Refreshing schedule data

Refreshing data for work records

When you update work records in the work management applications, you can refresh your schedule data to include the updates. The following business rules apply:

• Any new work records that you add in the work management applications that fit your query criteria appear in your schedule in the Graphical Scheduling application. Corresponding tasks and resources also appear.
• If you change the Scheduled Start or Scheduled End dates in the work management application where the record originated, the dates are updated in the Graphical Scheduling application, providing that the segments have not been edited in the schedule. If changes have been made in the Graphical Scheduling application but not committed back to the work management application, no updates are made to the schedule.
• If you change the precedence relationships between tasks in the work management application, the precedence constraints are updated in your schedule, providing that no changes have been made to the constraints in the Graphical Scheduling application. If changes have been made in the Graphical Scheduling application but not committed back to the work management application, no updates are made.
• If you change the status or priority of a work record in the work management application, the schedule is updated. If a work record changes to a status of CANCELLED or CLOSED, it is deleted if the Preserve Existing Records on Refresh check box is cleared.