Did you know… that the choice made in the schedule’s ‘Calculation Source Field’ controls what the new Due Date will be for the schedule?

While it is true that every schedule displays a ‘Next Due Date’, this date is not always exact. The ‘Next Due Date’ is an estimate determined from the addition of the schedule’s specified Frequency and Interval to the schedule’s listed Due Date.

Next Due Date Formula: Frequency and Interval ADDED TO Due Date = Next Due Date

Example: (Monthly – End of Month) and (1 of them) ADDED TO (12/31/2016) = 1/31/2017

The ‘Calculation Source Field’ controls what Due Date appears when the schedule updates by offering 3 choices of dates to add to the schedule’s Frequency and Interval:

1) Actual End Date – If the Calculation Source Field is set to ‘Actual End Date’, the schedule’s Frequency and Interval are added to the date entered in the ‘Actual End Date’ field of the schedule’s related work record. This is a good choice when it is important for an asset to always have work done to it exactly the same amount of time after that work was last finished (for example: 3 months after the Actual End Date).

2) Actual Start Date – If the Calculation Source Field is set to ‘Actual Start Date’, the schedule’s Frequency and Interval are added to the date entered in the ‘Actual Start Date’ field of the schedule’s related work record. This is a good choice when it is important for an asset to always have work done to it exactly the same amount of time after that work was last begun (for example: 3 months after the Actual Start Date).

3) Due Date – If the Calculation Source Field is set to ‘Due Date’, the ‘Next Due Date’ is a true predictor of the schedule’s next due date. This is because the schedule’s Frequency and Interval are added to the date entered in the schedule’s ‘Due Date’ field. This is a good choice when it is important for an asset to maintain a static schedule that does not drift (for example: a vibration check that must be done on the 1st of every month).

NOTE: ‘Monthly – End of Month’ is a popular choice for schedule frequency, but it can be tricky. It means that the activity will occur every X months, on the last day of the month (where X is the specified Interval).  If you use ‘Monthly – End of Month’ for a schedule’s Frequency, we recommend you pair it with ‘Due Date’ for the Calculation Source Field. This combination will prevent schedule drift. For example, if a Monthly job due on December 31st is finished late on January 2nd, a schedule update based on ‘Due Date’ (12/31/2016) yields a new due date of January 31st (no drift); however, the same schedule updating based on ‘Actual End Date’ (1/2/2017) yields a new due date of February 28th (a 1-month drift with there being 60 instead of 30 days between activities. December, February).

For further information, consult your Blue Mountain RAM User and Administrator Manuals. If necessary, please contact our friendly Support Technicians at techsupport@coolblue.com with questions. Also, please enjoy calling and speaking with your Regional Sales Manager (RSM) at 800-982-2388 if you are interested in Blue Mountain RAM training.