• Working with Unifier Managers
    • Manager Attribute Forms (Collapse by Default)
    • Unifier Asset Manager
      • Creating and Managing Assets
        • Access the Asset Manager
        • Asset Manager navigation and asset codes
        • Create a new asset
      • Working with Asset Sheets
        • Access asset sheets
        • View asset and column details
        • View asset sheet properties
        • Enter or edit asset sheet data
        • Create and view a snapshot
        • Import asset sheet column data
        • Copy data from one column to another
        • Search for assets on an asset sheet
        • Export asset sheet or summary sheet data
      • Understanding Reverse Auto-population
      • Editing Multiple Assets from Asset Log (Bulk Edit)
      • Printing an Asset Manager Form
        • Printing Options for an Asset Manager Form
        • Printing Options - Custom Format
    • Unifier Configurable Managers (Configurable Modules)
      • Code and Records-based Configurable Managers
      • Code-based Configurable Managers
      • Access a Configurable Manager (Configurable Modules)
      • Reverse auto-population and Code and Records-based Managers
      • Creating Sheets and Records for a Code and Records-based Manager (Standard View)
      • Creating Sheets for a Code-based Manager (Standard View)
      • Working with Configurable Manager Sheets (Classic View)
        • Create a new sheet from an existing template
        • Add columns to a sheet
        • View column properties
        • Add a formula column
        • Open a sheet
        • View record details
        • View sheet properties
        • Expand or collapse the sheet rows
        • Drill down to more data
        • View or edit code details
        • View rollup data
        • Sort the sheet content
        • Filter the sheet content
        • Enter sheet data
        • Edit sheet data
        • Create and view a snapshot
        • Copy data to another column
        • Search for records on a sheet
        • Export sheet data
        • Import sheet column data
      • Working with Configurable Manager Sheets (Standard View)
        • Add Columns or Rows to a Sheet
        • View Column Properties
        • Open a Sheet
        • View Record Details
        • View Sheet Properties
        • Create and View a Snapshot
        • Export Sheet Data
        • Import Sheet Column Data
      • Working with Configurable Manager Logs (Standard View)
        • Code-Based Managers Log (Standard View)
        • Creating a Code-Based Configurable Manager (Standard View)
        • Code and Records-based Managers Log (Standard View)
        • Creating a New Code and Records-based Configurable Manager Sheet (Standard View)
      • Bulk Editing Configurable Manager Records
      • Printing a Configurable Manager Form
        • Print Options for Configurable Manager Form
        • Custom Format Print Options for Configurable Manager
    • Unifier Cost Manager
      • Cash Flow
        • Cash Flow Curves
        • Cash Flow Curves Types
        • Cash Flow Worksheets
        • Transaction Currency in Cash Flow Curves
        • Project or Shell Level Cash Flow
          • Project or Shell Level Cash Flow Log
          • Project or Shell Level Cash Flow Log Toolbar Options
            • Managing Distribution Profiles
            • Creating a New View and Managing an Existing View in the Cash Flow Log
            • Refreshing Data in Cash Flow Log
            • Working with Project or Shell Level Snapshots and Audit Log
          • Project or Shell Level Cash Flow Log Columns
        • Project or Shell Level Cash Flow Worksheet
          • Project or Shell Level Cash Flow Worksheet Toolbar Options
            • Creating a New View and Managing an Existing View in the Cash Flow Worksheet
          • Project or Shell Level Cash Flow Worksheet Overview Section
          • Project or Shell Level Cash Flow Worksheet Graphs View Section
          • Project or Shell Level Cash Flow Worksheet Details Section
            • Detail Curve
              • Detail Curve View (Incremental)
              • Detail Curve View (Cumulative)
              • Importing Cash Flow Data
              • Bulk Edit Cash Flow
            • Summary Curve
        • Project or Shell Level Cash Flow Properties
          • Project or Shell Cash Flow Properties (General Pane)
          • Project or Shell Cash Flow Properties (General Pane - More Options)
          • Project or Shell Cash Flow Properties (Curves Pane)
          • Project or Shell Cash Flow Properties Curves Pane and Curve Types
            • Baseline Curve
              • Adding a Baseline Curve for Cash Flow by Project or Shell
              • Adding a Baseline Curve for Cash Flow by Summary CBS or CBS
              • Adding a Baseline Curve for Cash Flow by Business Process (Commitments)
              • Transaction Currency in Baseline Curve for Cash Flow by Business Process (Commitments)
            • Actuals (Spends) Curve
              • Adding Actuals (Spends) Curve for Cash Flow by Project or Shell
