Mastering Automatic Scheduling in BigPicture for Jira: A Guide to Saving Time and Enhancing Project Management

One of the standout features of BigPicture is its automatic scheduling modes, which help teams handle complex projects by offering flexibility in timeline adjustments. In this article, we’ll explore these modes in depth to help you understand how to use them effectively to save time and reduce the hassle of planning and replanning. 

Introduction to BigPicture’s Automatic Scheduling Modes

BigPicture has recently introduced a new Auto Basic mode, which adds a layer of flexibility that many users have requested. Automatic scheduling in BigPicture refers to the system’s ability to control how task timelines are set and adjusted. The new mode bridges the gap between manual and fully automated scheduling, allowing project managers to choose how tasks interact and impact each other within the project timeline.

Automatic scheduling is particularly valuable for teams looking to maintain synchronized timelines without having to manually adjust dependent tasks constantly. Understanding the differences between the three primary scheduling modes—Auto Top-Down, Auto Bottom-Up, and Auto Basic—can help you select the right one for your project’s needs.

Overview of BigPicture Automatic Scheduling Modes

1. Auto Top-Down Mode

   This mode is ideal for projects where the timeline of the parent task dictates the start and end dates of the subtasks. In Auto Top-Down mode:

   – The start and end dates of subtasks are automatically adjusted to fall within the parent task’s timeline.

   – Subtasks cannot start earlier than or end later than the parent task’s dates.

   – Adjustments made to the parent task will cascade down, ensuring that all subtasks align with the overarching timeline.

Use Case: This mode works best when managing projects with fixed deadlines, where milestones or project phases need to be maintained within set timeframes.

2. Auto Bottom-Up Mode

   Auto Bottom-Up mode works the opposite way: the timeline for the parent task is determined by the start and end dates of its child tasks. Here:

   – Child tasks dictate the duration, start, and end dates of the parent task.

   – The parent task timeline adjusts automatically to accommodate any changes in its child tasks’ timelines.

Use Case: This mode is particularly useful in situations where a high-level project’s timeline is driven by the completion dates of smaller, detailed tasks. For example, if you’re working on a product development project where each development sprint impacts the overall launch date, this mode ensures that high-level tasks adapt to the realities on the ground.

3. Auto Basic Mode

   Newly introduced, Auto Basic mode gives you a balance between automation and flexibility. In this mode:

   – Dependencies are still respected, but you have more control to move tasks independently.

   – Warnings appear if you move a task in a way that creates a conflict, giving you the freedom to adjust while staying aware of potential issues.

Use Case: Auto Basic mode is perfect for project managers who need flexibility. This mode allows you to move the parent task independently of its children, giving you more freedom for last-minute adjustments while still retaining automated dependency management. What is even more important, you can still feel safe cause the tool will let you know in case there is any discrepancy.

Scenario Planning in BigPicture

For project teams beginning their journey with BigPicture, **Scenario Modes** can be extremely valuable. Scenario planning allows you to simulate different project outcomes without affecting your actual schedule. Using “What-If” scenarios can help prevent rescheduling mishaps by allowing you to preview changes before making them live. This approach can be a lifesaver in complex projects where multiple dependencies and time-sensitive tasks require careful planning. 

For a full understanding of how to create and use scenarios, check out our tutorial on “What-If” scenarios to see how they can add an extra layer of confidence to your planning process.

Best Practices for Implementing Scheduling Modes in BigPicture

1. Assess Your Project’s Needs:

Select the mode that best suits the structure of your project. For rigid timelines, stick with Auto Top-Down. For projects with flexible, detail-oriented timelines, try Auto Bottom-Up. If you need a balance of automation and freedom, Auto Basic offers a middle ground.

2. Use Warnings to Prevent Conflicts:

BigPicture’s warnings are there to notify you of potential conflicts. Keeping these enabled can help you avoid unintended rescheduling that might disrupt the project flow.

3. Leverage “What-If” Scenarios for Major Changes: 

Before committing to significant adjustments, use Scenario Mode to test your changes. This approach can help you see the impact on timelines and dependencies without risking your project’s integrity.

BigPicture’s scheduling modes empower teams to handle complex project structures with ease, offering different levels of control for different project needs. Whether you’re working with a fixed project timeline or a more flexible, task-driven approach, BigPicture’s scheduling modes allow you to customize your project planning to suit your requirements. And with the new Auto Basic mode, you gain the ability to adapt timelines with greater freedom while still benefiting from BigPicture’s robust automation!