Choose Fixed or Floating for a work schedule

When a work schedule is set to Recurring, you must choose a Schedule Type that controls how the next occurrence is calculated. Fixed keeps the schedule tied to its original calendar beat; Floating measures the next occurrence from when the work was actually completed.

Before you start

You need Manager or Admin access to the Operations module to create or edit schedules.

When the choice appears

The Schedule Type option only appears when the Schedule Mode is set to Recurring. It is not shown for On-Demand or Calendar-Based schedules.

Choose while creating a schedule

1. Go to Operations > Planned Work (or Schedules) and click New Schedule.

2. Follow the wizard to the recurrence step and set Schedule Mode to Recurring.

3. Choose the Schedule Type:

   • Fixed — keeps the recurrence on its original calendar beat. Early completion does not shift the schedule; late completion can shift the next occurrence forward until work catches up. One exception: when a Fixed schedule uses a calendar pattern (a weekday or day-of-month anchor), a satisfactory first completion satisfies the first matching calendar beat on or after the scheduled due date instead of creating a duplicate occurrence for it.

   • Floating — measures the next occurrence from when work was actually completed. Useful for wear-anchored maintenance such as servicing an asset 30 days after the last service. If an occurrence is missed, the next occurrence is measured from the date the miss is recorded, not the original scheduled date. Floating mode shows only interval magnitude and unit; weekday and day-of-month anchors are stripped from the stored rule.

4. Complete the wizard and click Create.

Change on an existing schedule

1. Open the schedule from Operations > Planned Work (or Schedules).

2. In the Schedule section, set Schedule Mode to Recurring if it is not already.

3. Select Fixed or Floating as the Schedule Type.

4. Save the schedule. Future occurrences will use the new timing behavior.

What happens next

For the full schedule creation walkthrough, see Create a work schedule with AI or from scratch. To learn how non-working days affect recurring dates, see Set how work schedules handle non-working days.