Auto-Schedule and Dependencies

Auto-Schedule is used to automatically assign a date to an Activity based on the date of another Activity. It helps fill in your Calendar and can help keep Activities from falling through the cracks and not getting assigned. 
The start time is assigned based on your work hours. See Related Articles below for setting your Work Days, Work Hours and Scheduling Hours. Auto-Schedule depends on how you've set up a Dependency for an Activity. The time falls into one of three slots.
  • If the dependency is set to some number of days after another activity, it'll show up in the first available work hour.
  • If it's set to some number of days before another activity, it'll be in the last available work hour.
  • If it's set to start directly after another activity, it shows up immediately afterward.

If your Work Hours are set from 8:00 AM to 5:00 PM, an Activity Auto-Scheduled for 1 day after would be scheduled at 8:00 AM. The first time slot in the morning.

An Activity Auto-Scheduled for 1 day before with a duration of 30 minutes would be scheduled at 4:30 PM. If the duration is 60 minutes, the activity would be scheduled at 4:00 PM. 

If the duration is blank, Auto-Schedule schedules it for 30 minutes.

  1. Go to Settings > Job > Activity Types.
  2. Click on the name of the Activity. Change the Status to Auto-Schedule.

  3. You can also set a Duration and Assigned To. Click Save.
  4. From the top of the page, click on the +Dependency button.

  5. Select the Activity that you want to apply a Dependency to from the drop-down list.
    You will be prompted to select criteria to use for the Dependency.
    Deselect " Also apply reverse dependency" to prevent the dependency rule from working in both directions.
    Select " Ignore for Auto-Schedule" to receive a warning when a dependency rule is violated but does not have a date automatically assigned.

  6. Click Save.Create Dependency and Select Criteria

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