              • Adding Actuals (Spends) Curve for Cash Flow by CBS Summary or CBS
              • Adding Actuals (Spends) Curve for Cash Flow by Business Process (Commitments)
              • Cash Flow by Commitment and Cash Flow Family Curves for Actuals (Spends) Curve
            • Forecast Curve
              • Adding Forecast Curve for Cash Flow by Project or Shell
              • Adding Forecast Curve for Cash Flow by CBS Summary or CBS
              • Adding Forecast Curve for Cash Flow by Business Process (Commitments)
              • Forecast Curve Behavior Test Cases
              • Actuals (Spends) Curve and Forecast Curve
            • Portfolio Budget Curve
              • Adding Portfolio Budget Curve for Cash Flow by Project or Shell
              • Adding Portfolio Budget Curve for Cash Flow by Summary CBS or CBS
              • Adding Portfolio Budget Curve for Cash Flow by Business Process (Commitments)
              • Portfolio Budget Curve and Currency
            • Derived Curve
              • Monthly Actuals (Spends) for Derived Forecast Curve
              • Actuals (Spends) for Derived Actuals (Spends) Curve
            • Custom Curve
              • Adding Custom Curve for Cash Flow by Project or Shell
              • Adding Custom Curve for Cash Flow by Summary CBS and CBS
        • Creating Project or Shell Level Cash Flow Curves
          • Creating a New Project or Shell Cash Flow Curve Manually
            • Entering Values in General Pane
            • Entering Values in General Pane (More Options)
            • Entering Values in Curves Pane
          • Creating a New Project or Shell Cash Flow Curve From a Template
          • Creating a New Project or Shell Cash Flow Curve by Copying
        • Auto-creating a Cash Flow Curve from a Base Commit Record
        • Company Level Cash Flow and Roll up Curve
          • Company Level Cash Flow Log
            • Company Level Cash Flow Log Toolbar Options
            • Company Level Cash Flow Log
            • Company Level Cash Flow Log Columns
            • Company Level Cash Flow Log Properties Tabs
          • Company Level Roll up Cashflow Curve Worksheet
            • Working with Company Level Snapshots
          • Creating Company Level Roll up Cashflow Curve
          • Company Level Cash Flow and Roll up Cashflow Properties
        • Cash Flow Curves in Cost Controls Base Product
        • Summary Cash Flow or Summary Cash Flow Curves
          • Creating a New Summary Cash Flow Curve
        • Activity Sheet as a Schedule Source for the Cash Flow
          • Cash Flow Analysis
          • CBS Type Cash Flow Curve
          • Baseline Type Cash Flow Curve
          • Forecast Type Cash Flow Curve
          • Spends Type Cash Flow Curve
        • Portfolio Manager Budget Curves
          • Portfolio Manager Budget Curves and Financial Period in Cost Manager
        • Adding a Portfolio Roll up Curve for Cash Flow by Program (Classic View)
      • Cost Sheet
        • Types of Cost Sheet Data Entry
        • Adding a New Cost Sheet
        • Working with Project or Shell Cost Sheets
          • Cost Sheet Sub-node (Standard View)
          • Project or Shell Cost Sheet (Standard View)
          • Cost Sheet Views
          • Open a Project or Shell Cost Sheet
          • Cost Sheet Restrictions
          • Resize cost sheet window
          • Split or unsplit cost sheet window
          • Entering Data into a Cost Sheet
          • Add a line item to a project or shell cost sheet
          • Enter data directly into a cell
          • Copy data from one column to another
          • View column properties
          • Change cost sheet currency
          • Expand or collapse CBS codes
          • View cost sheet cell details
          • Add Notes or Attachments to a Cell
          • Search for CBS codes (rows)
          • Edit cost sheet data
          • Save or view cost snapshots
          • Importing and Exporting Cost Sheet Data
          • Defining the budget
          • About budget and budget distribution
          • Open the Budget Distribution window
          • Distribute and lock the budget
          • Unlock the budget
          • Managing Project/Shell Cost Sheets and Properties
          • View or edit cost sheet properties
          • Working with Cost Sheet Forecasting
          • Working with Yet to Buy (YTB) and Allowance for Change (AFC) data sources
          • Working with Work Packages
          • Create a Work Package
          • Open a Work Package
          • Change Work Package Currency
          • View Work Package Properties
          • Export Work Package Data
          • Working with Worksheets
          • Create a worksheet
          • Open a worksheet
          • View or edit worksheet properties
          • Modify worksheet default view
          • Add a worksheet column to the cost sheet
          • Assign permissions to the worksheet
          • Import worksheet column details
          • Export worksheet details
          • Project or Shell Cost Sheet Log
            • Cost Sheet Log
            • Worksheet Log
            • Work Packages
        • Working with Company Cost Sheet
