**As a** project manager
**I want to** automatically move a set of work packages to the earliest date possible
**So that** I don't have to do this manually.

#### Acceptance criteria Begin of the deletion (to be updated)End of the deletion

##### Begin of the insertionGeneralEnd of the insertion Begin of the deletion Gantt view:End of the deletion

* Begin of the insertionThere are only two scheduling modes.

* **Start as soon as possible**: Automatically sets the start date based on a predecessor, project/stage start date or children. The user can only set duration.

* **Manual**: The user can freely set the start and finish dates, but relations are ignored.

* Any time a user wants toEnd of the insertion Begin of the deletion OnlyEnd of the deletion manually Begin of the insertionchoose dates for aEnd of the insertion Begin of the deletion scheduledEnd of the deletion work Begin of the insertionpackage, they select manual scheduling.

* By default, all new workEnd of the insertion packages Begin of the insertionwillEnd of the insertion Begin of the deletion canEnd of the deletion be Begin of the insertionautomatically scheduled. If there are no predecessors, they will takeEnd of the insertion Begin of the deletion moved inEnd of the deletion the Begin of the insertionproject or stage start date.

* \[open\] Should this be an admin/project-level setting? In cases where relation-based scheduling is not used as much, "manual" by default might make more sense.


#####End of the insertion Gantt Begin of the insertionview

* You can freely move manually scheduled work packages.End of the insertion Begin of the deletion chartEnd of the deletion

* Begin of the insertionIf you try to move an automatically scheduled successor with lag, ask if user wants to:

* Change lag (reduce or extend)

* Keep relation and switch to manual

* Delete relation and switch to manual

* ForEnd of the insertion Begin of the deletion In theEnd of the deletion work Begin of the insertionpackages without any predecessors, ifEnd of the insertion Begin of the deletion package cellEnd of the deletion there is Begin of the insertionno project start date or stage start date (or if the feature has not been implemented yet), this option should be greyed out.


##### **Migration fromEnd of the insertion an Begin of the insertionearlier version**

* No dates will change automatically. All existing dates are preserved.

* For work packages with no predecessors (or with no relations at all) but with dates set, they will be switchedEnd of the insertion Begin of the deletion iconEnd of the deletion to Begin of the insertionmanual scheduling.

* When relations exist,

* If there was a gap in a predecessor/successor relationship,End of the insertion Begin of the deletion indicateEnd of the deletion the Begin of the insertionsuccessor will be set to “StartEnd of the insertion Begin of the deletion scheduling mode "StartEnd of the deletion as soon as Begin of the insertionpossible” with a lag setEnd of the insertion Begin of the deletion possible" similar to the pinEnd of the deletion for the Begin of the insertionrelation with the closest predecessor (the one that finishes latest).

* In a multi-relationship situation, earlier predecessors that do not affect the date of the successor do not have lag added.

* ManuallyEnd of the insertion Begin of the deletion manuallyEnd of the deletion scheduled work Begin of the insertionpackages remain so.End of the insertion Begin of the deletion packages.End of the deletion


##### **Date Begin of the insertionpicker**End of the insertion Begin of the deletion picker:**End of the deletion

* The date picker will be Primerised. Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the deletion _Changes to the info/warning banner are described in a separate section below._

* End of the deletion There is now an _UnderlineNav_ bar at the top:

* With three options:

* Dates Begin of the deletion (the standard date picker)End of the deletion

* Predecessors

* Successors Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the deletion _The Predecessor and Successor tabs are described in a separate section below._

* The "Working days only" check box is shorted to "Working days".

* End of the deletion There is a new Begin of the insertionsegmented controlEnd of the insertion Begin of the deletion dropdownEnd of the deletion with label "Scheduling mode" Begin of the deletion with the three options.End of the deletion

* Begin of the insertionThere is a help icon next to the label. On hover, it displays a tooltip with this text: "Manual lets you pick fixed dates freely but ignores all predecessors. As soon as possible automatically selects the earliest possible start date for this work package, which cannot be modified."

End of the insertion Begin of the deletion **Manual scheduling:**

End of the deletion * Begin of the insertionOptions: "Manual" and "Start as soon as possible"

End of the insertion Begin of the deletion Additional fields:

End of the deletion * Begin of the insertionThe "Working days only" toggle becomes a checkbox aligned to the far right edge of the same line as the segmented control.

End of the insertion Begin of the deletion None

End of the deletion * Begin of the insertionIn **Manual** mode:

End of the insertion Begin of the deletion Date selection:

End of the deletion * The dates are freely selectable, without restrictions. Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Relations don't affect the start and finish dates. Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * A manually scheduled work package can push and pull successors. Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionInEnd of the insertion **Start as soon as Begin of the insertionpossible** mode:

End of the insertion Begin of the deletion possible:**

End of the deletion * Begin of the deletion Additional fields:

* None.

* Date selection:

* End of the deletion The _Start date_ and _Finish date_ fields are read-only Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionThe "Today" links under the date fields are disabled  (but not removed so that elements in the date picker don't move when changing modes)

* End of the insertion Duration remains editable Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * The mini calendar goes into read-only mode Begin of the insertion


End of the insertion Begin of the deletion


End of the deletion ##### **Date Begin of the insertionpicker: Predecessor and Successor tabs**End of the insertion Begin of the deletion picker banners:**End of the deletion

* Begin of the insertionEach of the tabs displays the number of relations of  that type with a badge

* In each tab, all relations of that type are displayed in a box list

* The content is the same as in the "Relations" tab of the work package, but without the section header

* In the "Predecessors" tab, when there are multiple predecessors, the one setting the date of the current work package has a label that says "Main" next to the date and lag information

* \[open\] Can we come up with a better label?


