This function is available in both the Work Week Assignment (WWA) and Work Week Scheduling (WWS) screens.
The Slide Schedule function allows users to move scheduled work forward or backward. In the WWS, you can Slide Schedule by both day and week, while the WWA supports sliding by week only.
Exceptions to the Slide Schedule function:
- If the slide would move work into T-0: The Tasks will not slide.
- If the Work Order is a PM Forecast:
- If the Order is “PM Forecast Locked”: The Task will not slide.
- If the Order is not Locked: PM Forecast to be slid is Sequence checked to be sure it does not violate a previous or subsequent Forecast Task.
- If the Work Center is configured in the Administration screen under Control Values > Slide Config to use Start No Earlier and Finish No Later fields: The Task will not slide if the slide date falls outside of this range.
Accessing Slide Schedule
- Right-click on a scheduled work order, then select:
- Slide Schedule by Work Week or Slide Schedule by Day (WWS), or
- Slide Schedule (by work week) (WWA).
- Fill out the fields in the Slide Schedule dialogue box:
Slide Schedule by Work Week
How far to slide?
- Number of Weeks to Slide: Select the number of weeks you want to move forward or backward using the green arrows.
Date Range of slide
- Slide Selected Week: Slides only the week you selected on right-click to open the Slide Schedule dialog box.
- Slide Multiple Weeks: Select multiple weeks.
- Range Window: Select a range of weeks to slide.
- From Selected Week to the Future: Slides all scheduled work from the selected week onward.
What to Slide
- Slide All Tasks in Range: Slides all tasks within the date range defined above.
- Slide Selected Tasks in a Range: Slides only the tasks you selected within the defined range.
- Note: Tasks must be selected prior to opening the Slide Schedule dialog box. Hold Ctrl (Cmd on Mac) to select multiple tasks, or Shift to select a range.
- Slide All but Selected Tasks in Range: Slides all tasks except those you selected.
- Slide Criteria: Use the dropdown menus to define criteria for which tasks will be slid.
Cascade slide
Determines whether the slide will cascade. When enabled, if a slid task lands on another scheduled instance of that task, that instance will also be slid.
- No Limit: Allows the cascade to continue across all applicable weeks.
- Date Limit: Stop the cascade at the selected week.
Slide Schedule by Day (WWS only)
All options are the same as Slide Schedule by Work Week unless noted below.
How far to slide?
- Number of Days to Slide: Select the number of days you want to move forward or backward using the green arrows.
Date Range of slide
Date range options are the same as Slide Schedule by Work Week, except:
- Slide Selected Week: Slides a range of days within the selected work week.
Skip Days
- Exclude specific days from the slide.
- For example, if Saturday and Sunday are selected, the slide will skip those days and continue on the next available day (e.g., Monday).
Previewing Changes
- Select the Preview checkbox (optional), then click OK.
- If selected, the preview opens.
- The affected tasks are highlighted in red.
- Review the changes and select Accept Changes or Reject Changes.
Excluding Tasks from Slide Schedule
- Right-click a work order(s) and select Set Slide Schedule Pin to pin the job so it is not affected by slide schedule functions.
- Select Clear Slide Schedule Pins to clear the selected work order(s) from the pin.