Each schedule sheet that you create has its own set of properties, which you can use to control schedule sheet behavior.
Unifier separates Schedule Sheet Properties into five tabs; each tab has a distinct purpose.
- The General tab is where you can define basic schedule information, for example, Schedule Sheet Name, and Start Date.
- The Gantt Chart tab is where you can define what you want to see in the visual representation of the sheet, for example, common choices are Activity Name, Start Date, and Finish Date.
- The Tracking Gantt tab is where you can set up comparisons of activities, for example, you can compare Actual Start Date with the originally planned Start Date.
- The Options tab is where you can set up how you want Unifier to update activity status and progress requirements.
- The Schedule tab is where you set the schedule sheet refresh schedule.
You can create a project or shell schedule sheet in the following ways:
- Manually
- Copying from a project/shell schedule sheet template
- Copying from another schedule sheet in your project
- Importing a schedule file.
You can have any number of schedule sheets in a project or shell. You can designate one sheet as a master schedule sheet, which appears in bold in the log. The master schedule sheet drives the activity start and finish dates, and allows you to assign resources to activities. You can use it to track progress and resource assignment information to other modules in Unifier.
Note: You may want to set up the schedule sheet before selecting it as the master sheet. Once you select the sheet as the master sheet, it cannot be deselected.
To create a project or shell schedule sheet manually
- In User Mode, select the project or shell, and select Schedule Manager > Schedule Sheets. The Schedule Sheets log opens.
- Click New. The Schedule Properties window opens.
- Complete the Schedule Properties tabs. See Schedule Sheet Properties General Tab.
To create a schedule sheet by copying from a project or shell template
- In User Mode, select the project or shell, and select Schedule Manager > Schedule Sheets. The Schedule Sheets log opens.
- In the Schedule Sheets log, click Copy > Template.
- Select the template to copy and click Open.
- Complete the Schedule Properties tabs. See Schedule Sheet Properties General Tab.
To create a project or shell schedule sheet by copying another sheet
- In User Mode, select the project or shell, and select Schedule Manager > Schedule Sheets. The Schedule Sheets log opens.
- In the Schedule Sheets log, click Copy. The Schedule Sheets window opens showing all sheets in the project/shell (both active and inactive)
- Select the schedule sheet to copy and click Open. The Schedule Sheet Properties window opens.
- Complete the Schedule Properties tabs. See Schedule Sheet Properties General Tab.
To import CSV files
- Open the schedule sheet.
- Choose File > Import > From CSV. If a default mapping is not selected, the Select Data Mapping window opens.
- Select the data mapping you want to use for this import and click OK. The File Upload window opens.
- Browse to select the file to upload.
- Click OK.
To import XML and MPP files
- Open the schedule sheet.
- Choose File > Import > From External Source. If a default mapping is not selected, the Select Data Mapping window opens.
- Use the table below to complete the fields in this window.
- Click OK. The File Upload window opens.
- Browse to select the file to upload.
- Click OK.
In this field: | Do this: |
|---|---|
MPP | Data mapping is not required; leave the Data Mapping field empty. |
MPP XML | Data mapping is required; select the mapping you want to use. |
MPP activity calendar | Select Consider Activity Calendar. This requires an existing calendar in Unifier with the same name. If an activity calendar is not imported and considered, the activity will use the existing calendar defined in the schedule sheet properties. |
MPP Resource assignments | Data mapping is not required; leave the Data Mapping field empty. This requires a data set for the SYS Resource Type data element. Use MPP standard resource types: Work, Material, and Cost. Upon import, Unifier will soft-book these resource types. |
Before you begin:
- You must have permission to import files. See Schedule Sheet permissions.
- For CSV or XML files, your administrator must first define the data mapping.
- To use the Activity Calendar from Microsoft Project, first create a calendar in Unifier with the same name as the external calendar.
- To import Resource Assignments from Microsoft Project, first add the same MPP resource types to the SYS Resource Type data set in Unifier. We recommend using MPP standard resource types: Work, Material, and Cost.