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Project resource scheduling performance

Performance problems related to resource scheduling can happen when the number of projects reaches into the thousands. To improve resource scheduling performance, a feature is available that reduces the time it takes to launch the resource availability page. This feature removes the resource capacity roll-up synchronization process and uses the ResProjectResource table to speed up the resource lookup. The ResRollup table is no longer used.

This feature is enabled by default in release 10.0.36 or later. Changes in this release let you enable the feature without blocking previous behavior. If you see the warning message that tells you to run the Populate project resources across all companies batch job, run the batch job and complete the update to finish enabling the feature.

Important

Don't use this feature if there's a dependency on either the resource capacity roll-up synchronization process or the ResProjectResource table.

Enable resource scheduling performance enhancement

To enable resource scheduling performance enhancement, complete the following steps.

  1. Go to Feature management > All, and in the feature list, locate Enable project resource scheduling performance enhancement feature.
  2. Select Enable now.

Note

If you can't find the feature in the list, select Check for updates to refresh the list.

  1. Refresh your browser, and then go to Project management and accounting > Periodic > Project resources > Synchronize resource calendars capacity across all companies.
  2. Set Remove existing capacity records to Yes to remove previous data. To generate incremental data, set it to No.
  3. In the Period code field, select the period in which data should be generated. If you select a period code, you don't need to define the start and end date.
  4. If you leave the Period code field blank, select specific start and end dates to generate data.
  5. Select OK.

This batch job populates resources associated calendars' capacity hours. When you run this batch job, you need to provide a start and end date. As time progresses and you need to schedule beyond the batch job end date, run the batch job again and set the end date to the next appropriate date. If you make any changes to the calendar time, such as adding a holiday or modifying the working hours for a specific date, run the batch job again to reflect those changes.

Note

This process distributes general data to the ResCalendarCapacity table across all companies in your environment, so you only need to run the batch job in one legal entity. The data in this batch job is needed to calculate resource capacity through the associated calendar.

  1. Go to Project management and accounting > Periodic > Project resources > Populate project resources across all companies and then select OK. This process runs the one-time data upgrade script for general data in the ResProjectResource, ResCalendarDateTimeRange, and ResEffectiveDateTimeRange tables. It also updates values for the PSAPRojSchedRole.RootActivity field. If you don't run this process, you receive a warning when you try to run resource scheduling operations.

Turn off resource scheduling performance enhancement

Don't turn off this feature. If you find a critical problem, you can follow these steps to disable the feature.

  1. Go to Feature management > All and search for Enable project resource scheduling performance enhancement feature.
  2. Select the feature, and then select the Disable button.
  3. Refresh your browser.
  4. Go to Project management and accounting > Periodic > Capacity synchronization > Synchronize resource capacity roll-ups.
  5. On the Capacity roll-up synchronization page, set Remove existing capacity records to Yes to remove previous data. If you want to generate incremental data, set it to No.
  6. In the Period code field, select the period in which data should be generated. If you select a period code, a start and end date don't need to be defined.
  7. If you leave the Period code field blank, select specific start and end dates to generate data.
  8. Select OK.

Note

This process distributes general data to the ResRollup table across all companies in your environment, so you only need to run the batch job in one legal entity. All Resource Availability views need this batch job. If you don't run this batch job, the system generates ResRollup data on the fly, which can take time.

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