How Constraint Types and Dates Function in KTern When Switching from Manual to Auto Scheduling

KTern’s scheduling engine helps project managers efficiently manage timelines by automatically adjusting task dates based on dependencies and constraints.

This guide explains:

1. Different constraint types supported in KTern
   
2. How constraint dates influence scheduling
   
3. The impact when switching from Manual Scheduling to Auto Scheduling
   
4. Best practices to ensure accurate scheduling in KTern
   

Constraint Types:

Constraint types in KTern define rules that control when a task can start or finish. By applying the right constraint, you can ensure tasks are executed at the correct time while maintaining alignment with project goals.

Constraint Date:

A constraint date is the specific date linked to certain constraint types (e.g., SNET, SNLT, FNET, FNLT, MSO, MFO).

1. When a constraint is applied, KTern uses the constraint date as a reference point for scheduling the task.
   
2. If the constraint date conflicts with dependencies, KTern intelligently adjusts the plan while prioritizing constraints like MSO and MFO when required.
   

Manual vs. Auto Scheduling in KTern:

In Manual Scheduling:

1. Tasks remain exactly where you place them on the Gantt chart.
   
2. KTern does not auto-adjust task positions even when dependencies or constraints change.
   
3. Best suited when you want full control over task placement.
   

In Auto Scheduling KTern automatically calculates and adjusts task dates based on:

1. Task dependencies
   
2. Constraint types
   
3. Constraint dates
   
4. Project calendars
   

Ensures accurate alignment of tasks across the project plan.

Impact of Switching from Manual → Auto Scheduling

Examples

Example 1: Must Start On (MSO)

• Constraint Type: Must Start On
• Constraint Date: 2024-11-04
• Effect: The task must start on November 4, 2024, regardless of dependencies or resource availability.
  

Example 2: Start No Earlier Than (SNET)

• Constraint Type: Start No Earlier Than
• Constraint Date: 2024-11-01
• Effect: The task cannot start before November 1, 2024. It may start on or after this date based on dependencies and resources.
  

Best Practices in KTern Scheduling

1. Use ASAP for most tasks unless there’s a specific constraint requirement.
2. Reserve Must Start On / Must Finish On for critical deadlines only.
   
3. Always review constraints and dates before switching from Manual → Auto Scheduling to avoid unexpected timeline shifts.
   
4. Validate the critical path after switching to auto mode to ensure all dependencies and constraints align correctly.
   

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