Scheduling Options - Retained Logic, Progress Override and Actual Dates explained

Problem:
Scheduling Options - Retained Logic, Progress Override and Actual Dates explained

Problem: How to schedule with actual dates after the Data Date. (Refer to the Actual Dates section below.)

Fact: Scheduling

Fix: In Project Manager/Project Management, there are three options in the Scheduling
Options dialog:
Retained Logic
Progress Override
Actual Dates
These three options control how Project Manager/Project Management calculates 'Out of
Sequence Progress'. If the project does not feature any 'Out of Sequence Progress', then
the choice of these two options will not affect the result of the schedule computation.
This document will describe the differences these options make to the schedule
computation when the project does feature 'out of sequence progress'.
You can select which option to use by going to Tools, Schedule, Advanced.
Retained Logic is the default option.


Fix:
Out of Sequence Progress
The examples in this document feature three activities, A1, which is not started, A2, which has been completed, and A3,
which is the activity due to start.
The three activities are linked Finish -> Start in the order A1 -> A2 -> A3.
The activity logic dictates that A2 should not begin until A1 has been completed, But as you can see, A2 has been
started and finished even though A1 has not been started - this is known as Out of Sequence Progress.


Fix:
Scheduling using the Retained Logic option:
When the project is scheduled using Retained Logic, the logic of the activity is retained and enforced, and so Activity A3
cannot be scheduled until activity A1 has been completed, as shown below.

Even if activity A3 has been started, the remainder of the activity will not be scheduled until all the predecessors have
been completed.


Fix:
Scheduling using the Progress Override option:
When scheduling the project using the Progress Override option, the out of sequence progress overrides the logic of the
activity, and so activity A3 is scheduled independently of the predecessor of A2. In other words, activity A1 is no longer
considered to be a predecessor of activity A3.


Fix:
Scheduling using the Actual Dates option:
When scheduling the project using the Actual Dates option, the actual dates override the logic of the activity, and so
activity A3 is scheduled to begin as soon as activity A2 is complete, even if activity A2 has an actual finish date after the
data date. In this example, A2 is a finish to start with 0 lag predecessor of A3. A3 can begin working the next available
work time after the actual finish of A2.
Notes:
The Actual Dates option is how version 3.0 scheduled out-of-sequence activities, where the
scheduler will use Actual Dates after the Data Date on both the forward and backward pass.
There is no limit on how far in the future an Actual Date can be set when using the Actual Dates
option.


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