Before you begin: Schedule sheet permission is granted on a sheet-by-sheet basis. Adding or editing an activity requires Edit Data or greater permission. If you only have View permission you cannot add or edit activities. See Schedule Sheet permissions.
This page contains information on adding activities manually, copying activities from another sheet, and using copy/cut and paste.
For information about importing schedule sheet data directly into Unifier see Create a Schedule Sheet.
Add activities
You can add activities to a schedule sheet in the Activity Properties window.
Click the topic links for information and directions on completing:
- The General tab of the Activity properties
- The CBS tab of the Activity properties
- The Resources tab of the Activity properties, and Role-related Calculations
- The Dependencies tab of the Activity properties
To manually add an activity to a schedule sheet
- In User Mode, open the project/shell where the schedule sheet resides, and click Schedule Manager in the left navigator.
- Select Schedule Sheets. The Schedule Sheets log opens.
- From the Edit menu, or from the toolbar, click Add and select Manual. The Activity Properties window opens.
- Complete the activity property tabs as described in General tab of the Activity properties.
To copy an activity from another sheet
- In User Mode, open the project/shell where the schedule sheet resides, and click Schedule Manager in the left navigator.
- Select Schedule Sheets. The Schedule Sheets log opens.
- Open the sheet you want to change.
The default order for a new row is at the end of the activities list. You can insert a row where you want it by selecting a row on the sheet. Unifier adds the new row above the selected row.
- From the Edit menu, or from the toolbar, click Add and select Copy Activity From. The Schedule Manager Picker window opens.
- Select a schedule sheet from the Schedule Sheet drop-down list, which lists all the active schedule sheets in the current project.
- Select an activity from that sheet and click Copy.
Non-hardbooked roles are copied into the destination schedule sheet.
The role amount is recalculated for the added activity and for any activity that has its start or finish dates changed as a result of the addition.
- If you want to make changes to the activity properties, click the activity to open it.
To copy and paste activities in a sheet
- Open the schedule sheet in the log.
- Highlight the row or rows you want to copy.
- Choose Edit > Copy.
- Select the destination for the copied rows. The rows you copy will be inserted above the selected destination row.
- Choose Edit > Paste. You can choose Edit > Paste multiple times to repeat pasting the copied rows.
- Copy and paste copies all data on the copied activity including Scope Management Setup, dependency relationships, Baselines, CBS, and resource assignments.
To cut and paste activities in a sheet
- Open the schedule sheet in the log.
- Highlight the row or rows you want to cut.
- Choose Edit > Cut. The row you want to cut is highlighted, and remains in place until you paste it.
- Select the destination for the cut rows. The rows you paste will be inserted above the selected destination row.
- Choose Edit > Paste. You can choose Edit > Paste multiple times to repeat the pasting of the cut rows.
- You can undo the cut action by choosing Edit > Undo Cut.