refer to PlanningExchange batch.
Color Allows you to customize the displayed color of a scheduled item. The specified color will be used in priority if other customizations exist (for example depending on the employee or the project type).
Comment

A comment on the scheduled item.

This field must be filled when the PLG_COMMENTAIRE management rule is enabled.
Description

The description of the scheduled item.

This field is only available if the PLG_DESCRIPTIF management rule is enabled.
Action

The action associated with the scheduled item. Actions displayed in the drop-down list vary depending on the schedule's project.

If the selected project is linked to a single action code, then that code is automatically filled in.
Order line

The order lines associated with the schedule project.

This field is only available if the PLG_CMDCLI management rule is enabled.
Validated

When this box is checked, the scheduled item is considered as validated. When this box is left unchecked, the scheduled item is considered as non validated.

This box cannot be checked or unchecked manually. To validate a scheduled item, refer to Validating or canceling the validation of a scheduled item.
Results

When this box is checked, the scheduled item is considered as done. When the box is left unchecked, the scheduled item is considered as not done.

This box can be manually checked, or checked using the Mark as done option. For more information, refer to Marking a scheduled item as done or to be done.

Note

A schedule marked as done cannot be transferred into timesheets.
Quarter of day

Note

This field is not displayed if the PLG_HORODATE management rule is enabled.

Click on the quarter of day of your choice to automatically modify the item's start time.

Quarters of day are established based on the standard week of the employee allocated to the schedule.

Example

The employee allocated to the schedule has a standard week of 7 working hours per day, from 9:00 AM to 12:30 AM and from 1:30 PM to 5:00 PM. For a scheduled item:

  • 1st quarter = the start time will be 9:00 AM
  • 2nd quarter = the start time will be 10:45 AM
  • 3rd quarter = the start time will be 1:30 PM
  • 4th quarter = the start time will be 3:15 PM

Note

If the PLG_8EME_JRNEE management rule is enabled, then only the eight quarters of day are displayed.
Allow on Saturdays

Note

These fields are hidden if the PLG_HORODATE management rule is enabled.

This option enables you to indicate whether the days not worked of an employee must be taken into account or not, when scheduling standby duties for example.

Example

You create a scheduled item with a 10 day-duration, setting Monday, October 5 as the start date. You check Allow on Saturdays and leave the Allow on Sundays option unchecked.

The newly-created item will therefore be scheduled from Monday, October 5 to Thursday, October 15.

The PLG_AUTORISER_LES management rule can be used to automatically check these options when creating, duplicating, dissociating or postponing a scheduled item.

In a timestamped schedule, these options are automatically checked and set as default options when the Full day option is not checked.
Allow on Sundays
Allow on national holidays
Tags

Specify the first letter of the tag you are looking for to open the list of relevant tags, then click on the tag to add it to the scheduled item. Only the tags from the Schedule type are displayed in the list. You can add as many tags as necessary.

Tip

Press F2 to open the list of all the tags available for scheduled items.

To create a new tag right away:

1 In the Tags field, specify the label of the new tag and press the Tab key, or click on another field.
2 Fill in the required fields in the New tag window that displays.

Reference

For more information about tags and fields to fill, refer to Tags.

3 Click on Save.

The tag is created and automatically added to the scheduled item. Tags are also displayed as colored icons in the schedule block. More information about those tags can be found in each item's tooltip.

Tags can be modified:

  • from the form of a scheduled item, by modifying the desired tags then by clicking on Save.
  • from the calendar, by right-clicking on one or several scheduled items then by clicking on Modify tags (see Modifying the tags of a scheduled item).
Project

Displays the Customer and Assignment linked to the scheduled item.

Note

If the project is a leave project, users who do not have the DMF 250113 cannot access the project's detailed information.

Note

It is possible to schedule on a task, even if the remaining time to be scheduled is less than or equals 0.

Field Description
Label The label of the task to be scheduled.
Comment

This field is available only if the PLG_ENTETE_FICHE management rule is enabled with the Display task comment option is set to Yes (see Customizing the information displayed in a schedule block)

Comment associated with the task.

It is displayed as a tooltip when hovering over the task in the list of the Tasks to be scheduled.
Total duration

The total duration of a task, which can be different from the scheduled item's duration. This duration refers to the number of days to be scheduled in order to complete the relevant task. When the total duration is modified, the duration to be scheduled is automatically updated.

