Define Scheduling Mode

When scheduling a task in the TPG Scheduler, the work is calculated from 3 variables: Duration, Units and Effort. This means:

Work = Duration * Units * Effort

In order to plan a task realistically, there are 3 planning modes that can be defined for a task in the TPG Scheduler. One variable is defined for each planning mode:

Fixed Duration = duration of the task remains constant.

Fixed Units = number of assigned resources remains constant.

Fixed Effort = number of working hours/days remains constant.

Define scheduling mode:

Show the Scheduling Mode column. (see Schedule - Table)

Click in the Scheduling Mode cell during the task. The drop-down menu opens.

Click on the desired scheduling mode Fixed Duration, Fixed Units or Fixed Effort.

The desired scheduling mode is defined for the task.


The default setting for the scheduling mode is Fixed Duration.

As soon as a resource is assigned to a task, the TPG Scheduler calculates an effort of 8 hours per day and resource.

If you want to use the Fixed Effort scheduling mode for a task, you must first enter the desired effort and only then assign the resource. If the resource is assigned beforehand, the effort is automatically set to 8 hours.


If a scheduling mode (e.g. Fixed Duration) is selected, the other variable (e.g. Units) is recalculated when one variable (e.g. Effort) is changed. The variables are related as follows:

EN-SchedulingMode_1

 

Example 1: Fixed Duration (5 days): Change of Effort (20 hours) leads to recalculation of Units (Assigned Resource: Developer 50%).

Example 2: Fixed Units (number of Assigned Resource): Change of Units (1 ⭢ 2) leads to recalculation of Effort (80 hours)

Example 3: Fixed Effort (56 hours): Change of Duration (10 days) leads to recalculation of Units (Assigned resource: Consultant 70%).

EN-SchedulingMode_2
EN-SchedulingMode_3

Edit variables in the Task information window:

Open the information window. (see Define dependencies between Tasks - Information window)

 The following tabs are available in the Task information window:

General: Here you can adjust the effort and duration of the task.

EN-TaskInformationWindowGeneralEffortDuration

Resources: Here you can add or remove resources and change the unit and effort of the resources.

EN-TaskInformationWindowResourcesEffortUnits

Advanced: Here you can set the scheduling mode for the task.

EN-TaskInformationWindowAdvancedSchedulingMode

Click Save.