The automatic scheduling functionality automates the process of allocating work orders to the various trades available in a scheduling event. The scheduling process allocates work according to priority, and continues to allocate work until all planned work orders have been allocated, or until the scheduling event trades have reached their specified upper capacity bounds. It starts by allocating work orders with the highest priority, and works its way through to the work orders with the lowest priority. This ensures that the highest priority work is allocated first.
For each work order, automatic scheduling looks at the included work task labour items' trades to determine whether they can be allocated to trades in the scheduling event. A work task labour item will only be allocated to the scheduling event if:
NOTE: If the work task labour item is linked to a virtual trade, automatic scheduling will attempt to allocate it to the related trade with the highest priority. If that trade is not available in the scheduling event, or it does not have sufficient capacity, automatic scheduling will attempt to add it the related trade with the next highest priority. It will continue this process until either the work task labour item is allocated, or it exhausts the related trades.
If all work task labour items can be allocated, the work order is added to the scheduling event. If a specific work task labour item cannot be allocated to a trade in the scheduling event, the entire work order is bypassed.
Once the automatic scheduling process has completed, you still have the ability to manually modify the scheduling event by adding or removing work orders.