          • Opening Company Cost Sheet
          • Searching for Projects or Shells in Company Cost Sheet
          • Importing Company Cost Sheet Data
          • Exporting Company Cost Sheet Data
          • Adding a Column to Company Cost Sheet
          • Restricting a Column on the Company Cost Sheet
          • Changing the Properties of a Column on the Company Cost Sheet
          • Creating and Opening a Snapshot of the Company Cost Sheet
          • Accessing Project or Shell Cost Sheet from Company Cost Sheet
            • Project or Shell Cost Sheet Toolbar Options
            • Project or Shell Cost Sheet Columns
        • Working with the Program Cost Sheet
          • Open the program cost sheet
          • Search for project or shells (rows)
          • Export program cost sheet data
          • Import program cost sheet data
      • Schedules of Values (SOV) Sheet
        • Types of SOV Sheets
        • Creating an SOV Structure
        • Creating General Spends SOV Sheet
        • Creating Payment Applications SOV Sheet
        • Creating Summary Payment Applications SOV Sheet Structure
        • Granting Permissions to Other Users
        • Granting Permissions to Other Users (Standard View)
        • Project or Shell Level SOV Sheets (Standard View)
        • Managing SOV Structure, Templates, and Sheets
        • Adding or Deleting CBS Breakdowns on an SOV Sheet
        • Adding Breakdowns to SOV sheet by Importing
      • Funding Sheet
        • Company and project/shell funding
        • Commitment level funding
        • Company Funding Sheet, Project or Shell Funding Sheets, and Commitment Funding Sheets
        • Working with the Company Funding Sheet
          • Company Funding Sheet Log
          • About company funding sheet columns
          • About company funding sheet rows
          • Add currency amounts to company funds
          • Activate or deactivate company funds
          • Import or export Company funding sheet information
        • Working with Project or Shell Funding Sheets
          • Open a project or shell funding sheet
          • About project/shell funding sheet columns
          • About project/shell funding sheet rows
          • View Project/Shell funding sheet properties
          • About Project/Shell funding assignment options
          • View funding sheet cell details
          • View Audit Logs
        • Allocating Funds to a Project or Shell
          • Manually enter project/shell fund allocation amounts
          • Allocate funds through business processes
        • Assigning and Crediting Project/Shell Funds
          • View Unassigned Amounts
          • Manual and Automatic Fund Assignment
            • Manual Fund Assignment
            • Manual Fund Assignment at Funding Sheet Level
            • Automatic Fund Assignment
          • About Crediting Funds
          • About business processes enabled for funding
          • Manually assign or credit funds (unassigned funds)
          • Reassign project/shell funds from a business process record
        • Searching for Fund Codes
        • Creating and Applying Filters
          • Create and manage filters on a project/shell funding sheet
          • Apply a filter to limit the fund code display
        • Importing and Exporting Project/Shell Funding Sheet Information
          • Export funding sheet information
          • Import and export fund details
      • Commitment Funding Sheet
        • Working with Commitment Funding Sheets
          • Commitment Funding Sheets (Source, Structure, Permission)
          • Commitment Funding Sheet Window Log
          • Opening Commitment Funding Sheet for a Base Record BP
          • Opening a Base Record Business Process from Commitment Funding Sheet Log
          • Opening Commitment Funding Sheet for a Base Record BP (Classic View)
          • Creating, Viewing, and Editing a Commitment Funding Sheet Structure
          • Creating a Commitment Funding Sheet
          • About Commitment Funding Columns
            • Assignment Levels and Rules
            • Fund Assignment Details Per SOV Line Item
          • About Commitment Funding Sheet Rows
          • About Commitment Funding Assignment Options
          • Allocating Funds for Commitment Funding
            • Managing Commitment Funding Sheet Rows (Funds)
            • Allocating Fund Amounts to a Commitment Funding Sheet Row
          • Assigning and Crediting Commitment Level Funds
            • About Business Processes Enabled for Commitment Funding
            • Viewing Unassigned Amounts (Commitment Level)
            • Assigning or Crediting Unassigned Funds on the Commitment Funding Sheet
      • Earned Value
        • Working with Earned Value Sheets
          • About Earned Value Sheets
            • Display options
            • Views
            • Access earned value sheets
          • Open additional sheet views
          • View and work with worksheets
          • Change the Sheet Display Options
            • Effective Date and Display Periods in Generic Cost Manager
          • Add a column to the earned value sheet
