Product Request Overview: Project Scheduling & Recurrence

Product Suggestion

Introduce a new project scheduling and recurrence capability that allows users to configure projects to repeat automatically on specific dates or according to a defined recurrence schedule.

Repeated projects would be automatically generated as linked versions of the original project, improving visibility, consistency, and lifecycle management for recurring works and repeat contractor activity.

This functionality would be particularly useful for:

• Planned maintenance

• Annual servicing

• Recurring compliance works

• Scheduled inspections

• Repeat shutdown works

• Cyclical contractor activities

The feature would provide organisations with a more efficient and structured way to manage repeat projects without requiring manual recreation each time.

Problem Statement

Currently, users must manually recreate projects that follow recurring schedules such as:

• Weekly

• Monthly

• Quarterly

• Annual

• Ad-hoc scheduled repeats

This creates:

• Additional administrative workload

• Increased risk of setup inconsistencies

• Duplicate manual effort

• Reduced visibility of project history and relationships

There is also currently no structured way to link repeated or duplicated projects together, making it difficult to track project lifecycles and recurring work streams over time.

Proposed Solution

1. Project Recurrence Configuration

Add a dedicated recurrence section within the Project Edit screen allowing users to:

• Configure recurring schedules

• Define repeat frequencies:

  • Daily

  • Weekly

  • Monthly

  • Quarterly

  • Annually

  • Custom dates

• Set recurrence start and end dates

• Configure the number of future project occurrences

• Pause or stop recurrence schedules

• Manage recurrence settings from a single location

2. Project View Enhancements

Enhance the Project View screen to display recurrence-related information including:

• Configured recurrence schedules

• Upcoming repeat dates

• Next scheduled occurrence

• Indicators showing whether a project is part of a recurring series

• Linked project history and future scheduled projects

This would provide users with clearer visibility of ongoing and repeat work programmes.

3. Linked Project Versions

When a recurring project triggers:

• Automatically generate a new linked project

• Carry over project configuration and structure

• Maintain historical linkage between all project versions

• Display linked projects within the project view for easy navigation and audit tracking

This would allow users to move between historical, current, and upcoming projects within the same recurring work stream.

Supporting Functionality: Project Duplication

To support recurrence functionality, introduce a dedicated Project Duplication feature which:

• Copies project details and configuration

• Duplicates associated structures and settings

• Supports automated recurrence creation

• Can also be used manually for one-off duplication requirements

Standalone duplication would also benefit users managing:

• Similar projects across multiple sites

• Repeat contractor activities

• Template-based project setups

Potential Benefits

• Reduced administrative workload

• Faster setup of repeat projects

• Improved consistency across recurring works

• Better project lifecycle visibility

• Easier historical tracking and auditing

• Reduced risk of manual setup errors

• Improved contractor scheduling and planning

• Cleaner management of ongoing maintenance programmes

• Greater operational efficiency for repeat activities