Here is the overall process for setting up schedule sheets in projects or shells:
Step 1: Import and deploy the Activity Attribute form in uDesigner. If a configured schedule attribute form will be used, import it into Unifier. If a schedule attribute form has not been designed, Unifier will use a default attribute forms for the Schedule Manager and the activities.
Note: Configuration of the Data Picker and Data Elements (and when applicable: Unique and Auto Sequence settings) must be done in uDesigner.
Step 2: Set customer calendar permissions, if necessary.
Step 3: Create a schedule sheet template. There are two places where you can create schedule sheet templates: At the company-level, under Templates > Schedule Sheets; and in project/shell templates. The process for creating schedule sheets is similar in both types of templates.
Note: The advantage of creating schedule sheets in a project/shell is that when you clone a project/shell template, you can copy all schedule sheets in that template.
Once you have completed these steps, the Schedule Manager is ready for use in Unifier’s User Mode.