Save & Save As

On the Scheduling | Schedule tab, in the Schedule group: Click Save to save any outstanding changes to the current schedule. This option will only be made available when changes have been made to the current schedule since it was last loaded or saved.

When you save a schedule, all the changes you have made (to calendars, attributes, tasks, resources etc.) are committed to the schedule database.

Save As

Click Save As to save:

  • a copy of the current schedule,

  • selected tasks from the current schedule as a new schedule,

  • a Strategic schedule as an Operational schedule,

  • or a package of the database, task wireframes and configuration files for the current schedule for transfer to another project, workstation or site.

Select the type of storage in which the new schedule is to be saved:

Save As

Select Save As | Save As to save the schedule as a new schedule within the current project, or to save a Strategic schedule as an Operational schedule.

When you select this option, the form shown below will be displayed:

Name

Enter the name for the new database in which the copy of the schedule should be stored.

Schedule Type

Select the type (OPERATIONAL / STRATEGIC) of schedule to be created.

The following types of schedules can be created:

Type

Description

OPERATIONAL

Supports assignment of resources and calendars to tasks, and specification of working hours, exception dates, rates, efficiencies, calendars and productivity exceptions.

STRATEGIC

Uses optimisation techniques to best satisfy your objectives, with attributes constrained by capacity and/or grade for ranges of periods. Calendars and resources are not supported in Strategic schedules.

This is a quick way to create a new schedule. While the tasks of the new schedule will be different, you may want to use the same calendars, resources and task types.

When you create a schedule, the files used by the schedule are maintained in a subfolder of the SchedulerDataFiles folder. The subfolder is given the name of the schedule plus a _files suffix. The files in this folder should not be modified.

Database Storage

Local

Select this option to create the database for the new schedule under the “SchedulerDataFiles” sub‑folder within the current project folder.

Microsoft SQL Server

Select this option to create the database for the new schedule in an existing instance of Microsoft SQL Server.

You will then be prompted to enter the details of the connection to the instance:

SQL Server

Enter the name of the Microsoft SQL Server instance in which the new database is to be created.

Username

Enter an authorised username for the specified Microsoft SQL Server instance. This user must have sufficient access rights to create, configure and add data to the new database.

Password

Enter the password required for the authorised user to access the Microsoft SQL Server instance.

Task Filter

Optionally, apply a Task Filter to select the tasks from the current schedule that are to be saved in the new schedule.