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Which date fields to use for accurate scheduling and resource load?

How does the use of date fields affect baseline vs actual reporting, which fields are to be used for due date prediction, resource load etc that will still provide accurate data in the resource load view (in my tests only start date seems to affect the resource load view, while actual start date has no effect)?

Tom Borowik Answered

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Tom,

You are correct. Actual Start Date does not have a bearing on Resource Load. It is based on Start and Due dates as well as overall Duration and Work. This is broken up by days throughout the duration of the task based on the resource availability (unit%). As an example, 100% (unit%) for a one day task. The resource would be available for 8h of work per day assuming that their calendar is specified for 8h of working hours per day (some are configured differently but the default is 8h).

Boris Krutiy
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Thanks Boris,

I'm guessing re-scheduling should occur by adjusting the Work or Duration field to account for extra time needed or hard-setting a due date then?

My other question is when setting start dates and not using actual how do you obtain a baseline vs actual view. Are there other fields that are intended to be used to obtain this data when also using Start Date and the resource load tool?

Tom Borowik 0 votes
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That is correct Tom--by changing the schedule, work or duration it will reschedule the work and update the resource load. Changing the start/due dates does not impact the baselined start/due date fields (other than the baseline variances, which is the difference between what was baselined and what the most current dates are). You will always have the baselined dates so you can compare your current schedule with what was originally planned. As a best practice, we recommend baselining before you officially start working on the project.

Josh Santos 0 votes
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