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Target Dates | LiquidPlanner Academy Support

Target Dates

Target Dates are fixed dates set on the Edit Panel Scheduling tab to guide Predictive Scheduling and show what can be accomplished within a given time frame. Target Start ensures work doesn’t start prior to a specific date and Target Finish is the deadline date in LiquidPlanner.

1

Target Dates for deadlines & long range planning #

Schedule Bar showing Remaining Work within Target Start and Target Finish

You’ll get the most out of Predictive Scheduling when you add Target Dates to your plan. While expected start and Finish dates are calculated and fluidly adapt to change, Target Dates are fixed. Schedule bars show how Remaining Work is tracking against targets.

Target Start is helpful in long range planning because it ensures that work won’t start earlier than the date you selected. It could start later, based on the status of higher priority work.

Target Finish is the deadline date in LiquidPlanner. Work can Keep Scheduling past this date, or set it to Stop Scheduling. Schedule bars turn red and alerts identify work that’s at risk in real time so you can get the schedule under control.

2

Schedule Risk & Intelligent Insights #

Risk Alerts in Date Fields

Schedule Risk is the term we use when an item is in danger of missing a Target Finish date. A red, triangular risk alert appears near the plan item name and in the date fields for that item. Clicking the icon opens the Edit Panel Scheduling tab so you can investigate.

Intelligent Insights

Intelligent Insights on the Edit Panel

Intelligent Insights on the Edit Panel Scheduling tab call out progress, risk and workload information so you can take action.

3

Set Target Dates on the Edit Panel Scheduling tab #

Target Date settings on Task and Project Edit Panels

Use the right-click menu to open the Edit Panel and go to the Scheduling tab to set Target Dates. You can also jump to this tab by clicking on a schedule bar while in one of the Priority Views.

Set Target Dates on a Task, by clicking the Target Dates button to reveal the Target Start and Target Finish fields.

When adding a Target Finish date, the option to Keep Scheduling or Stop Scheduling displays after the Target Finish date is selected.

Target Dates are optional. You can set just one or use both targets on a plan item. Date formatting is picked up from your personal profile. Targets can be set, edited or cleared via the Bulk Editor while in Portfolio View, Package View, Project and Grid Views. Learn how in the Bulk Edit & Move lesson.

4

Target Finish: Keep Scheduling and see how you’re tracking against the target #

Schedule Bar with Expected Finish dates after Target Finish

When you elect to Keep Scheduling after the Target Finish deadline, the schedule bar and finish dates show how you’re tracking against the target. Hover over the schedule bar to see the Finish Range, or click on the schedule bar and jump to the Edit Panel Scheduling tab.

Read more about managing Schedule Risk and uncertainty . . .

Expected Finish after Target Finish
Expected Finish falls after Target Finish

Expected Finish is the likely finish date, the date you’re working toward. When Expected Finish falls after Target Finish, there are several strategies you can use to resolve Schedule Risk:

Adjust or remove Schedule Limits
Assign someone who can take it on sooner
Prioritize to schedule work earlier
Add assignments and share the load
Cut scope

Target Finish within Expected to Latest Finish Range
Target Finish lands within Finish Range

Risk alerts also trigger when the Target Finish lands within the calculated Finish Range (Expected Finish to Latest Finish). The white space between Expected Finish and Latest Finish represents the uncertainty in your schedule. In this scenario, the Expected Finish date looks good, but the deadline could be in jeopardy if worst-case estimates come into play. To reduce the uncertainty:

Make sure estimates represent the most current information
Mark completed tasks and assignments done
Identify tasks with the most uncertainty and find solutions to enable more precise estimates

Target Finish and Latest Finish are the same date
Target Finish and Latest Finish are the same date
Latest Finish represents a 90% confidence ratio and as such, some teams prefer to have Target Finish deadlines line up with this date.

5

Target Finish: Stop Scheduling and see how many hours won’t finish on time #

Stop Scheduling Clipped Icon with Clipped Hours Insight

Scheduling ends on the Target Finish date when you choose to Stop Scheduling. Insights on the Edit Panel Scheduling tab display the number of hours that won’t be completed on time. A Clipped Scheduling Alert appears next to the schedule bar whenever hours are clipped from the schedule due to a Target Finish deadline set to Stop Scheduling.

6

Use Target Start for long range planning  #

Target Start and Expected Start on Schedule Bar

Setting a Target Start date on a plan item ensures it won’t start earlier than a specific date. It could start later, based on the status of higher priority work. When that’s the case, a light gray bar illustrates the gap between Target Start and the Expected Start date calculated by Predictive Scheduling. To begin work closer to the Target Start, change the schedule priority or assign work to people who can take it on sooner.

Read more to learn about overriding the container’s Target Start for Tasks that should begin earlier . . .

Use ASAP to override Target Start for the container

ASAP Task schedules ahead of Container Target Start

Sometimes it’s advantageous to override the Target Start on a Package, Project or Sub-Folder and work on some tasks earlier. You can achieve this with ASAP Scheduling by prioritizing a Task to schedule ahead of the container’s Target Start date. When a container’s Target Start is overridden, the schedule bar color changes to mark the difference between the task’s ASAP Scheduling start and the container’s Target Start.

7

Predictive Scheduling fills in lower priority work #

Lower priority work interrupts higher priority

When an item that is higher in priority has a Target Start pushing it out into the future, Predictive Scheduling fills in lower priority work until the Target Start date arrives. At that point lower priority work is interrupted and scheduled to resume after higher priority work is finished.

8

Inherited Target Dates  #

Inherited target dates

When Targets are applied to a Project, Sub-Folder or Package, everything inside the container inherits those dates. Schedule bars turn red and Risk Alerts display for anything expected to finish after the Target Finish deadline.

Read more about Inherited Target Finish. . .

 Inherited Target Finish dates

The Inherited Target Finish deadline displays on the Edit Panel Scheduling tab for all the plan items in the container as long as they don’t have earlier Target Finish deadlines of their own. For example, a Task with a Target Finish could be in a Project that also has a Target Finish deadline. When that’s the case, the earliest date is displayed on the Edit Panel Scheduling tab and Predictive Scheduling calculates schedule risk against that earlier date.

9

Clipped Scheduling Alert on a Package, Project or Sub-Folder #

Clipped alert on Container

A Clipped Scheduling Alert displays next to a container’s schedule bar when items inside the container have Stopped Scheduling due to their Target Finish date setting. Open the container to see which items are affected. For example, if the Clipped Scheduling alert displays next to a Project schedule bar, then open Project View to see the Tasks that have Target Finish deadlines set to Stop Scheduling.