Note

The excess is not taken into account when calculating the total duration of the task.

To facilitate workload monitoring, detailed information about the duration is displayed in a 3-column table, with the following status:

  • Actual - Total of duration of completed scheduled item (Done box checked) linked to this task.
  • Scheduled - The total duration of all the scheduled items of the task.
  • To be sched. - The number of days to be scheduled after deducting scheduled and done days from the total duration. The excess is taken into account if indicated.

When the total duration is 0, the monitoring workload table is not displayed and the No estimated workload label is displayed.
Remaining tasks

Number of days remaining for the completion of the task.

This field is only displayed if a remaining task is specified for the task.
Excess

The number of days exceeded when performing the task.

This field displays only if an excess is indicated, and is included in the To be sched. field.
Start The start date of the task.
Due date The estimated date at which the task will be completed.
Employee Employee linked to the task.

Click on a scheduled item in the calendar of the Project view, Employee view and Calendar menus to display its detailed form on the right side of the screen. Make all necessary modification and click on Save to update the information.

Note

A scheduled item linked to a leave project cannot be modified.

The fields in the Task section are shaded, as you can modify them by clicking on .

Reference

For more information, refer to Modifying the tasks to be scheduled.

You can also modify some information on a scheduled item directly from its contextual menu, which can be accessed by right-clicking on the item. This contextual menu also displays when you select several items to modify a significant number of items at once.

To quickly modify the duration of a scheduled item:

  • From the Project view or Employee view menus, click on the left or right borders of the item in the calendar; hold down the cursor to zoom in / zoom out the block, and release it when the item has the desired duration.
  • From the Calendar menu, click on the top or bottom borders of the item for items schedules in the timestamped calendar. For items scheduled on full days, click on the left or right borders of the item, in the calendar's header.

Tags can be modified over one or several scheduled items, directly from the calendar:

1 From the Project view, Employee view and Calendar menus, right-click on a scheduled item in the calendar then click on Modify tags. To modify several items, select them and right-click on the selection and click on Modify tags.

The Modify tags window opens.

2 Activate the switchs corresponding to the desired actions then specify the tags to add, remove or apply:
Field Description
Tags to add

Allows you to add tags on the relevant scheduled items.

This field cannot be used simultaneously with the Tags to apply.
Tags to remove

Allows you to remove tags on the relevant scheduled items.

This field cannot be used simultaneously with the Tags to apply.
Tags to apply

Allows you to replace all the existing tags on the relevant scheduled items, by the tags specified in this field.

This field cannot be used simultaneously with the Tags to add or the Tags to remove.

Tip

To empty all the tags of the scheduled items, enable the Tags to apply switch, and leave the field empty.
3 Click on Validate.

The tags modification is applied on the relevant scheduled items.

If you want to modify a single scheduled item, click on the item in the calendar of the Project view, Employee view or Calendar menus to open its form on the right side of the screen, or right-click on this item to open its contextual menu.

From the Project view, Employee view and Calendar:

  • To select several scheduled items, select them in the calendar by pressing and holding down the CTRL key, then right-click on the selected items to open the contextual menu.
  • To select all the scheduled items from a column of the calendar, right-click on the desired column in the calendar header then click on Select all items, right-click on the selection in the calendar to open the contextual menu. The cumulative duration of the selected schedules is displayed in a banner at the bottom of the screen when you select at least two scheduled items.
  • To select all the scheduled items displayed in the calendar, press CTRL + A and right-click on the selected items in the calendar to open the contextual menu.
  • To unselect items, right-click on the selection in the calendar to open the contextual menu, then click on Unselect all.

From the Project view and Employee view menus only, if you want to select all the scheduled items linked to an employee or a project (depending on the selected view) for the displayed timeline, right-click on the resource of your choice in the first column of the calendar and click on Select all items, then right-click on the selected items to open the contextual menu. The cumulative duration of the selected schedules is displayed in a banner at the bottom of the screen when you select at least two scheduled items.

Validating one or several scheduled items means that the Validated box is checked in the item's form. This box cannot be manually checked in the form.

A scheduled item can be validated only if the employee assigned is not a resource linked to the project. However, if the planner has the DMF 250116 PROJECT SCHEDULES LINK EMPLOYEE TO PROJECT / PROJECT TASK, the employee is automatically added as a project resource when creating a scheduled item, and it is therefore possible to validate the item.

