Create constraint profiles

To apply a constraint to a resource, you must first add the constraint to a constraint profile. After that constraint profile is applied to resources, the constraints that it consists of become effective during scheduling. Note: You can apply more than one constraint profile to a resource.

A constraint profile can consist of multiple constraints; typically, a constraint profile "turns on" a set of constraints that are appropriate for a particular group of resources.

For example, you can create a profile called Staff Standard Day that applies the following constraints:

  • A Maximum Hours constraint that limits each day to a total of 6 hours of activities.
  • A Resource Breaks constraint that provides a 1 hour lunch break.

You can directly add a constraint to a constraint profile. Additionally, you can choose a constraint profile to inherit constraints from. The constraints that are part of the inherited profile are also applied by the constraint profile you are working on.

Inheritance

You might use inheritance to extend a standard set of constraints. For example, you might want to apply an additional Maximum Workspans constraint for a small group of staff, in addition to the Staff Standard Day constraints. To do this, create a new constraint profile, set it to inherit from Staff Standard Day, then add the Maximum Workspans constraint directly to the new constraint profile. Then, apply this new constraint profile to the small group of staff.

Apply travel tables

You might create separate constraint profiles to apply constraints of different types. In the example above, Staff Standard Day shapes staff working time; you might create a separate Standard Travel constraint profile to apply travel tables. Then, you can use inheritance to combine these constraint profiles. For example, you can create a Standard Travel travel table constraint and add it to a Standard Travel constraint profile. Then, you can set the Staff Standard Day profile to inherit from Standard Travel.

To create a constraint profile, follow these steps:

  1. In the main EDRDM window, find the Time Constraints area.
  2. In that area, click Show in the Constraint Profiles row. EDRDM opens a list of constraint profiles.
  3. Click the plus icon below the list. EDRDM adds a row to the list and moves the text cursor to the Name box.

    A red square that indicates the position of the "plus" icon

    The "plus" icon below the item list

  4. Enter a name for the constraint profile.
  5. In the Department column, click [Select Department]. Then, in the list that is displayed, select a value (see below). In conjunction with the permissions that are specified in Authorisation Manager, the Department property can determine who is able to edit or delete this constraint profile.

    A row selected in a list that you select a single item from

    Single value selection property

  6. Click the cell In the Active Constraints column, then click the down arrow that is displayed (see 1 below). EDRDM opens the Time Constraints window. The window displays constraints that you can add to a constraint profile. The Effective column indicates which constraints are "turned on" in this constraint profile.

    A number annotated screenshot that supports instructions about creating a constriant profile

    The Time Constraints window

  7. To directly add a constraint to this constraint profile, identify the row that corresponds to the constraint. In that row, click the cell in the Relationship column, then click the down arrow (3, above) at the end of the cell. In the list that opens, click Added (4). After you click another constraint, the constraint that you added contains Yes in the Effective column (2).
  8. To select which constraint profiles this new profile inherits from, move constraint profiles from the Not Inherited By list (5) to the Profiles Inherited By list (6).. These two lists are below the list of constraints. Constraints that are inherited by the profile that you are creating contain Yes in the Inherited column (7) and Effective column (2).
  9. After you have finished creating the constraint profile, click the cross Dark cross at bottom corner (8) of the Time Constraints window.
  10. To save the new constraint profile, click Apply. Or, to save it and close the list, click OK.
  11. Note: If you have not yet clicked Apply and you do not require the new item, click Discard; the new item is deleted. Or, to discard the item and close the window, click Cancel.

What to do next: To apply the constraint profile to resources, see Apply constraint profiles to a resource or student set.



Scientia Ref: 4051. For Enterprise Desktop Reference Data Manager 3.14. Copyright © Scientia Ltd. 2018