Before you begin: Schedule Sheet permissions are 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. The Schedule Manager helps you manage project or shell and program schedules by:
- Creating project activities
- Assigning cost codes to activities
- Assigning roles to activities
- Creating relationships between activities
- Tracking schedule progress and variables
- Calculating the schedule’s critical path
Best Practice is to set up your schedule sheets and complete with activity rows, in the project template. However, you can create Project Schedule Sheets and add activities in existing projects.
In Primavera Unifier, you can also import project schedule records from Primavera P6. Imported schedules are editable within Primavera Unifier, and the data can be used in reports. If you copy activities from one schedule to another, Primavera Unifier will immediately notify you if the change will create a schedule conflict so that you can make corrections as you work.
Each change in the Schedule Manager creates a record in Primavera Unifier, which is useful for auditing purposes. An audit report of these records shows detailed information on dates, events, actions, and old values versus new values, along with the user or proxy user who performed the action.
Each project can have multiple schedule sheets, and one Master Schedule Sheet. The master schedule sheet drives project start and end dates, tracks the project’s progress, and serves as the interface between the Schedule Manager and other Primavera Unifier modules. The master schedule integrates cost items on the schedule with the Cost Manager. Primavera Unifier users can refresh resource rates on the schedule sheet and post the new rates to the Cost Manager, update the cost sheet with assignment costs, and refresh costs on the sheet to recalculate labor costs and post them to the cost sheet.
Features include the following:
- Fully configurable activity attributes form
- Activities and Gantt chart on the same schedule sheet
- Interactive Gantt chart with ability to drag activity end dates and link activities
- Tracking Gantt chart
- Filters for activities
- Baselines for schedule sheets and activity sheets
- Activity update
- Ability to create one or multiple interactive schedule sheets for the same project or shell
- Integration of Schedule Manager with the Resource Manager, enabling resource loading of schedule activities
- Multiple CBS codes for each activity to capture activity costs, such as labor, non-labor, and fixed costs. If designed in Primavera uDesigner, you can add a column to the schedule sheet to display the CBS codes associated with each activity.
- View the cost distribution information by CBS codes from a schedule sheet
- Cut and paste and copy and paste of rows in a sheet
- Update of schedule sheets from linked templates
- Critical path calculation and display
- Streamlined and enhanced integration and interaction between Primavera Unifier’s Schedule Manager and Primavera and Microsoft Project
- Activity progress tracking and percentage of work completed per assigned resource
- Works with shells that have the CBS cost type
- Scope Management, with the ability to launch business processes from activities and automate schedule management.
- Budget and progress settings, and the ability to work with progress and earned progress data
You will need to add activity rows to the schedule sheet before you can enter your company data to the schedule sheet.