Schedule a job

To run a job, you must create a job instance. Then, you can schedule the job or run the job manually. You must not only have permission to run the job, but also Read permissions on the Planning Server database. Otherwise, you cannot see the results of the job. If you do not currently have Read permission on the database, talk to the Planning Server Data Administrator.

To generate a report based on an existing template and then populate that template with user-supplied data and/or data from the computer that is running Planning Server, create a job. Several templates are supplied with Planning Server, but you can also create your own.

For additional information about the values required by the Create a Job Instance wizard, see About values required to schedule a job.

To schedule a job

  1. In the Workspace Browser pane, click Process Management and then click the name of the cycle for which you want to schedule a job or action.

    The cycle details are displayed on the Summary tab.

  2. Click the Scheduled Jobs tab.

  3. In the Process Scheduling Tasks pane, click Schedule a Job.

    This displays the Create a Job Instance wizard.

  4. On the Name the Job page, do the following.

    1. In the Name text box, enter a user-friendly name for this job. The name must be from one to 256 characters.

    2. In the Label text box, enter a label for the job.

      The label must be unique, and cannot exceed 128 characters. To learn about restrictions that apply to labels, see About names and labels.

    3. (Optional) In the Description text box, enter a description of the model subsite. The description can be up to 512 characters long.

    4. Under Owner, click the ellipsis button (...) to open the Select Owner dialog box. A job instance can have only one owner. Highlight the owner, click Add Selected, and then click OK.


      Jobs are run under the context of the user who runs the job, not under the context of the specified owner of the job.

    5. Click Next.

  5. In the Select a Job Template page, do the following.

    1. In the Job type drop-down list, select the type of template that you want to use.

    2. In the Job template table, a list of all job templates of the type selected is displayed. Select the job template that you want to use.

    3. Click Next.

  6. In the Select Job Properties page, for each property that is listed in the Property column, enter or select the a value in the Value column, and then click Next.

    Each different type of job template can have a variety of different properties.

  7. In the Schedule the Job page, make the appropriate selections:

    • Select Start date and time to run the job at a scheduled date and time. Then, specify the start date and time in the boxes provided.

    • Select Start job manually if you want to have the flexibility to run the job at any date and time that you chose.

    • (Optional) Select Rerun job automatically to have the job run automatically at a specified interval. Then, select the Calendar interval and Recurrence interval.

    Click Next

  8. In the Review and Create page, review the settings and then use one of the following procedures:

    • If you want to change any settings, click the Back button, or, in the list of pages, select the page to which you want to return.

    • If you approve of the settings that you have selected for this job instance, click Finish to save it.

See Also

Other Resources

Understand and work with jobs
Predefined job templates