Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Dispatchers and Crew Managers > Scheduling Appointments and Events > Working With Appointments > Configuring Long-Term Planning
Configuring Long-Term Planning
You can use Long-Term Planning to schedule Jobs with durations of up to twelve months.
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• Infinite scrolling is not available for the Three Months, Six Months, Nine Months, and Twelve Months date ranges. Additionally, Shift information is not rendered for these date ranges.
• Although schedule optimization is supported for use with long-term planning, be aware that because Appointments are scheduled far in the future when calendars are mostly empty, route sequencing takes a lower priority and more focus is placed on meeting defined constraints. If you use Schedule Proposals with long-term planning, be sure to select the appropriate Optimization Setting record before you click Propose Schedule.
To use long-term planning, you configure one or more Optimization Settings records in Service Board Admin.
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You must have the Service Board Administrator role to use Service Board Admin.
To configure long-term planning:
1. In Service Board Admin, in the left pane, click Scheduling Settings > Optimization Settings, and then in the list view, open an existing record or create a new one.
2. On the record page, click Scheduling > Type of Plan > Long-Term Plan.
3. In the Scheduling Horizon (Days) field, enter the maximum number of days for which you want to allow Jobs and project tasks to be scheduled, and then click Save.
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When you click Long-Term Plan in the Type of Plan list, the minimum acceptable Scheduling Horizon field value is 32 days. If you enter a value of less than 32 days, validation error messages appear and you cannot save the record. For scheduling horizons of 1 to 31 days, select the Short-Term Plan option.
Configuring Long-Term Planning in Classic Mode 
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The Classic user interface retires on November 8, 2026. All features are available in the Service Board Modern interface. We recommend switching to Service Board Modern at your earliest convenience to access the latest features.
You can use Long-Term Planning to schedule Jobs with durations of up to twelve months.
* 
• Infinite scrolling is not available for the Three Months, Six Months, Nine Months, and Twelve Months date ranges. Additionally, Shift information is not rendered for these date ranges.
• Although schedule optimization is supported for use with long-term planning, be aware that because Appointments are scheduled far in the future when calendars are mostly empty, route sequencing takes a lower priority and more focus is placed on meeting defined constraints. If you use Schedule Proposals with long-term planning, be sure to select the appropriate Optimization Setting record before you click Propose Schedule.
To use long-term planning, you configure one or more Optimization Settings records in Service Board Admin.
* 
You must have the Service Board Administrator role to use Service Board Admin.
To configure long-term planning:
1. In Service Board Admin, in the left pane, click Scheduling Settings > Optimization Settings, and then in the list view, open an existing record or create a new one.
2. On the record page, click Scheduling > Type of Plan > Long-Term Plan.
3. In the Scheduling Horizon (Days) field, enter the maximum number of days for which you want to allow Jobs and project tasks to be scheduled, and then click Save.
* 
When you click Long-Term Plan in the Type of Plan list, the minimum acceptable Scheduling Horizon field value is 32 days. If you enter a value of less than 32 days, validation error messages appear and you cannot save the record. For scheduling horizons of 1 to 31 days, select the Short-Term Plan option.
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