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About importing a schedule from Flow Production Tracking

You can import any project from Flow Production Tracking to Flow Generative Scheduling. You can import in one playground a single project's schedule or combine schedules from multiple projects into a single playground.

You must have the right permissions in Flow Production Tracking to access a project to import its schedule.

Note:

When you import an Flow Production Tracking schedule in Flow Generative Scheduling, you only import its data. There is no sort of live-link or continuous update. Once the data is imported, it becomes independent from Flow Production Tracking. This is means that you can experiment as much as you want with your schedule in Flow Generative Scheduling without fear of altering the schedule in Flow Production Tracking.

Requirements

To use it with Flow Generative Scheduling, your Flow Production Tracking site and projects must meet the following requirements:

  • Flow Production Tracking is cloud hosted. Local installs are not supported.
  • The Flow Production Tracking projects have Task entities.

To use Flow Generative Scheduling to its fullest, your Task entities in Flow Production Tracking should have:

  • Data in the Duration (sg_duration) field. This information is used by Flow Generative Scheduling to understand how much time a task will take.

  • Dependencies set between Tasks that are dependent on one another. This information is used by Flow Generative Scheduling to understand which tasks have "upstream" and "downstream" dependencies that impact the order in which the tasks can be scheduled.

  • An assigned Pipeline Step. Each Pipeline Step has an assigned Department. This information is used by Flow Generative Scheduling to understand the type of resources associated with each Task.

Importing a schedule from a Flow Production Tracking project

You import schedule data into a Playground. It's in this playground that you create scenarios to experiment and optimize the schedule.

To import a schedule from Flow Production Tracking, you must connect it to Flow Generative Scheduling. Check your Flow Production Tracking connection from the User Profile menu.

Settings Menu

Once connected, you can start importing project schedules by creating a playground.

  1. Click Create new playground.

  2. At the Choose data source step, select Use Flow Production Tracking data.

    Import SG Project

  3. At the Import data step, you can see what Flow Production Tracking projects you can access and import. If you want to, you can select multiple projects to import into a single Playground in Flow Generative Scheduling. Click Next.

    Import SG Project

  4. At the Configure step, you set the Playground name and description. You also set the start date for the schedule if today's date does not work for you.

    Import SG Project

Some tasks being imported from Flow Production Tracking have assigned dates

If any imported Tasks already have dates assigned Flow Production Tracking, you can either keep or ignore the assigned dates:

assigned dates

  • Keep the assigned dates for tasks that begin before...: Tasks that start before the Schedule from date keep their assigned dates and will be locked in the imported schedule. Tasks that start on or after the Schedule from date can be rescheduled when the schedule is imported, and whenever you generate a new schedule in Flow Generative Scheduling. This option is especially useful if your project is already in progress and you don't want to modify already started tasks but still want to experiment and explore downstream scheduling in Flow Generative Scheduling.

  • Ignore the assigned dates and reschedule all tasks from...: The tasks in the imported schedule are rescheduled forward from the Schedule from date.

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