Begin of the insertion**As a** project manager
**I want to** automatically move a setEnd of the insertion Begin of the deletion This is partEnd of the deletion of Begin of the insertionwork packagesEnd of the insertion Begin of the deletion ##42388, split in smaller chunksEnd of the deletion to Begin of the deletion deliver values more often.

The scope is reduced toEnd of the deletion the Begin of the insertionearliest date possible
**So that** I don't have to do this manually.End of the insertion Begin of the deletion following:End of the deletion

Begin of the insertion#### Acceptance criteria

##### General

End of the insertion * Begin of the insertionThere are only two scheduling modes.End of the insertion Begin of the deletion As described in the parent work package:End of the deletion

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

* Begin of the insertion**Automatic:** Automatically sets the start date based on a predecessor. The user can only set duration.

* ThisEnd of the insertion Begin of the deletion AutomaticEnd of the deletion mode Begin of the insertionis also usedEnd of the insertion Begin of the deletion worksEnd of the deletion for Begin of the insertionparents, where the duration field is also inactive.

* Any time a user wants to manually choose dates for aEnd of the insertion Begin of the deletion successorEnd of the deletion work Begin of the insertionpackage, they select manual scheduling.

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

* A new manually-scheduled workEnd of the insertion package Begin of the insertionwill either have no dates, or takeEnd of the insertion Begin of the deletion and setsEnd of the deletion the Begin of the insertioncurrentEnd of the insertion date Begin of the insertion(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 behavingEnd of the insertion as Begin of the insertionit does today and by default takeEnd of the insertion Begin of the deletion soon as possible givenEnd of the deletion the Begin of the insertionparent's start date.

* For automatic scheduling, a predecessor is required. If there are noEnd of the insertion predecessors Begin of the insertionand automatic mode is selected in the date picker:

* the top banner will show an error informing the user that a predecessor is requiredEnd of the insertion

* Begin of the insertionsave action and all fields will be disabled (non-working days, dates...)

* If aEnd of the insertion Begin of the deletion Automatic mode for parentEnd of the deletion work Begin of the insertionpackage was previously manually scheduled, but is then added as a successor. Or if a predecessor is added to a manually scheduled work package:

* the scheduling mode of the successor will always change to automatic.End of the insertion Begin of the deletion packagesEnd of the deletion


Begin of the insertion**Parent/children relations**End of the insertion Begin of the deletion Not included in this scope is:End of the deletion

* Begin of the insertionParents will continue to behave as it does today, except they will now beEnd of the insertion Begin of the deletion Having tabsEnd of the deletion in Begin of the insertionAutomatic mode.

* They "cover"End of the insertion the date Begin of the insertionranges ofEnd of the insertion Begin of the deletion picker withEnd of the deletion the Begin of the insertiontwo childrenEnd of the insertion Begin of the deletion predecessors, successors,End of the deletion and children Begin of the insertioncan have an indirect link to relationships of the parents.

End of the insertion Begin of the deletion information

End of the deletion * Begin of the insertionTheir datesEnd of the insertion Begin of the deletion The tab line is not displayed at all. The automatic scheduling logicEnd of the deletion will Begin of the insertionnot be editable.

* They can be switched to manual mode.

* Adding a child to a manually-scheduledEnd of the insertion work Begin of the insertionpackage will automatically moveEnd of the insertion Begin of the deletion as expected, butEnd of the deletion the Begin of the insertionparent to automatic mode.

* If the parent previously had dates, thoseEnd of the insertion Begin of the deletion userEnd of the deletion will Begin of the insertionbe overwritten by those ofEnd of the insertion Begin of the deletion have limited relations information available fromEnd of the deletion the Begin of the insertionchildren.End of the insertion Begin of the deletion top banner only.End of the deletion

* Begin of the insertionIfEnd of the insertion Begin of the deletion AddingEnd of the deletion the Begin of the insertionchild does not yet have dates, neither will the parent. Previous dates (before being a parent) are lost, asEnd of the insertion Begin of the deletion tabsEnd of the deletion is Begin of the insertionthe case today.End of the insertion Begin of the deletion handled in ##59540.End of the deletion

* Begin of the insertionRemoving the last child ofEnd of the insertion Begin of the deletion HavingEnd of the deletion a Begin of the insertionparent will switch the now non-parentEnd of the insertion Begin of the deletion dialog when moving an automatically scheduledEnd of the deletion work package Begin of the insertionmode to manual, whilst preserving dates beforeEnd of the insertion Begin of the deletion onEnd of the deletion the Begin of the insertionremoval of the last child.End of the insertion Begin of the deletion Gantt chartEnd of the deletion

* Begin of the insertionIf neither the child nor the parent had dates, itEnd of the insertion Begin of the deletion ItEnd of the deletion will Begin of the insertionsimplyEnd of the insertion be Begin of the insertionswitched to manual mode without any dates.

* A dialog will be added in feature #59542 to give more options.


##### Gantt view

* You can freely move manually scheduled work packages.

* It'sEnd of the insertion impossible to move an automatically scheduled Begin of the insertionsuccessor

* A dialog will be added in feature #59541 to give more options.

* ForEnd of the insertion work Begin of the insertionpackages without any predecessors, it will not be possible to select Automatic mode.

* ClickingEnd of the insertion Begin of the deletion packageEnd of the deletion on Begin of the insertion"Automatic" will show a blankslate with no actions possible.

