Automatic planning horizon
Sweeply automatically prepares and processes the number of weeks configured under Settings > Planning, including the current week. Subscription demand can be prepared farther ahead, and you can manually request planning for any non-past week.Run planning
1
Open the target week
Select Planning and choose the week. Review unplanned orders, member capacity, availability changes, and existing protected work.
2
Select Plan week
Confirm the displayed week. The confirmation reminds you that protected dates, started or completed work, customer promises, and manually locked routes remain unchanged.
3
Wait for the result
Planning runs in the background. Open the results sheet to see the current attempt, the latest result, and up to five recent attempts.
4
Review assignments and issues
Inspect scheduled and unplanned counts, routes, travel, service time, utilization, overtime risk, and every planning issue.
5
Correct and replan when needed
Use issue actions to fix locations, eligibility, availability, duration, capacity, or hard requirements, then plan the week again.
Why a week needs planning again
A week may show Needs planning after new demand arrives, a scheduling input changes, a planning attempt fails, or a result can no longer be accepted safely.Outdated results
If orders, availability, requirements, or other concrete planning inputs change while or after an attempt runs, its result may show Outdated. An outdated result is diagnostic history; run planning again to create a current accepted plan.Planning writes schedules to orders. The temporary run history is not the permanent source of the schedule; order details and order activity remain authoritative.