You are here: Primavera Unifier Administration Mode > Schedule Manager Setup > Setting up the Schedule Manager

Setting up the Schedule Manager

Here is the overall process for setting up schedule sheets in projets or shells:

Import the Activity Attribute form. If a configured schedule attribute form will be used, import it into Unifier. If a schedule attribute form has not been designed, Unifier will use a default default attribute forms for the Schedule Manager and the activities.

Grant yourself permissions to configure the Schedule Manager.

Set customer calendar permissions, if necessary.

Create a schedule sheet template. There are two places where you can create schedule sheet templates: At the company-level, under Templates > Schedule Sheets; and in project/shell templates. The process for creating schedule sheets is similar in both types of templates.

Note: The advantage of creating schedule sheets in a project/shell is that when you clone a project/shell template, you can copy all schedule sheets in that template.

Grant Schedule Manager permissions to users.

Once you have completed these steps, the Schedule Manager is ready for use in Unifier’s User Mode.

Additional things you can do:

•

Configure a project/shell template schedule sheet as a Master Schedule Sheet. After cloning the project/shell, you can use the Master Schedule Sheet to create other schedule sheets in the project/shell that have the same sheet properties, including start and finish dates.

•

Link schedule sheets in a project/shell template to project/shell schedule sheets.

•

Configure data mapping to allow direct importing of external sources such as Microsoft Project or Primavera schedules.

•

Create program level schedule sheets.

Note: Many of the tasks you might perform as Administrator can also be done at the Unifier user level. The tasks you can perform only at the Administrator level are completely described in this chapter. For those activities that overlap levels, we have referred you to the Unifier Users Guide for detailed instructions.

Import an Activity Attribute Form

Grant Yourself Configure Permissions

Create Schedule Sheet Templates

Grant Schedule Manager and Custom Calendar Permissions to Users

Refresh Schedule Sheet Data

Update Schedule Sheet Properties from Templates

Update Schedule Sheet Activities from Templates

Importing Third Party Schedule Files

Updating User Information in Schedule Sheet Properties Using Bulk Processing

Creating Activity Sheet Templates

Oracle Corporation