1 From the Project view, Employee view and Calendar, open the contextual menu for the item or the desired items selection.
2 Click on Validate or Validate all in case you have selected several items.

The selected scheduled items are validated.

To uncheck the Validated box, right-click on the item(s), then click on Cancel validation or Cancel validation for all in case you have selected several items.

Marking one or several scheduled items as done allows you to check the Done box in the item form.

1 From the Project view, Employee view and Calendar menus, open the contextual menu for the item or the desired items selection.
2 Click on Mark as done or Mark all as done in case you have selected several items.

The selected scheduled items are marked as done.

To uncheck the Done box, right-click on the item(s), then click on Mark as to be done or Mark all as to be done in case you have selected several items.

It is possible to reschedule one or several scheduled items from the contextual menu, or to move a scheduled item directly in the calendar.

If an item is moved to a not worked day and is not allowed on Saturdays, Sundays or national holidays, then that item will be automatically transferred to the next worked day. Similarly, if an item is scheduled for several days, it can be dissociated into several scheduled items if necessary.

Note

A scheduled item linked to a leave project cannot be rescheduled.

1 From the Project view, Employee view and Calendar menus, open the contextual menu for the item or the desired items selection.
2 Click on Reschedule or Reschedule all in case you have selected several items.
3 In the rescheduling window, fill in the following information:
Field Description
Dissociate schedule

Note

It is impossible to dissociate if you are rescheduling multiple scheduled items.

When rescheduling, a scheduled item can be dissociated to only reschedule a portion of the item's duration.

To dissociate the scheduled item, check the Dissociate schedule box then fill in the following durations (in days):

  • Days to keep - Portion of the scheduled item that will be kept on the original date.
  • Days to reschedule - Portion of the scheduled item that will be rescheduled on the date specified in the window.

By default, the Days to keep and Days to reschedule fields are each filled in with half of the duration of the original schedule.

Important

In order to dissociate, the total duration of the dissociated items must be equal to the duration of the original scheduled item.
At a specific date

Select At a specific date to reschedule the scheduled item(s) at a specific Date.

If you have selected several items, you can choose:

  • All items on, to reschedule all the selected items on the same day, specified in the Date field.
  • First item starting on, to reschedule the first item (in chronological order) of the selection at the specified Date. The other items will be rescheduled identically to the selection.

Example

You have selected 2 scheduled items, one scheduled on a Monday and the other one scheduled on a Wednesday. You reschedule these items by selecting the following options: At a specific date and First item starting on. In the Date field, you specify Tuesday the 27th. The first scheduled item will be rescheduled on Tuesday the 27th and the second one on Thursday the 29th.
With a recurrence

Select With a recurrence if you want the scheduled item to be rescheduled based on a recurrence (year, quarter, month, week or day) and the number of times set up by the user.

To do so, specify the Number of repetitions and choose the type of recurrence in the drop-down list of the Type of recurrence field.

Example

You reschedule an item scheduled on October 5, 2020. You choose With a recurrence and specify 2 and Year(s) in the Number of repetitions and Type of recurrence fields, respectively. The scheduled item is therefore rescheduled on October 5, 2021 and is also repeated on October 5, 2022.

If you have selected several items on several different days, then the range between the selected items will be kept during the rescheduling.
Items status

Select:

  • Keep status, if you want to keep the validated or not validated status of original items during the rescheduling.
  • Validated, to apply the validated status to all the rescheduled items (Validated box checked).
  • Not validated, to apply the not validated status to all the rescheduled items (Validated box not checked).
Allowed days

Define whether or not the days not worked of an employee must be taken into account by checking the Allow on Saturdays, Allow on Sundays and Allow on national holidays boxes.

The PLG_AUTORISER_LES management rule can be used to automatically check these options when creating, duplicating, dissociating or postponing a scheduled item.
4 Click on Reschedule or Reschedule all.

The selected scheduled items are rescheduled.

To move a scheduled item, click on the item in the calendar and drag it to the date of your choice:

  • From the Project View menu, an item can be moved to another period.
  • From the Employee view menu an item can be moved to another period and to another employee (if that employee is displayed in the calendar).
  • From the Calendar menu, an item can be moved to any date and time.

Note

A scheduled item linked to a leave project cannot be moved.

From the contextual menu, you can reallocate one or several scheduled items to another employee. You can also reallocate a scheduled item directly in the calendar.

