Work Plan Dates and Workday Lock

When it comes to scheduling work plan dates, flexibility and precision are key. You have the power to make your dates dependent on specific phases or work categories, aligning your timeline with project milestones. Whether you prefer a weekly breakdown, the inclusion of weekends, or a structured workday approach, the choice is yours.

1. To schedule the Work Plan dates, click the date range. A calendar will show, select your start and end dates for the Work Plan here.

   

2. You also have options to plan by days or weeks. If plan by weeks is selected, the whole week will be automatically selected when you click any day of the week.

   The Work Plan can be scheduled on weekends or days with 0-hour capacity by selecting the "Working Weekends" checkbox.

   Similarly, the Work Plan can be scheduled on PTO days or holidays by selecting the "Working Holidays" checkbox.

   

   The "Working Holidays" option will be displayed when the initially opened Work Plan already has "Include Holidays" set to true, if the initial Work Plan start date is a holiday for daily planning, or if the initial Work Plan week consists entirely of holidays for weekly planning.
   

Work Plan Dependency

To simplify work planning, a date dependency can be set on the Work Plan, ensuring it aligns with the Phase or Work Category schedule.

Date dependencies can be established either during the creation of the Work Plan or later when modifying the Work Plan.

1. Click +Add on the calendar

   

2. Select the dependency option

   If Phase Start is selected, you need to select an end date for the Work Plan.

   If Phase End is selected, you need to select a start date for the Work Plan.

   If Phase Start & End is selected, the Work Plan will have the same start and end date as the Phase..

   

3. The date that is dependent on the Phase will display a dependency icon. Click Done on the calendar to finalize your change.

   When the Phase dates change, the Work Plan dates will be updated accordingly.

   

4. Click the "Create" button to create the Work Plan Modal with the date dependency. If modifying an existing Work Plan, be sure to click Done on the Work Plan Modal to save changes.

   The dependency handle will appear on the Work Plan bar at the start, end, or both, depending on the selected dependency.

   

   It will also show on 75% view

   

Workdays Lock

You can also lock the number of workdays to prevent the date change when work plan hours change.

This is separate from the Hours lock, you can have one hour lock and workdays lock at the same time.

The workday count will exclude Time Off days or holidays. On weekly planning work plans the count only reduced if there are more than 5 days of Time Off days or holidays.