**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

##### General

* There are only two scheduling modes.

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

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

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionThis mode is also used for parents, whereEnd of the insertion Begin of the deletion **Manual**: The user can freely setEnd of the deletion the Begin of the insertionduration field is also inactive.

End of the insertion Begin of the deletion start and finish dates, but relations are ignored.

End of the deletion * Any time a user wants to manually choose dates for a work package, they select manual scheduling.

* By default, all new work packages will be manually scheduled.

* A new manually-scheduled work package will either have no dates, or take the current date (depending on existing settings).

* Every newly created work package will have no predecessor; they have to be added later.

* If it's a new child work package, it will continue behaving as it does today and by default take the parent's start date.

* For Begin of the insertionautomatic scheduling,End of the insertion Begin of the deletion as soon as possible,End of the deletion a predecessor is required. If there are no predecessors:

* the top banner will show an error informing the user that a predecessor is required

* all fields will be disabled (non-working days, save action..)

* we will display a blankslate with a primary action to add a predecessor (permissions allowing)

* If a work package was previously manually scheduled, but is then added as a Begin of the insertionfollower. Or if a predecessor is added to a manually scheduled work package:End of the insertion Begin of the deletion follower:End of the deletion

* Begin of the insertionWe will giveEnd of the insertion Begin of the deletion Depending onEnd of the deletion the Begin of the deletion situation (if there is a gap or a _negative_ gap, there might be other cases too, TBD), we should ask theEnd of the deletion user Begin of the insertiona confirmation dialog with two options (see mockups for text):End of the insertion Begin of the deletion what they would like to do. Options generally include:End of the deletion

* Begin of the insertionMaintain manual schedulingEnd of the insertion Begin of the deletion reschedule to follow immediately after the predecessorEnd of the deletion

* Begin of the insertionSwitch to automatic


End of the insertion Begin of the deletion add the relation but keep the current dates by add lag.

* The behaviour of what mode a parent takes is described in a separate feature:

* ##58418


End of the deletion **Connection to stages and gates**

* It might take some time to develop project start date and also the association for work packages to stages. This work package will be independent of that feature, described separately: ##58421


##### Gantt view

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

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionParents will continueEnd of the insertion Begin of the deletion \[open\]\[cbl\] Given a parent is in "start asap" mode, and has two children: one in "start asap" mode and one in "manual" mode, and they all have the same start date. And given this parent has a predecessor immediately before it (in manual mode).
When the predecessor is movedEnd of the deletion to Begin of the insertionbehave asEnd of the insertion Begin of the deletion the future
Then what should happen? 
the problem: the first child being in asap mode,End of the deletion it Begin of the insertiondoes today, except theyEnd of the insertion will Begin of the insertionnowEnd of the insertion be Begin of the insertionin Automatic mode.

* They "cover"End of the insertion Begin of the deletion pushed toEnd of the deletion the Begin of the insertiondate ranges ofEnd of the insertion Begin of the deletion past, butEnd of the deletion the Begin of the insertiontwo childrenEnd of the insertion Begin of the deletion second child is manual so it won't move,End of the deletion and Begin of the insertionchildren can have an indirect link to relationshipsEnd of the insertion Begin of the deletion the parent will keep the start dateEnd of the deletion of Begin of the deletion its child in manual mode. But that's inconsistent:End of the deletion the Begin of the insertionparents.

* They will be non-editable.

* TheyEnd of the insertion Begin of the deletion parent is in "start asap" mode but the predecessor did not push it. 
HowEnd of the deletion can Begin of the insertionbe switched to automatic mode.End of the insertion Begin of the deletion we handle it?End of the deletion

* If you try to move an automatically scheduled successor with lag, ask if user wants Begin of the insertionto (see mockups for text):End of the insertion Begin of the deletion to:End of the deletion

* Change lag (reduce or extend)

* Keep relation and switch to manual

* Delete relation and switch to manual

* For work packages without any predecessors, Begin of the insertionit willEnd of the insertion Begin of the deletion if there is no project start date or stage start date (or if the feature hasEnd of the deletion not Begin of the deletion been implemented yet), this option shouldEnd of the deletion be Begin of the insertionpossible to select Automatic mode.End of the insertion Begin of the deletion greyed out.End of the deletion

* Begin of the insertionClicking on "Automatic" will show a blankslate with no action spossibnle.End of the insertion Begin of the deletion \[open\] The reference to what option should be greyed out is not clear.End of the deletion

* Begin of the insertionIf the dates of a predecessor of anEnd of the insertion Begin of the deletion \[open\] What aboutEnd of the deletion automatically scheduled work Begin of the insertionpacakge are removed, the successor will go into manual mode. But we need to ask the user for confirmation:

* "This work package has at least one automatically scheduled successor. Removing the dates here will switch the successor to manualEnd of the insertion Begin of the deletion packages that don't have a predecessor. When moving them, should theirEnd of the deletion scheduling Begin of the deletion mode changeEnd of the deletion to Begin of the insertionpreserve its dates."

