If you create project or shells with a template, you can update schedule sheet properties in the projects and shells from schedule sheets in the template. See "Updating Schedule Sheet Properties from Templates"Updating Schedule Sheet Properties from Templates.
You can also update the activities on a schedule sheet by using a separate “linking” function in Unifier that links a schedule sheet to a template for the specific purpose of updating activities. This feature is also convenient if you have imported a third-party schedule and want to push it to your projects or shells.
Note: Projects or shells that are in Inactive or View-Only status will not be updated.
If you link a schedule sheet to a template in this way, you can use the template schedule sheet to push the following changes to sheet columns and activities:
| • | Imported CSV or MPP files to the destination sheet |
| • | Added activities |
| • | Changes to activity status |
| • | Changes to column order |
| • | Added new columns |
| • | Removed column |
| • | Hidden columns |
| • | Column indents and outdents |
| • | Change schedule sheet properties, activity dates, WBS codes, or activity resources. |
| • | Delete activities |
| • | Modify activity name or code associations |
| • | Modify Scope Management setup |
Once you link a schedule sheet to a template in this way, users can change dates and other data on the sheet, but they cannot add activities, delete activities, or otherwise change the structure of a sheet. You can only change the structure of the sheet and activities by changing the template and pushing the changes to the project/shell sheets.
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Permissions |
Enable and Disable Schedule Sheet Linking
Link a Template to a Project or Shell Schedule Sheet
Update Linked Schedule Sheets from Project or Shell Templates
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