to view the schedule exceptions.Here is a description of the fields and buttons on the Edit Assignment Schedule page.
The sections that follow describe the fields that show the current schedule.
The information fields show the current schedule.
Key: * – Mandatory; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Assignment Name | R | Name of the assignment to which the schedule relates. | |
| Start/End Date | * | Start and end date of the schedule. | |
| Planned Hours | R | Number of hours originally planned for the assignment. This field exists on projects, assignments and milestones and is for simple planning purposes. You can set Salesforce field-level security on this field. When you create an assignment from a resource request, the requested hours data on the Resource Request is copied to the Planned Hours field on the Assignment. When you create a project from a template, the Planned Hours data is copied. | |
| Future Scheduled Hours | R | The Number of hours scheduled for this and subsequent weeks to the end of the schedule. | |
| Pattern | * | The number of hours the resource should spend on the assignment each day. | |
| Schedule | R | Schedule ID of the schedule to which the assignment relates. You can click the link to view the Schedule page. | |
| Actual Timecard Hours | R | The number of hours booked to the assignment on timecards. | |
| Scheduled Hours | R | The total number of hours scheduled for the assignment. |
The schedule exceptions fields show exceptions to the schedule pattern that have been added to the schedule. Click to view the schedule exceptions.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Name | R | ID of the schedule exception. You can click the link to view the Schedule Exception Detail. |
| Del | R | Deletes the schedule exception. |
| Start/End Date | R | The start and end date for the schedule exception. |
| Default Exception Hours Per Day | R | Default number of hours to populate the day fields with when you do not enter a specific value for an individual day. |
| Day fields | R | The hours on each day that the schedule is changed to when the exception is applied to the schedule pattern. |
The Delete All Exceptions button deletes all the schedule exceptions.
The Schedule section shows hours for each day in the schedule after schedule exceptions have been taken into account.
This section describes the fields that allow you to change all or part of a schedule. When you reschedule, one or more schedule exceptions is created from the you specify to the end of the schedule.
| Field | Description | |
|---|---|---|
| From Date | The date from which to change the schedule. | |
| Schedule Strategy | The scheduling strategy to change the schedule to. You can choose from several options:
|
|
| Number of Hours | The number of hours to adjust the schedule to. When you save the changes, the Future Scheduled Hours and Total Scheduled Hours fields are updated. |
This section describes the fields that allow you to insert exceptions into the standard schedule and set start and end dates for the exceptions.
Key: * – Mandatory
| Field | Description | |
|---|---|---|
| Start/End Date | * | The start and end dates for the schedule exception. |
| Move End Date | Indicates whether the parent schedule's end date is moved to the End Date of the new exception. If this would result in a reduction of the scheduled hours, the schedule End Date is adjusted to keep the scheduled hours constant. | |
| Auto Adjust Overlapping Exceptions | Indicates whether overlapping exceptions are to be automatically removed or truncated. | |
| Pattern Day Fields | * | The hours on each day that the schedule is changed to when the exception is applied to the schedule pattern. |
A Schedule Update section, which allows you to change schedule parameters.
| Button | Description |
|---|---|
| Update | Displays the proposed changes so you can review them before saving. |
| Save | Saves the changes, updates the schedule and the schedule exceptions. |