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      How to use automated scheduling in Beeye?

      Automated Scheduling

      Beeye's automated scheduling is a powerful tool designed to optimize resource allocation within your organization and save time. Here's how you can use it effectively:

      Access Prerequisites: To access the automated scheduling feature, you must have Planning > View, Edit, Create, Delete, Automated scheduling access right. Once it is granted, the Schedule and its magic wand button becomes visible in the user interface.

      Using Automated Scheduling: Automated scheduling can be used from different Beeye pages to schedule or reschedule either a specific project, a set of projects, an individual task, or a group of tasks. Here's where to find the Schedule button:
      1. Projects Page: To launch automated scheduling for one or more projects. Typically used during Beeye's implementation phase or for annual planning.
      2. Tasks Page: To launch automated scheduling for one or more tasks.
      3. Planning Page: To resolve a scheduling conflict and find another alternative.
      4. Task Right Side Panel: To quickly schedule a task.
      5. Task Section of the Project Page: To build a project's budget and schedule it.
      6. Project Roll Forward Panel: To roll projects forward for the next year, including future planning based on the previous project.

      Objective of Automated Scheduling: The main goal is to simplify the scheduling process by automatically finding the best time to allocate the required time budget to the right person, considering their availability and project constraints.

      Automated scheduling takes into account several factors such as resource availability, their skills, and specific task requirements to propose an optimized allocation. This helps balance the workload within the team, reduce scheduling conflicts, and maximize overall efficiency.

       

      Important Information

      For a task to be eligible for automated scheduling, it must have a due date and a set number of hours budgeted.

       

      Caution

      When you launch automated scheduling for a task or a set of tasks, it's important to note that any pre-existing scheduling for these tasks will be removed to allow the tool to propose a new optimal allocation.