Scheduling from the Jobs View

Key Concepts

Once a schedule is generated, it is possible to make manual adjustments to create a schedule that completely fits your needs and preferences. Some of these manual scheduling tools can be accessed from the toolbar of the Jobs view. The available tools include: Hold, Lock, Anchor, Expedite, and Unschedule. 

Hold

If a job needs to be prevented from scheduling before a certain date or time, it is possible to put it on hold. This will push the job out in time so that it can only be started after the hold date.

In the Jobs view, a job can be put on hold by selecting them and clicking on the Hold button of the toolbar.

In addition, jobs can be put on hold by right-clicking the job and selecting "Hold" from the menu. Doing this will open the following dialog, where users can set a specific Hold-Until date and a Reason for putting the job on hold. The hold reasons can be configured in the Hold Settings

Note: On-hold work will be marked in Yellow in the Gantt. In addition, they will have their Hold status set to "true" in the Jobs view.

Lock

The lock command allows for activities to be locked to their currently scheduled resource. This feature is useful in cases where there are multiple eligible resources to perform the operation, but you want a specific resource to be used. Locking an activity will prevent it from being moved to another eligible resource during an optimize.

Locking can be performed from the Jobs view by selecting the job and clicking on the "Lock" button of the toolbar. In addition, jobs can be locked by right-clicking on the job and selecting "Lock" from the menu.

Anchor

This command allows for activities to be anchored to their currently scheduled time. During an optimization, the system will attempt to keep the activity scheduled to start as close as possible to the time it was anchored. Jobs can be anchored from the Jobs view by selecting the job and clicking on the "Anchor" button of the toolbar. In addition, jobs can be anchored by right-clicking on the job and selecting "Anchor" from the menu.

Note: Anchoring a job does not prevent it from moving to another resource during optimization. Allowing the activity to be scheduled on alternate resources improves the chance of keeping the activity schedules near the original anchor time. Locking a job will prevent it from being rescheduled on another resource, but it will increase the change of the job drifting away from its anchored time. 

Expedite

This command is used to schedule a specific job as soon as possible, pushing other jobs and activities to later times as necessary. To expedite a job from the Jobs view, click on the row selector to select the job, then click on the "Expedite" button of the toolbar. This will pull in the job to the end of the frozen span.

Note: Normally, this function preserves the Frozen Span to prevent a disruption of the schedule. However, pressing the "Shift" key while clicking on the "Expedite" button will override this and will pull in the job to start as soon as possible. 

Expediting a job will also pull in the other activities of the expedited job to make it schedule sooner. However, expediting a job may cause other jobs to be late, so this function should be used with caution.

Unschedule

It is possible that schedulers will want to pull a job from the schedule. This can be done by unscheduling the job from the Jobs view. Unscheduled jobs will no longer appear on the Gantt and will have a nonsensical scheduled start and finish dates. Once a job has been unscheduled, it can be excluded from optimization by changing the optimize options. Unscheduling a job is as easy as selecting the job and clicking the "Unschedule" button of the toolbar. Additionally, you can right-click the job and select "Unschedule" from the menu.