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Resource schedules

Resource schedules

Resource management uses a default schedule named Resource Management Schedule.

The Resource Management Schedule has the following characteristics:
  • Weekly on Weekdays
  • Monday-Friday 8 A.M.-12 P.M.
  • Monday-Friday 1 P.M.-5 P.M.

Administrators can change the default schedule and define custom schedules to meet resource management needs. Any schedule specified on a user record overrides the default resource management schedule.

If necessary, the administrator can create a hierarchy of schedules. This is useful if you want users to have a primary schedule such as M-F 8-5 and a secondary schedule such as Sat-Sun 8-5.

Custom schedules for user resources

User work hours are determined by the Context field in the Schedules related list on the User form.

If there is no entry set as Resource Management in Context field, user work hours are determined by the Schedule field on the User form.

If the Schedule field is empty, the schedule specified in the Default Schedule Name property is used.

If necessary, work with your administrator to create custom schedules. An administrator can change the default schedule for any user by editing the Schedule field on the User form. For example, after creating a custom schedule, the administrator can assign it to users. Any schedule specified on a user record overrides the schedule specified in the Default Schedule Name property.

Specify the default resource management schedule

A property defines the default schedule for resource management.

Before you begin

Role required: it_pps_admin

About this task

The base system uses Resource Management Schedule. An administrator can change the default schedule at any time. Navigate to System Scheduler > Schedules > Schedules for a list of available schedules.

Procedure

  1. Navigate to System Scheduler > Schedules > Schedules.
  2. Find and remember the Name of the schedule you want to use.
  3. Navigate to Project Administration > Settings > Properties - Resource.
  4. In Default Schedule Name, enter the schedule name from step 2.