Setting up Scope Management for Activities

After you create the project- or shell-level schedule sheet template at the company level, you can set up the following for each activity:

Linked BP
Responsible users or groups
Due date
Completion conditions

To set up Scope Management for an activity

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Templates in the left Navigator.
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.

The Schedule Sheets log opens.

3 Select the template from the log and click the Open button, or double-click the selected template. The schedule sheet template opens.
4 To set up scope management for the template, use the instructions in the Unifier Users Guide on setting up scope management for activities.

 

 

 

 


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