##### **Date picker banners:**

End of the insertion **Manual scheduling:** Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Colour: Begin of the insertionWarning orange

End of the insertion Begin of the deletion Warning.

End of the deletion * Begin of the insertionAction: Show relations

End of the insertion Begin of the deletion Text:

End of the deletion * Begin of the insertionCase 1: Relations exist but no predecessors.

* End of the insertion **Manually scheduled. Begin of the insertionDatesEnd of the insertion Begin of the deletion Relations willEnd of the deletion not Begin of the insertionaffected by relations.**
Click on “Show relations”End of the insertion Begin of the deletion affect dates.**

Change scheduling modeEnd of the deletion for Begin of the insertionGantt overview

End of the insertion Begin of the deletion automatic scheduling.

End of the deletion * Begin of the insertionCase 2: There are predecessors but a gap of over two days with the finish date of the latest predecessor.

* **Manually scheduled. Dates not affected by relations.**
There is a gap between this and all predecessors.End of the insertion Begin of the deletion Action: Show relationsEnd of the deletion

* Begin of the insertionCase 3: There are predecessors and the current work package overlaps with at least one of them.End of the insertion Begin of the deletion **Start as soon as possible:**End of the deletion

* Begin of the insertion**Manually scheduled. Dates not affected by relations.**

Overlaps with at least one predecessor.

* End of the insertion Case Begin of the insertion4: WorkEnd of the insertion Begin of the deletion 1: The workEnd of the deletion package Begin of the insertionhas children.

* **Manually scheduled. DatesEnd of the insertion Begin of the deletion doesEnd of the deletion not Begin of the insertionaffected by relations.**

This has child work package but theirEnd of the insertion Begin of the deletion have a predecessor, theEnd of the deletion start Begin of the insertiondates are ignored.


**As soonEnd of the insertion Begin of the deletion date is the sameEnd of the deletion as Begin of the insertionpossible:**

End of the insertion Begin of the deletion the project start date.

End of the deletion * Colour: Info Begin of the insertionblue

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionAction: Show relations

End of the insertion Begin of the deletion Text:

End of the deletion * Begin of the insertionCase 1: X

* **The start date isEnd of the insertion Begin of the deletion \*\*Dates are automaticallyEnd of the deletion set by Begin of the insertiona predecessor.**

Click on “Show relations” for Gantt overview.

* Case 2: X

* **The start date is set byEnd of the insertion the project start Begin of the insertiondate.**

End of the insertion Begin of the deletion date.\*\*

End of the deletion You can modify this in your project timeline. Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionCase 3: X

End of the insertion Begin of the deletion Action: Project timeline

End of the deletion * Begin of the insertion**The start date is the stage start date.**End of the insertion Begin of the deletion Case 2: The work package has a predecessor.End of the deletion

Begin of the insertionYou can modify this in your project timeline.

End of the insertion * Begin of the insertionCase 4: X

End of the insertion Begin of the deletion Colour: Info

End of the deletion * Begin of the insertion**The startEnd of the insertion Begin of the deletion Text:

* \*\*StartEnd of the deletion date is Begin of the insertiondeterminedEnd of the insertion Begin of the deletion setEnd of the deletion by Begin of the insertionchildEnd of the insertion Begin of the deletion a predecessor.\*\*

Changes to a predecessor may move thisEnd of the deletion work Begin of the insertionpackages.**

Click on “Show relations” for Gantt overview.


End of the insertion Begin of the deletion package.

* Action: Show relations


##### **Date picker: Predecessor and Successor tabs**

* _To be defined_


End of the deletion #### Begin of the insertion

####End of the insertion Out of scope

* Begin of the deletion The ability to change the default schedule mode.

* At an admin or a project level

* End of the deletion Other scheduling modes such as "Must start on" or "Start not later than", "Start no ealier than".

* Editable lag in relations.

* This will have been addresssed by the time we work on this feature: ###22360


#### Visuals

_**Note:** Please check_ Begin of the insertion[_Figma_](https://www.figma.com/design/HrWVktq0SsGI2dqqIKQ11M/Scheduling---Lag-and-Modes?node-id=175-3641)End of the insertion Begin of the deletion [_Figma_](https://www.figma.com/design/amVGcHqRQyR8x4EsqV9H99/Date-picker?node-id=971-8743)End of the deletion _for the most recent mockups._

Begin of the insertion**Manual scheduling (but predecessors overlap):**

End of the insertion <img class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:537px;" src="/api/v3/attachments/200816/content">

**As soon as possible (start date set by predecessors):**

End of the insertion Begin of the deletion style="width:529px;" src="/api/v3/attachments/173535/content">End of the deletion <img class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:537px;" src="/api/v3/attachments/200817/content">

**Date picker Predecessors tab:**

**<imgEnd of the insertion Begin of the deletion style="width:528px;" src="/api/v3/attachments/173536/content"> <imgEnd of the deletion class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:538px;" src="/api/v3/attachments/200818/content">**

**Options when trying to move an automatically scheduled work package in the Gantt:**

**<img class="image_resized op-uc-image op-uc-image_inline" style="width:539px;" src="/api/v3/attachments/200819/content">**End of the insertion Begin of the deletion style="width:528px;" src="/api/v3/attachments/173537/content">End of the deletion