* IfEnd of the insertion the Begin of the insertiondates of a predecessor of an automatically scheduled work package are removed,End of the insertion Begin of the deletion Gantt chart. To move it,End of the deletion the Begin of the insertionsuccessor will go into manual mode. But we need to ask theEnd of the insertion user Begin of the insertionfor confirmation:

* "This work packageEnd of the insertion has Begin of the insertionat least one automatically scheduled successor. RemovingEnd of the insertion Begin of the deletion to changeEnd of the deletion the Begin of the insertiondates here will switch the successor to manualEnd of the insertion scheduling Begin of the deletion modeEnd of the deletion to Begin of the insertionpreserve its dates."End of the insertion Begin of the deletion manual, or change the lag of the relation.End of the deletion

* Begin of the insertionTODO: move thisEnd of the insertion Begin of the deletion Adding a dialogEnd of the deletion to Begin of the insertiona new chunk 5

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

* The "successor" goes into manual mode. We willEnd of the insertion ask Begin of the insertionforEnd of the insertion Begin of the deletion if theEnd of the deletion user Begin of the insertionconfirmation:

* "This work package has at least one automatically scheduled successor. Deleting this work package will switch the successorEnd of the insertion Begin of the deletion wantsEnd of the deletion to Begin of the insertionmanual scheduling to preserve its dates."

* TODO: move this to a new chunk 5

* The relation is deleted


##### **Migration from an earlier version**

* Dates will **NOT**End of the insertion change Begin of the insertionautomatically. All existing dates are preserved.

* For work packages with no predecessors (or with no relations at all), they will be switchedEnd of the insertion to manual Begin of the insertionscheduling.

* These work packages are switched to manualEnd of the insertion scheduling Begin of the insertionregardless of having datesEnd of the insertion or Begin of the insertionnot.End of the insertion Begin of the deletion change lag is handled in ##59541.End of the deletion

* Begin of the insertionWhen relations exist,

* If there wasEnd of the insertion Begin of the deletion HavingEnd of the deletion a Begin of the insertiongap inEnd of the insertion Begin of the deletion dialog when makingEnd of the deletion a Begin of the insertionpredecessor/successor relationship, the successor will be set to “Automatic" with a lag set for theEnd of the insertion Begin of the deletion follows/precedesEnd of the deletion relation with Begin of the insertionthe closest predecessor (the one that finishes latest).

* InEnd of the insertion a Begin of the insertionmulti-relationship situation, earlier predecessors that do not affectEnd of the insertion Begin of the deletion manual work package beingEnd of the deletion the Begin of the insertiondate of theEnd of the insertion successor Begin of the insertiondo not have lag added.

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionIf the relation exists but there are no dates, they will be switched to manualEnd of the insertion Begin of the deletion TheEnd of the deletion scheduling Begin of the insertionmode.

* If the relationship is parent-child, there are no changes to dates; the parent remains in automaticEnd of the insertion mode Begin of the insertion(as isEnd of the insertion Begin of the deletion ofEnd of the deletion the Begin of the insertioncase now) and the children follow the rules above.

* Manually scheduled work packages remain so.


##### **Date picker**

* The date pickerEnd of the insertion Begin of the deletion successorEnd of the deletion will Begin of the insertionbe Primerised.

* There is a new segmented control with label "Scheduling mode"

* There is a help icon nextEnd of the insertion Begin of the deletion always changeEnd of the deletion to Begin of the insertionthe label. On hover, it displays a tooltip with this text: "‘Manual’ lets you pick fixed dates freely but ignores all predecessors. ‘Automatic’ selects the earliest possible start date for this work package, which cannot be modified."End of the insertion Begin of the deletion automatic.End of the deletion

* Begin of the insertionOptions: "Manual" and "Automatic"

* The "Working days only" toggle becomesEnd of the insertion Begin of the deletion AddingEnd of the deletion a Begin of the insertioncheckbox alignedEnd of the insertion Begin of the deletion dialogEnd of the deletion to Begin of the deletion ask ifEnd of the deletion the Begin of the insertionfar right edge of the same line as the segmented control.

* In **Manual** mode:

* The dates are freely selectable, without restrictions.

* Relations don't affect the start and finish dates.

* A manually scheduled work package can push and pull successors that are automatically scheduled

* AEnd of the insertion Begin of the deletion user wants to keepEnd of the deletion manual Begin of the insertionwork package can start before any of their predecessors

* A manually scheduled work package will not push a predecessorEnd of the insertion Begin of the deletion scheduling or switchEnd of the deletion to Begin of the insertionthe past when it's moved to the past

* In **Automatic** mode:

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

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

* Duration remains editable (unless it's a parent)

* The mini calendar goes into read-only mode


##### **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.**

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.**

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.


**Automatic:**

* Colour: Info blue

* Action: Show relations

* Case 1: There is a predecessor.

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

Click on “Show relations” for Gantt overview.

* Case 4: The work package is a parent.

* **The dates are determined by child work packages.**

Click on “Show relations” for Gantt overview.

* If a work package is both a parent and has predecessors, this "parent" messageEnd of the insertion Begin of the deletion automatic schedulingEnd of the deletion will be Begin of the insertiondisplayed.


#### 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" style="width:540px;" src="/api/v3/attachments/226779/content">

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

<img class="image_resized op-uc-image op-uc-image_inline" style="width:540px;" src="/api/v3/attachments/226780/content">

<br>End of the insertion Begin of the deletion handled in ##59542.End of the deletion