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Automation (Auto-Scheduling) [DRAFT]

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Introduction

BigPicture PPM for monday.com provides a number of automation mechanisms that help you save time and keep hundreds of tasks under control and within deadlines.

You can find a list of solutions below.

A task in multiple boxes

If you make changes to a task that is in multiple boxes, changes are automatically implemented in other boxes. When each box is configured differently, the resulting task's period is 'evenly shaped' by the rules of each box. The task's position and duration on the timeline remain the same in all of the boxes.

Structure builders & Field sync in BigPicture

BigPicture PPM for monday.com updates fields automatically in monday as well once you edit a task or create a dependency. Changes to tasks can also be made by automation based on modifications to the task position in the task structure.

Scheduling rules - priorities

According to multiple rules, the auto-scheduling function aims to calculate the task's period (start and end dates). Those rules are applied simultaneously, but each has its own priority. Depending on the implemented rules, you can end up with different setups of scheduling functions for each task.

The table below lists the rules according to the following priority:

Priority

Applicable rule

Scheduling mode applied to a task

Parent-child relation

Calendar (non-working days)

Dependencies

Dependencies

Dependencies are relationships between tasks, milestones, and other items. The mechanism can simultaneously move one or more tasks linked to a task that is being moved. By defining dependencies, task dates, and other initiatives are updated automatically as a result of changes made to a project.

Find out more on this page. (dodac LINK!!!)

Scheduling mode

The scheduling mode is a task parameter in BigPicture PPM for monday.com that determines what automation mechanisms have an impact on task dates. There are four scheduling modes explained further here. (dodac LINK!!!)

Calendar (non-working days)

You can mark days in the calendar as non-working days by setting schedules or assigning a day off to an employee. BigPicture PPM for monday.com recognizes non-working days and adjusts a task period accordingly. If you plan a task or part of your task's period on a non-working day, it will be moved or extended, or shortened.

Find out more on this page.(dodac LINK!!!)

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