Create a schedule plan

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Create a schedule plan to assign employees, spaces, and employee-space mappings for your projects.

    Vorbereitungen

    Wichtig:
    The admin must set a value for the sn_wsd_core.ALLOCATION_TYPE property to enable schedule planning.
    You can create schedule plans for projects that are assigned to you. Projects can be assigned to a user from the following fields:
    • Primary contact field of the department
    • Manager field of the cost center
    • Managed by group or Managed by field of the workplace entity

    Only one of the fields is considered for the project list based on the sn_wsd_core.ALLOCATION_TYPE property. For example, if the allocation type is Department, the project list only displays the departments that you are the primary contact for.

    Role required: sn_wsd_spcmgmt.project_owner

    Prozedur

    1. Navigate to All > Workplace Central.
      You can also open Workplace Central from the Employee Center by navigating to Workspaces > Workplace Central.
    2. Select the Schedule Planner icon (Schedule Planner icon.).
    3. On the Schedule Plans list, select Create schedule plan.
    4. On the details page, fill in the fields, then select Next.
      For a description of the field values, see Schedule Plan details form.
      A schedule plan record is created in the Draft state.
    5. On the User selection page, select the users that you want to include in the schedule plan, then select Next.
      The user selection limit is based on the value of the WSMConstants.SCHEDULE_PLAN.USER_SELECTION_LIMIT constant. The default selection limit is 1000.
      Hinweis:
      If the sn_wsd_core.ALLOCATION_TYPE property is set to Department or Cost Center, the users are displayed from the Users [sys_user] table. If the property is set to Workplace Entity, the users are displayed from the User Workplace Profile [sn_wsd_core_workplace_profile] table.
    6. On the Space selection page, select the workspaces that you want to include in the schedule plan, then select Next.
      The space selection limit is based on the value of the WSMConstants.SCHEDULE_PLAN.SPACE_SELECTION_LIMIT constant. The default selection limit is 1000.
      Hinweis:
      The spaces are displayed from the Allocation [sn_wsd_spcmgmt_location_cc_dept_map] table.
    7. After the system creates a mapping for the users and workspaces, select Validate.
      Hinweis:
      The mapping for users and spaces is generated randomly. You can modify the mapping by editing the user and workspace columns.

      Based on the selected workspaces and users, the system may prompt you to resolve warnings and errors. The schedule plan can be created with warnings. However, you must fix the errors to create the schedule plan.

      You can view the error or warning in the Validation Issues column.

      Tabelle : 1. Validation Issues
      Validation issue Issue type Description
      User Not Found Error The user field mapped to the space is empty.

      Map a user to the space to resolve the error.
      Space Not Found Error The space field mapped to the user is empty.

      Map a space to the user to resolve the error.
      User Entry Duplicated Warning The user is mapped to multiple spaces.
      Space Entry Duplicated Warning The space is mapped to multiple users.
    8. Resolve the errors and warnings, then select Create plan.

    Ergebnisse

    The schedule plan record is moved to the In Progress state. The system takes some time to assign the workspaces to the workplace profile of the users. You can view the progress in the Assignments tab.

    If a user has an existing Workplace Profile Location Assignment, the schedule plan creates a non-primary location assignment. If a user does not have a workplace profile, the system creates a workplace profile and a primary location assignment.

    After a schedule plan is published, the selected users receive an email with details about their workspace assignment and the start and end date of the schedule.