1 From the Project view, Employee view and Calendar menus, open the contextual menu for the item or the desired items selection.
2 Click on Reallocate to... or Reallocate all to... in case you have selected several items.
3 Specify the name of the employee you want to reallocate to the item(s), then click on Validate.

The selected scheduled items are reallocated.

From the Employee view menu, you can reallocate an item to another employee. To do so, check if both employees are displayed in the calendar, then click on the item and move it to the employee and day of your choice.

From the contextual menu, you can reassign one or several scheduled items.

1 From the Project view, Employee view and Calendar menus, open the contextual menu for the item or the desired items selection.
2 Click on Reassign on... or Reassign all on... in case you have selected several items.
3 In the search field , specify the first three letters of the name or code of the customer, project, phase or sub-phase you are looking for, to filter the displayed results.
4 Select the relevant assignment.

The selected scheduled items are reassigned.

A scheduled item can be dissociated, meaning it can be split into several scheduled items. For example, this feature can be used to split one day of a scheduled item to plan it on other days.

1 In the calendar, right-click on a scheduled item and click on Dissociate.

A window opens and by default, suggests you dissociate the item into two.

2 Click on or to specify the number of items you want your item to be dissociated into, keeping in mind the minimum number is two.
3 Modify the duration of each item.

Important

The total duration of the dissociated items must be equal to the duration of the original scheduled item.

4 Specify the information:
Section Description
Periodicity

Set the interval at which the scheduled items will be created:

  • Specify a value in the Every field;
  • Check the desired periodicity (day(s), week(s), month(s), etc.).

Example

You dissociate an item scheduled on October 4, 2020 into 3 items. You specify 2 in the Every field and you check Month(s). When dissociating, 3 scheduled items will be created with a 2-month interval:

  • 1 scheduled item on October 4, 2020;
  • 1 scheduled item on December 4, 2020;
  • 1 scheduled item on February 4, 2021.
Items status

Select:

  • Keep status to keep the validated or non-validated status of the original item when dissociating.
  • Validated to apply the validated status to all created items (Validated box checked).
  • Non-validated to apply the non-validated status to all created items (Validated box unchecked).
Allowed days

Define whether or not the days not worked of an employee must be taken into account by checking the Allow on Saturdays, Allow on Sundays and Allow on national holidays boxes.

When a scheduled item falls on a day not allowed when dissociating, that item is automatically postponed until the next allowed day.

The PLG_AUTORISER_LES management rule can be used to automatically check these options when creating, duplicating, dissociating or postponing a scheduled item.
5 Click on Dissociate.

The scheduled item is dissociated based on the specified information. Remaining information from the original schedule is kept as is on all created items.

You can export one or several items in a .ics format which allows you to import the schedule from Project to another scheduling tool (for example Microsoft Outlook, Google Calendar, Apple calendar, etc.).

1 From the Project view, Employee view and Calendar menus, open the contextual menu for the item or the desired items selection.
2 Click on Export.

The selected scheduled items are exported in an .ics file, which is automatically downloaded from your browser.

Prerequisite: At least one Web schedule report template must be set up.

1 From the Project view, Employee view or Calendar menu, view the desired period and apply all necessary filters to display the scheduled items to print.
2 Depending on the scheduled items to print:
  • Click directly on at the top right of the screen in Project to print the displayed scheduled items.
  • Select one or more scheduled items, then click on to only print the selected items.
3 Select the printing Template in the drop-down list, then choose the printing format.

The formats available depend on the report templates set up from the Desktop Application.

4 Click on Validate.

The schedule is published and saved on your computer.

One or several scheduled items can be published in order to display the relevant schedule in the Customer Portal of the customer linked to the scheduled project.

1 From the Project view, Employee view and Calendar menus, open the contextual menu for the item or the desired items selection.
2 Click on Publish or Publish all in case you have selected several items.

The selected scheduled items are published.

To cancel publication, right-click on the item(s) and click on Cancel publication or Cancel publication for all in case you have selected several items.

Important

Deleting a scheduled item cannot be reversed.

To delete a scheduled item from the Project view, Employee view and Calendar menus:

  • In the calendar, right-click on the desired item(s), click on Delete, then confirm the deletion.
  • Click on a scheduled item in the calendar to display its form, then click on the Delete button at the bottom of the form.