Process Planning Phase: Durations and Dates on the Gantt
Based on user’s needs running process can be planned using task planned dates, tasks planned duration or both.
NOTE: Whether process step(s) are duration or date driven it won't affect process execution, e.g. successor step will always turn active once predecessor step is completed (excluding pending steps). Duration/Dates driven setting allows user to chose which data will be displayed within the process task information - it can be either planned duration values or planned dates.
Create the process > open flow builder > provide steps durations
Save the process and start it > navigate to process workflow bar > hover the mouse over the tasks
By default new process instance tasks are duration driven if corresponding Planned Record was not created.
a) Active step information pop-up displays Start Date and Due Date values.
b) Future steps information pop-ups display Duration values.
Open Gantt for the process instance
Click Edit > change planned start date for the one of the future steps
When one updates step duration planned start date stays unchanged; planned end date gets updated as well as successor steps start and end dates.
Once one changes planned start/end date step duration stays unchanged, so changing planned start date will automatically change planned end date and vice versa.
Clock icons next to the step names indicates duration driven tasks. Once user provides planned date(s) for the step it turns Date Driven and clock icon disappears.
NOTE: Dates and duration updates are performed based on the business hours record defined in Work Relay Setting. That means that planned start/end date can’t be set to date that is marked as weekend in the defined business hours record.
For more information on Work Relay Business Hours please refer to the following article: Work Relay Business Hours
If you need to undo your changes i.e. you need date driven step to be duration driven perform the following steps:
- Click step info area
- Change Calculation type to Duration Driven
- Click Save
- Save Gantt
Save the process > navigate to process workflow bar > hover the mouse over the step with changed planned dates and over the unchanged future step
a) Step with updated dates displays Planned Start Date and Planned End Date. Duration for the step is now hidden as step turned date driven.
b) As Gantt was saved all duration driven steps will now display Planned Duration values instead of Durations.
NOTE: If Planned Record was added before actual process instance creation than workflow progress bar would display Planned Duration for duration based steps and Planned Dates for date driven steps.
For the information on Planned Records setup please refer to the following article: Working with Dynamic Durations (Planned Records)
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