Your budgets have been structured and targets set.

Now you want to schedule your budget.

There are several scheduling strategies:

• Linear scheduling
• Manual scheduling
• Manual planning with linear distribution

Linear scheduling

💡

Linear distributions are represented by cogwheel icons.

1. Go to a project, then tab Budgets > schedule.
2. Enter global planned .
🚩
It's possible that planned has already been filled in thanks to the recopy strategy, but it can still be modified.
3. Choose distribution strategy (cogwheel or hand icon)
4. Select one of the linear strategies :
• Linear working days
• Linear calendar days

The breakdown is automatically displayed in the periods.

5. Click on Register.

✅

Values will be automatically calculated for scheduling periods.

Manual scheduling

💡

Manual allocations are represented by hand-shaped icons.

1. Go to a project, then tab Budgets > schedule.
2. Enter global planned .
🚩
It's possible that planned has already been filled in thanks to the recopy strategy, but it can still be modified.
3. Choose distribution strategy (cogwheel or hand icon).
🚩
The cells below the periods are activated for entry.
4. Enter values for each period.
5. Click on Register.

✅

The values will be those you have entered in the periods. If you have partially distributed planned, an additional column will appear: "variance".

Manual planning with linear distribution

This scheduling mode is a mixture of automatic and manual scheduling .

Selecting a scheduling mode Manual - Linear allows you to initiate an automatic scheduling whose cells remain active so that you can modify the distributed values.