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Job schedules in WorkBook can be set to ‘Active’ or ‘Inactive’ via the Tasks > Settings tab. ‘Schedule is active’ is checked by default.
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OVERVIEW
When a ‘Schedule is active’:
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Bookings are not visible to a resource in their Task list
An activation probability % can be set on inactive schedules
Inactive schedules can be viewed by probability in Scheduling > Weekly Schedule and Scheduling > Task matrix views (color coded to purple)
In the drop-down menu, brackets around the schedule name indicate that it is inactive.
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USING INACTIVE SCHEDULE FOR CAPACITY PLANNING
Create an inactive schedule
Create schedule, add phases and tasks, add resources (but don’t book hours yet).
Go to the schedule’s Settings tab > Uncheck ‘Schedule is active’ and set the Activation probability %
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Notes: o A schedule must be ‘active’ to add/edit resources on tasks but can be ‘inactive’ to book hours. o Only automatic bookings according to the schedule or task setting, i.e. ‘Even distribution of hours’ or ‘First available capacity’ can be used on inactive schedules. o Manual bookings are NOT displayed in capacity planning views in current versions. |
Capacity planning views
In Scheduling > Weekly schedule we can review total hours booked per resource on both active schedules and inactiveschedules. This view allows you to:
View booked hours, % or revenue, or available capacity against a resource by day, week or month
See the planned resource capacity for active schedules across jobs
See the planned resource weighted for inactive schedules by the activation probability %
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Colour coding within cells alerts you to capacity issues:
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