# Epic OP-3889 - Switch between automatic and manual scheduling mode

Project: OpenProject
Status: closed
URL: https://community.openproject.org/work_packages/OP-3889

## Detailed specification

### Motivation and background information

### Acceptance criteria

### Out of scope

| Attribute | Value |
| --- | --- |
| Mockups |  |

## Planning

| Attribute | Value |
| --- | --- |
| Roadmap |  |
| Date |  |
| Votes |  |
| List |  |
| Target versions | 11.0.0 |
| Sprint | 11.0.0 |
| Backlog bucket |  |
| Relevance |  |

## Subitems

| ID | Type | Subject | Status | Assignee | Target versions | Project | Priority | Spent time |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| OP-6928 | Feature | Add scheduling mode to work package in back end (Database, Contracts, API) | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-6929 | Feature | Adhere to scheduling mode when scheduling | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-6930 | Feature | Display scheduling mode in work package list | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-6931 | Feature | Display scheduling mode in work package view (full & split) | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-6932 | Feature | Show work package's children duration bar on Gantt charts | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-6934 | Feature | Add descendant's start/end date to work package representer | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-7180 | Feature | Remove "Schedule manually" attribute from work package form configuration | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-7244 | Feature | Allow setting dates of manually scheduled parent | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-7270 | Feature | Journalize scheduling mode changes | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-7362 | Feature | Fine tune the design of the new date picker for the automatic scheduling mode | closed |  | 11.0.0 | OpenProject | High |  |
| OP-7385 | Feature | Prevent losing dates when adding the first child work package to an automatically scheduled work package | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-7434 | Feature | Allow rescheduling of manually scheduled parent work package (clamps) in gantt view | closed |  | 11.0.0 | OpenProject | Medium |  |
| OP-7453 | Feature | change icons for manual scheduling mode | closed |  | 11.0.0 | OpenProject | High |  |
| OP-7477 | Feature | Hide derived(Start\|Finish)Date from work package forms | closed |  | 11.0.0 | OpenProject | Medium |  |

## Bugs and other work packages

| ID | Type | Subject | Status | Assignee | Target versions | Module |
| --- | --- | --- | --- | --- | --- | --- |
| OP-7373 | Bug | Parent's due date can be edited in automatic scheduling mode | closed |  | 11.0.0 |  |
| OP-7444 | Bug | Automatic Scheduling: parent wp start and end dates not matching derived dates | rejected |  | 11.0.0 |  |

## Details

| Attribute | Value |
| --- | --- |
| Module |  |
| Enterprise plan |  |
| Labels |  |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable | Jens Ulferts |
| Product manager |  |
| Designer |  |
| Developers |  |
| Requested by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| Work |  |

## Description

# Pain







Currently it is not possible to sketch a project plan when sub work packages are involved.







1.  When adding sub-tasks start and finish date of the parent task get lost. This is an unexpected behavior (bug).



2.  Dates of parent work packages can not be changed. The user needs to change the dates of the sub tasks.



3.  When changing the dates of the sub-tasks the parent task is updated too. In many cases this is not the intended result.







# Solution







*   Adding an icon to the list view that triggers the scheduling mode.



*   Adding a visual indication of the scheduling mode to the Gantt view



*   Adapting the scheduling logic in the backend.



*   Adding indication in the work packages details view.



*   Create business logic to switch between the modes



*   Error handling







# Opportunity Canvas







*   https://docs.google.com/document/d/1OeENquj98RmQ\_OtJoukLmPkOyApYE1GwxXW4ubbfPLU/edit#







# Visuals







*   https://drive.google.com/open?id=0BwBcevECAqdvUjhldHZ2cGg4ZFk&authuser=n.lindenthal@openproject.com&usp=drive\_fs







# Out of Scope







*   Non-working days



*   Duration