Configuring Schedule Optimization Guardrails
In cases where large datasets are submitted to the optimization engine, execution times can be prolonged, and the strain on the system can negatively impact performance. To maximize schedule optimization efficiency and prevent inefficiencies, you can configure scheduling guardrails that are automatically applied when dispatchers initiate optimization tasks to limit excessive usage and ensure that executions remain within predefined thresholds.
In the Maximum Number of Resource Days Considered in Proposals setting, you can configure a value that represents the number of days in the scheduling horizon multiplied by the number of selected Resources. The default value is 500. In the Maximum Number of Events Considered in Proposals setting, you can configure the maximum number of Appointments and Events that can be included in a single schedule optimization execution. The default value of 0 means that there is no enforced limit.
For high-volume optimization needs, users should use Batch Optimization in Salesforce. Guardrails are evaluated at runtime based on the amount of data included in Schedule Optimization requests.
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• When configured schedule optimization guardrail limits are exceeded during Current-Day Optimization execution, the job terminates and an error message appears. Ensure that the total volume of Jobs, Resources, Appointments, and Events in the payload is within these limits before data submission.
• By default, Appointment Proposals are not subject to guardrail validation. However, if the Enable Appointment Proposals Policies Selection setting is enabled, guardrails are enforced. The same validation dialog box used with Schedule Proposals appears before execution, and users must adjust the input data to comply with the guardrails before schedule optimization is triggered.
• Schedule Proposals for Project Tasks are also subject to guardrail validation.
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To configure Schedule Optimization guardrails:
1. To limit the total number of Resource days that can be included in Schedule Proposal and Optimized Rescheduling payloads, in Max Designer, click Administration (
) > , and then in the list view, click Maximum Number of Resource Days Considered in Proposals.
) > , and then in the list view, click Maximum Number of Resource Days Considered in Proposals.2. On the record page, in the Default Value field, enter a value, and then in the top left corner, click Save and Close (
).
).3. In the Settings list view, click Maximum Number of Events Considered in Proposals, and then on the record page, in the Default Value field, configure a value and save and close the record.