Auto-Planning & Auto-Assignment — business view

Technical trace: Auto-Planning & Auto-Assignment

1. Business Summary

Generates phases and tasks for a Job using account-defined production plans, time-share percentages by phase/task type, and a risk buffer; can pre-assign resources from the account's preferred plan.

2. Business Value

Reduces PM workload, accelerates job intake, standardises scheduling, and increases on-time delivery.

3. Users / Stakeholders

PMs, operations managers, vendor managers.

4. Workflows

  • Plan from job options. When the job intake requests auto-planning, the system computes available minutes (with risk reduction), splits time across phases by configured time-share %, and creates tasks per phase or per file.
  • Auto-assign. Optionally pre-assigns resources using the account's resource-selection plan.
  • Cron-driven. Some auto-assignment runs continuously through scheduled jobs.

5. Sub-Features

  • Per-phase or per-file modes.
  • Auto-plan strategies and criteria.
  • Auto-plan request/log records.
  • Account-level production plan.
  • Cron-driven RS scheduling.

6. Business Rules

  • Risk factor reduces time before scheduling.
  • DTP-style task types use task productivity; others use a default rate.
  • Time-share percentages come from phase/task type configuration.

7. Data Entities

Auto-plan Cron, Auto-plan Shift / Shift Log, Auto-plan Strategy / Criteria / Detail / Log.

8. Entry Points

  • Auto-planning action invoked at job intake.
  • Cron-driven scheduling.

9. Inputs & Outputs

  • Inputs: job ID, options, account plan.
  • Outputs: tasks, file links, auto-assign markers, logs.

10. Integrations

  • Resource selection.
  • TMS file flow.

11. Calculations / Logic

  • Available time = duration − risk %.
  • Per-task duration = available time × phase-task time-share %.

12. Status Lifecycle

  • Planning runs: pending / running / done / failed.

13. Permissions

  • PMs, operations, brand-scoped.

14. Reports & KPIs

  • Auto-plan success rate, average plan time, fallback rate.

15. Risks & Observations

  • Some risk/productivity defaults are hard-coded for specific task types.
  • Phase configuration is critical — any drift impacts every job.
  • Multi-step creation is not transaction-bounded.

16. Source Code Evidence

  • app/Controller/AutomationController.php, app/Controller/Component/AutomationComponent.php.
  • app/Model/Autoplan*.php.

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