Project resource scheduling performance

Important

Functionality noted in this article is available to targeted users as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see One version service updates FAQ.

Performance issues related to resource scheduling can occur when the number of projects reaches into the thousands. To improve resource scheduling performance, a feature is available that allows users to reduce the time that it takes to launch the resource availability page. Specifically, 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 have been made in this release to let the feature be enabled and not block previous behavior. It's suggested that if you see the warning message telling you to run the Populate project resources across all companies batch job, that you do so and complete the update to finish enabling the feature.

Important

If there is a dependency on either the resource capacity roll-up synchronization process or the ResProjectResource table, don't use this feature.

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.

3. Refresh your browser, and then go to Project management and accounting > Periodic > Project resources > Synchronize resource calendars capacity across all companies.
4. Set Remove existing capacity records to Yes to remove previous data. If you want to generate incremental data, set it to No.
5. 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.
6. If you leave the Period code field blank, select specific start and end dates to generate data.
7. Select OK.

This batch job is used to populate resources associated calendars' capacity hours. When you run this batch job, a start and end date is required. As time progresses and you need to schedule beyond the batch job end date, then the batch job needs to be run again and set the end date to the next appropriate date. If you have made any changes to the calendar time, such as adding a holiday or modifying the working hours for a specific date, you need to run the batch job again to reflect those changes.

Note

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

8. Go to Project management and accounting > Periodic > Project resources > Populate project resources across all companies and then select OK. This is the one-time data upgrade script for general data in the ResProjectResource, ResCalendarDateTimeRange, and ResEffectiveDateTimeRange tables. Values for the PSAPRojSchedRole.RootActivity field are also updated. If this isn't run, you'll receive a warning when you try to run resource scheduling operations.

Turn off resource scheduling performance enhancement

It's recommended you don't turn off this feature. If a critical issue is found, 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 will distribute general data to the ResRollup table across all companies in your environment, so the batch job only needs to be run in one legal entity. This batch job is needed for all Resource Availability views. If this batch job isn't run, the ResRollup data will be generated on the fly, which can take time.