Rescheduling scheduled items

It is possible to reschedule one or multiple scheduled items from the context 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 context menu for the item or the desired selection of items.
2 Click on Reschedule, or Reschedule all if you have selected several items.

The rescheduling window opens.

3 Specify the 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.

DMF 250103 PROJECT SCHEDULE VIEW RESCHEDULE

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

if the PLG_AUTORISER_LES management rule is disabled, a scheduled item cannot be moved to Saturdays, Sundays and public holidays.

if the PLG_AUTORISER_LES management rule is enabled, a scheduled item cannot be moved to a day that is not allowed by default.