Get Started with Schedule

This section details the basic configuration of settings you will need before using the Schedule app. Depending on how you plan to use Schedule, some of the settings below may be optional, and most settings can be configured in any order. For a comprehensive list of the actions you can perform in Oracle Primavera Cloud, consult the Oracle Primavera Cloud Help.

Complete the following steps to get started with Schedule:

This diagram is a graphical representation of the text in this topic.

Create a Workspace

Workspaces function as the hierarchical structure of your organization's projects, portfolios, programs, and ideas. Settings configured at the workspace level are inherited by the objects created within the workspace.

Before you can use the Schedule app, you should create a workspace to contain your organization's projects.

Create Permission Sets

Permission sets are collections of permissions that can be assigned to individual users or user groups, granting them access to objects and functionality across Primavera Cloud. Created at the workspace level, permission sets determine the level of access within the workspace, including the workspace itself. Configure permission sets to grant users the ability to add, edit, delete, view, or enable objects and functionality. See Security Permissions for Schedule for more information on the permissions specific to the Schedule app.

Configure Workspace-Level Dictionaries

Dictionaries are repositories of items that can be used across the application, without having to create the same items for each object. Stored at the workspace level, dictionary items can be used by the objects within the workspace.

The following dictionaries are relevant to objects used in the Schedule app:

Configure Workspace-Level Defaults & Options

The default configuration of settings for each object is set at the workspace level. Each new instance of a particular object in the workspace will inherit the attributes set in Defaults & Options.

Select an object in the Defaults & Options section of the application to view its configuration options. Available options vary by object. The following options are relevant to objects used in the Schedule app:

The objects below should be configured before using the Schedule app.

Defaults & Options Settings

Objects

Configuration Options

Link

Activity

Default, Field Labels, Configured Fields, Codes

See Activity for more information.

Activity Relationship

Field Labels

See Activity Relationship for more information.

Project

Default, Field Labels, Configured Fields, Codes

See Project for more information.

Resource/Role

Field Labels, Codes

See Resource/Role for more information.

Resource Assignment

Field Labels, Configured Fields

See Resource Assignment for more information.

Stored Periods

Field Labels

See Stored Periods for more information.

WBS

Field Labels, Configured Fields, Codes

See WBS for more information.

Some help topics, such as Field Labels and Configured Fields, can be performed on a wide range of objects and are separate from each object section. Topics specific to a particular object are found within the object's section.

Create a Project

A project is a formalized plan undertaken to create a service, product, or result. You must create a project before you can use the Schedule app.

Configure Project-Level Settings

Project-level settings include details, default configuration settings inherited from the workspace, and project-specific dictionary items. New projects inherit the default settings configured at the workspace level, but these can be updated at the project level. Settings updated at the project level only apply to that project.

Before using the Schedule app, you should perform the following actions:

Details

Settings

Project Dictionaries

Configure Additional Settings

Some settings may need to be configured in other areas of the application, such as user preferences, which enable you to customize your personal details and display formats. The preferences you set are only visible to you.

After configuring the settings discussed in this topic, you can begin using the Schedule app. If you need to add or change settings, consult the topics contained in this section.

Related Topics

Permissions

Dictionaries

Defaults & Options

Project Settings

Additional Settings



Last Published Tuesday, May 21, 2024