Schedule Exceptions Overview

Schedule exceptions are created when you:

  • Select a schedule strategy.
  • Edit an existing schedule strategy using the Edit Schedule button on an assignment.
  • Edit a schedule in the planners.

You can insert a schedule exception with the Move End Date checkbox selected:

  • PSA adjusts the end date if the scheduled hours are reduced from original scheduled hours.
  • The original scheduled hours are maintained.

PSA automatically adjusts schedule exceptions when you insert an overlapping exception from the Edit Assignment Schedule page. You can delete schedule exceptions on the Edit Assignment Schedule page.

An assignment has the following.

Start Date End Date Scheduled Hours Schedule Strategy Schedule Pattern
July 1, 2019 September 29, 2019 520 Calculate End Date, Ignore Availability 8 hours on all working days from Monday to Friday

You insert an exception from September 1–3 (Wednesday to Friday) for zero hours on all working days, with the Move End date checkbox selected:
The exception moves the end date up five days instead of three because October 2 and 3 are non-working days (Saturday and Sunday) according to the pattern.

When you modify existing assignments or create new ones in the planners, a schedule exception record is created for each week when work patterns vary every week.

Where schedule exceptions have identical hours, the planners consolidate all related schedule exceptions into one record. This consolidation reduces the total number of schedule exception records that are created.

Example: A two-year assignment is created, and the work pattern is four hours every day from Monday to Friday. When this particular assignment is loaded into the planners with multiple historic schedule exceptions, and you modify the end date, multiple schedule exceptions are deleted when you click Save. One schedule exception record is consolidated with the new start date and end date values.