Optimization templates

A template is a default set of values that can be used across multiple schedules to optimize work that is based on your objectives. You create a template to define which work details are most important to you during scheduling.

Optimization templates contain the parameter values that you want the optimization model to take into account when it schedules work. The parameter values include objectives, constraints, and variables. For example, you can define one template whose primary objective is to minimize cost and another whose objective is to schedule high-priority work first.

When you work with a schedule, you can select which optimization template to use. Templates exist for the following optimization use cases:
  • Resource leveling
  • Capacity planning
  • Labor and crew assignments
  • Spatial dispatching
  • Maintenance scheduling optimization