* If all predecessors of an automatically scheduled work package are deleted:

* The "sucessor" goes into manual mode. We will ask for user confirmation:

* "This work package hasEnd of the insertion Begin of the deletion "Manual" or should moving them not be possibleEnd of the deletion at Begin of the insertionleast one automatically scheduled successor. Deleting this work package will switch the successor to manual scheduling to preserve its dates."

* The relation is deleted

<br>


End of the insertion Begin of the deletion all?


End of the deletion ##### **Migration from an earlier version**

* Dates will **NOT** 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 switched to manual scheduling.

* Begin of the insertionWork packages &nbsp;withoutEnd of the insertion Begin of the deletion \[open\]\[cbl\] and for those withoutEnd of the deletion dates Begin of the deletion set,End of the deletion will Begin of the insertionalsoEnd of the insertion Begin of the deletion theyEnd of the deletion be switched to manual Begin of the insertionscheduling.End of the insertion Begin of the deletion scheduling as well?

* \[open\]\[cbl\] for parents having their dates defined automatically set by children, they&#39;re neither in manual or start asap mode. Do we set them to start asap anyway? Is there any better alternative?End of the deletion

* When relations exist,

* If there was a gap in a predecessor/successor relationship, the successor will be set to Begin of the insertion“Automatic&quot;End of the insertion Begin of the deletion “Start as soon as possible”End of the deletion with a lag set for the relation 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.

* Begin of the insertionIfEnd of the insertion Begin of the deletion \[open\]\[cbl\] ifEnd of the deletion the relation exists but there are no dates, Begin of the insertionthey will be switchedEnd of the insertion Begin of the deletion should the follower switchEnd of the deletion to Begin of the insertionmanual scheduling mode.End of the insertion Begin of the deletion &quot;start asap&quot; anyway? (I expect that yes)End of the deletion

* Manually scheduled work packages remain so.


##### **Date picker**

* The date picker will be Primerised.

* There is now an _UnderlineNav_ bar at the top:

* With three options:

* Dates

* Predecessors

* Successors Begin of the insertion

* ChildrenEnd of the insertion

* There is a new segmented control with label &quot;Scheduling mode&quot;

* There is a help icon next to the label. On hover, it displays a tooltip with this text: Begin of the insertion&quot;‘Manual’End of the insertion Begin of the deletion &quot;ManualEnd of the deletion lets you pick fixed dates freely but ignores all predecessors. Begin of the insertion‘Automatic’End of the insertion Begin of the deletion As soon as possible automaticallyEnd of the deletion selects the earliest possible start date for this work package, which cannot be modified.&quot;

* Options: &quot;Manual&quot; and Begin of the insertion&quot;Automatic&quot;End of the insertion Begin of the deletion &quot;Start as soon as possible&quot;End of the deletion

* The &quot;Working days only&quot; toggle becomes a checkbox aligned to the far right edge of the same line as the segmented control.

* In **Manual** mode:

* The dates are freely selectable, without restrictions.

* Relations don&#39;t affect the start and finish dates.

* A manually scheduled work package can push and pull Begin of the insertionsuccessors that are automaticallyEnd of the insertion Begin of the deletion successors.

* \[open\]\[cbl\] that&#39;s only the predecessors being in start asap mode, right? Said it another way, it can&#39;t push manuallyEnd of the deletion scheduled Begin of the insertion

End of the insertion Begin of the deletion work packages.

End of the deletion * Begin of the insertionAEnd of the insertion Begin of the deletion \[open\]\[cbl\] can aEnd of the deletion manual work package Begin of the insertioncanEnd of the insertion start before any of their Begin of the insertionpredecessorsEnd of the insertion Begin of the deletion predecessors? (I expect that yes)End of the deletion

* Begin of the insertionA manually scheduledEnd of the insertion Begin of the deletion \[open\]\[cbl\] can a manualEnd of the deletion work package Begin of the insertionwill notEnd of the insertion push a predecessor to the past when it&#39;s moved to the Begin of the insertionpastEnd of the insertion Begin of the deletion past? (I expect that no it can&#39;t)End of the deletion

* In Begin of the insertion**Automatic**End of the insertion Begin of the deletion **Start as soon as possible**End of the deletion mode:

* The _Start date_ and _Finish date_ fields are read-only

* The &quot;Today&quot; links under the date fields are disabled  (but not removed so that elements in the date picker don&#39;t move when changing modes)

* Duration remains editable

* The mini calendar goes into read-only mode


##### **Date picker: Begin of the insertionPredecessor,End of the insertion Begin of the deletion Predecessor andEnd of the deletion Successor Begin of the insertionand ChildrenEnd of the insertion tabs**

* Each 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 &quot;Relations&quot; tab of the work package, but without the section header

* In the &quot;Predecessors&quot; tab, when there are multiple predecessors, the one setting the date of the current work package has a label that says Begin of the insertion&quot;Closest&quot;End of the insertion Begin of the deletion &quot;Main&quot;End of the deletion next to the date and lag information

* Begin of the deletion \[open\] Can we come up with a better label?

