About Schedule Exceptions

Schedule exceptions are created when you:

• Select a scheduling strategy.
• Edit an existing 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:

• FinancialForce 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.

Schedule Exception Example

An assignment has:

• A Start Date of July 1, 2019
• An End Date of September 29, 2019
• Scheduled Hours of 520
• A Schedule Strategy of Calculate End Date, Ignore Availability
• A Schedule Pattern of 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.