Automation (Auto-Scheduling)

Contents:

1 Introduction
2 Constraints
- 2.1 Task in multiple boxes
- 2.2 Automation vs task status
3 Structure builders & Field sync in BigPicture
- 3.1 Scheduling rules - priorities
4 Dependencies
5 Scheduling mode
6 Calendar (non-working days)

Introduction

https://fast.wistia.com/embed/medias/jh9xxlz7ex.jsonp

BigPicture PPM for monday.com provides many 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.

Constraints

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.

Automation vs task status

Tasks in the done status are excluded from any scheduling automation.

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 (e.g. setting parent date depending on children).

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

Priority	Applicable rule
1.	Scheduling mode applied to a task
2.	Parent-child relation
3.	Calendar (non-working days)
4.	Dependencies

Examples

Examples
When a task is in manual scheduling mode, start/end dates are unaffected by dependencies and the calendar.
When a task is in auto top-down scheduling mode, start/end dates are unaffected by dependencies if dependencies were to move children of such a task outside the date range of the parent task.

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 HERE.

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 five scheduling modes explained further HERE.

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 HERE.