A schedule sheet refresh updates cost data associated with the schedule sheet. During the refresh, Unifier recalculate dates, activity role rates, and costs if there were any changes to the schedule sheet, such as copying rows into the sheet. Alternatively, you can set up a schedule to automatically refresh the sheet data.
Note: A scheduled refresh can fail if (1) an activity has more than one WBS code, or (2) a cost sheet column to which a schedule sheet column is associated is deleted from the cost sheet.
To manually refresh schedule sheet templates
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates > Schedule Sheets in the left Navigator. |
Schedule sheet templates that require refreshing are shown on the Schedule Sheet log with a refresh icon:
| 3 | Select a template and click the Refresh button. |
To set up a refresh schedule
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| • | For a project template, in the left Navigator, click Templates > Projects (Standard) > [project] > [project template] > Schedule Manager > Schedule Sheets. |
| • | For a shell template, in the left Navigator, click Templates > Shells > [shell type] > [shell template] > Schedule Manager > Schedule Sheets. |
| 2 | On the Schedule Sheets log, select one or more schedule sheet templates. |
| 3 | Choose Refresh > Set Frequency. |
| 4 | Select the Enable scheduled refresh checkbox. |
| 5 | Select the Frequency and the Range of Recurrence. |
| 6 | Click OK. |
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