After you create a scope and a goal, you can combine and schedule them in an optimization schedule. An optimization schedule defines when Resource Scheduling Optimization automatically starts to optimize requirements and bookings. For example, an optimization schedule might specify that optimization occurs at 1:00 AM on weekdays. In this way, schedules are updated before the team starts to work, and there is minimal disruption during working hours.

Create an optimization schedule

1. Go toResource Scheduling Optimization >Optimization Schedules.

2. On theGeneral tab, in theName field, enter a name for the schedule.

3. In theScope field, select anoptimization scope for the schedule.

4. In theGoal field, select anoptimization goal for the schedule.

5. In theTimer field, select how often the optimization schedule runs.

6. In theTimer Mode field, select one of the following values:

   • Fixed: Optimization runs occur after every specified time interval.
   • After Job Completion: Optimization runs wait for the specified time interval after the last Resource Scheduling Optimization job is completed.

7. Use theValid From andValid To fields to define the date and time range that the schedule is active.

8. On theFilter tab, you can specify more details to define when the schedule runs during the specified time range. Filters can be helpful if you want to run optimizations only on specific days.

9. SelectSave and thenPublish the schedule.

Optimization schedule statuses

• Unpublished: This status is the default status when a schedule is created or reset.
• Publishing: The system is trying to publish schedules.
• Published: The system published a schedule, and it's ready to run.
• Out of Sync: The schedule must be published again because of changes that were made against it.
• Under Maintenance: Someone is upgrading Resource Scheduling Optimization to a newer version.
• Failed: The system failed to publish schedules. You can find error details on the schedule page. If you receive an error message that states, "A SASKey has not been configured for ServiceEndpoint RSO Data Sync," Azure resources for Resource Scheduling Optimization aren't set up correctly.

Reset an optimization schedule

To unpublish a schedule and cancel all pending jobs that are related to it, you can reset the schedule.

1. In Resource Scheduling Optimization, go toTools >Optimization Schedules.
2. Open a published schedule.
3. On the command bar, selectReset Resource Scheduling Optimization.

Review optimization requests

Every time a schedule triggers an optimization job, it creates ascheduling optimization request record. You can open these records to review details about the associated resources and bookings.

• View which resources are being optimized and which aren't, together with the reason.
• View booking details and charts that compare travel time to the scheduled work hours for the job run.