* \[cbl\] I like the idea that it&#39;s the closest predecessor, so why not &quot;Closest&quot;?

* End of the deletion \[open\]\[cbl\] When two predecessors or more have the same end date, do we show &quot;Main&quot; for all of them, or for only one? If only one, how is it choosen? (must be deterministic)


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

**Manual scheduling:**

* Colour: Warning orange

* Action: Show relations

* Case 1: Relations exist but no predecessors.

* **Manually scheduled. Dates not affected by relations.**

Begin of the deletion <br>

End of the deletion Click on “Show relations” for Gantt overview

* Case 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.**

Begin of the deletion <br>

End of the deletion There is a gap between this and all predecessors.

* Case 3: There are predecessors and the current work package overlaps with at least one of them.

* **Manually scheduled. Dates not affected by relations.**

Overlaps with at least one predecessor.

* Case 4: Work package has children.

* **Manually scheduled. Dates not affected by relations.**

This has child work package but their start dates are ignored.


Begin of the insertion**Automatic:**End of the insertion Begin of the deletion **As soon as possible:**End of the deletion

* Colour: Info blue

* Action: Show relations

* Case 1: Begin of the insertionThere is a predecessor.End of the insertion Begin of the deletion XEnd of the deletion

* **The start date is set by a predecessor.**

Click on “Show relations” for Gantt overview.

* Case Begin of the insertion4: The work packageEnd of the insertion Begin of the deletion 2: X

* **The start dateEnd of the deletion is Begin of the insertiona parent.End of the insertion Begin of the deletion set by the project start date.**

You can modify this in your project timeline.

* Case 3: XEnd of the deletion

* **The Begin of the insertiondates areEnd of the insertion Begin of the deletion start date is the stage start date.**

You can modify this in your project timeline.

* Case 4: X

* **The start date isEnd of the deletion determined by child work packages.**

Click on “Show relations” for Gantt overview. Begin of the insertion

* If a work package is both a parent and has predecessors, this &quot;parent&quot; message will be displayed.End of the insertion


####

#### Out of scope

* Other scheduling modes Begin of the insertionand constraintsEnd of the insertion such as &quot;Must start on&quot; or &quot;Start not later than&quot;, &quot;Start no earlier than&quot;.

* Editable lag in Begin of the insertionrelations tab.End of the insertion Begin of the deletion relations.End of the deletion

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


#### Visuals

_**Note:** Please check_ [_Figma_](https://www.figma.com/design/HrWVktq0SsGI2dqqIKQ11M/Scheduling---Lag-and-Modes?node-id=175-3641) _for the most recent mockups._

**Manual scheduling (but predecessors overlap):**

<img class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:540px;" src="/api/v3/attachments/226779/content">End of the insertion Begin of the deletion style="width:537px;" src="/api/v3/attachments/200816/content">End of the deletion

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

<img class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:540px;" src="/api/v3/attachments/226780/content">End of the insertion Begin of the deletion style="width:537px;" src="/api/v3/attachments/200817/content">End of the deletion

**Date picker Predecessors tab:**

Begin of the insertion<imgEnd of the insertion Begin of the deletion **<imgEnd of the deletion class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:540px;" src="/api/v3/attachments/226781/content">End of the insertion Begin of the deletion style="width:538px;" src="/api/v3/attachments/200818/content">**End of the deletion

**Options when trying to move an automatically scheduled work package in Begin of the insertionGantt view:**End of the insertion Begin of the deletion the Gantt:**End of the deletion

Begin of the insertion<imgEnd of the insertion Begin of the deletion **<imgEnd of the deletion class="image_resized op-uc-image op-uc-image_inline" Begin of the insertionstyle="width:540px;" src="/api/v3/attachments/226787/content">

**Options when adding a predecessor to a manually scheduled work package in Gantt view:**

<img class="image_resized op-uc-image op-uc-image_inline" style="width:540px;" src="/api/v3/attachments/226792/content">End of the insertion Begin of the deletion style="width:539px;" src="/api/v3/attachments/200819/content">**End of the deletion