How to use auto-scheduling
Last updated: 7 May 2026
What this does
Automatically calculate expected task dates based on durations, dependencies, and milestone targets. Auto-scheduling saves you from manually adjusting every task date when the plan changes.
Current access and functionality
- Verified against the current
impact-web,impact-client, andimpact-marketplacecode on 2026-05-07. - In
impact-web, users must be signed in and working in an active workspace. Navigation and write actions are role-, permission-, and entitlement-aware; unavailable modules are hidden or disabled instead of being universally visible. - Auto-scheduling is available from project planning surfaces in web and depends on project/task scheduling data and the user being allowed to manage the project.
- Project creation and management are available to company admins, owners, project coordinators, and project managers according to the permission matrix. Project members may only see assigned or permitted project content.
- Task access is scoped by workspace, project, team, and assignment. Users can act on tasks they are assigned to or permitted to manage; project managers and team leaders have broader controls for their areas.
Before you start
- You must have a project with tasks that have durations set (action, verify, and/or accept durations).
- Task dependencies (prerequisites) should be defined for best results.
- You must be the project manager.
Steps
- Open the project.
- Ensure your tasks have:
- Durations set for each workflow stage (Action, Verify, Accept).
- Prerequisites defined where tasks depend on others completing first.
- Milestone links if tasks must complete before a milestone target date.
- Click Auto-Schedule (found in the project toolbar or scheduling section).
- IMPACT calculates Expected Start and Expected End dates for each task based on:
- Task durations.
- Dependency chains — a task cannot start until its prerequisites are complete.
- Milestone target dates — tasks linked to a milestone are scheduled to finish before the target.
- Review the proposed schedule. Expected dates are shown alongside baseline dates so you can see variances.
- Confirm to apply the schedule.
Tips
- Set baseline dates first, then use auto-scheduling to generate expected dates. This lets you compare planned vs expected timelines.
- If a task has no prerequisites, it will be scheduled to start as early as possible.
- Run auto-scheduling again whenever you add new tasks, change durations, or modify dependencies — it recalculates the entire schedule.
- Use the burndown chart after scheduling to visualise whether the project is on track.
- You can manually override expected dates for specific tasks after auto-scheduling. These manual overrides are preserved unless you re-run auto-scheduling.
Common issues
- Issue: Auto-scheduling produces unexpected dates — Fix: Check the dependency chain. A single long-duration task in the critical path can push everything back. Also verify that durations are set in the correct unit (days vs hours).
- Issue: Tasks are scheduled past the milestone target date — Fix: The total duration of tasks in the dependency chain exceeds the time available before the milestone. Either reduce durations, add resources (parallelise tasks), or move the milestone date.
- Issue: Some tasks are not affected by auto-scheduling — Fix: Tasks without durations or prerequisites may not be rescheduled. Ensure all relevant tasks have durations set.