Plan a session
Finalise the schedule
After reviewing the optimisation results , finalise only when the organising team is ready to treat the result as its reviewed plan. Finalising preserves that decision and prepares the schedule for publishing.
Finalise a reviewed result
On the Optimisation tab, click Finalize in the toolbar. This converts the optimised assignments into the final state. The project status badge changes to finalised (blue).
Make a deliberate manual adjustment
Even after finalising, individual tasks can still be fine-tuned:
- Click a task to open the optimised task edit modal. This shows both the optimised values and the final values side by side, allowing last-minute corrections.
- Right-click a task to open the person replacement menu and swap an assigned person for another.
Note: Manual adjustments after finalising are not re-validated by the solver. Ensure changes do not introduce conflicts such as double-booking a person.
Re-run the optimiser when the plan changes
If broader changes are needed, you can return to the optimisation tab and run the solver again. This overwrites the current optimised assignments. You will need to finalise again afterwards.