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
- Go to the Company Workspace tab and switch to Admin mode.
- 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.
- Select the template from the log and click the Open button, or double-click the selected template. The schedule sheet template opens.
- To set up scope management for the template, use the instructions in the Unifier User Guide on setting up scope management for activities.