          • Example earned value formulas
            • Cost Variance
            • Scheduled Variance
            • Cost Performance Index
            • Scheduled Performance Index (SPI)
            • Cost Schedule Index (CSI)
            • To Complete Performance Index (TCPI)
            • Variance at Completion (VAC)
          • Filter Earned Value sheets by CBS code
          • Filter Earned Value sheets by progress
          • Save a snapshot of the earned value sheet
          • Export earned value data
          • Refresh earned value sheets
          • Display Earned Value Data as a Graph
          • Creating and Managing Earned Value (EV) Sheets
            • Creating an EV Sheet
            • Defining EV Settings
            • Creating Custom EV Curves
            • Modifying EV Sheet Properties
            • Deleting EV Sheet
            • Setting Permissions on EV Sheet
      • Accounts Sheet
        • Working with Company Accounts Sheets
          • Open the accounts sheet
          • Activate or deactivate account codes
          • View or edit accounts sheet properties
      • Generic Cost Manager
        • Data Sources for Generic Cost Sheets
        • Opening Generic Cost Sheet
        • Viewing Data for Shells and Sub-shells in Generic Cost Sheet
        • Change the Timescale on a Generic Cost Sheet
        • Modify shell and base exchange rates for manual data entry
        • Export Generic Cost Sheet data
        • Import Generic Cost Sheet data
        • Working with Generic Cost Business Processes
          • View and edit the Commitment Summary
          • Drill down from the Commitment Summary to related BPs
      • Cost Manager (Standard)
      • Rules and Rule Exceptions
      • Cost Rules Impacting Cost Manager
      • P6, Cost Manager, and Cash Flow
    • Unifier Document Manager
      • Before you Begin Working with Document Manager
        • Downloading AutoVue Client Certificate
        • Launching AutoVue Web Start Client
      • About Ownership and Permissions
      • Using the Document Manager
      • Automatic Publishing of BP Records to the Document Manager
      • Enabling Document Manager-Generated Email Notification
      • Working with Project or Shell and Company Documents
      • Accessing Project or Shell Documents and Company Documents
      • Navigating Project or Shell Documents and Company Documents (Classic View)
      • Navigating Project or Shell Documents and Company Documents (Standard View)
      • Working with Document Logs (Classic View)
        • Documents Log or Company Documents Log Menu Bar (Classic View)
        • Documents Log or Company Documents Log Toolbar (Classic View)
        • Searching for a Document, Folder, or Shortcut (Classic View)
        • Display Folders by Project or Shell Phase (Standard View)
      • Working with Document Manager in Company and Project or Shell (Standard View)
        • Working with DM Log Views (Standard View)
        • Using the DM Log Tile View (Standard View)
        • Searching Content (Standard View)
        • Finding on Page (Standard View)
        • Sorting Columns (Standard View)
      • Creating and Managing Folders
        • View Folder Contents (Standard View)
        • About Locked Folder Structures
          • Locked Folder Structure (Standard View)
        • Create a Folder
          • Create a Folder in Project/Shell/Company Documents Node (Standard View)
          • Create Multiple Folders in the Same Parent Folder (Standard View)
        • Folder Properties Window (Standard View)
          • Folder Properties Window (Properties Tab)
          • Folder Properties Window (Permissions Tab)
          • Folder Properties Window (Audit LogTab)
          • Folder Properties Window (Options Tab)
        • View or Modify Folder Properties
          • View or Modify Folder Properties (Standard View)
        • View or Modify Folder Options (Standard View)
        • View, Add, or Modify Folder Permissions
          • View, Add, or Modify Folder Permissions (Standard View)
            • Add or Modify Multiple Folder Permissions (Standard View)
        • Copy a Folder
          • Copy a Folder (Standard View)
        • Move a Folder
          • Move a Folder (Standard View)
        • Rename a Folder (Standard View)
        • Delete a Folder
          • Delete a Folder (Standard View)
      • Creating and Managing Documents
        • View and Open Documents
          • View and Open Documents (Standard View)
        • Create an Empty Document
        • Create an Empty Document (Standard View)
        • Document Properties Window (Standard View)
          • Document Properties Window (Properties Tab)
          • Document Properties Window (Linked Records Tab)
          • Document Properties Window (Audit Log)
          • Document Properties Window (Permissions Log)
          • Document Properties Window (Options Log)
          • Document Properties Window (E-Sign Log)
        • View or Modify Document Properties
          • View or Modify Document Properties (Standard View)
        • View or Modify Document Permissions
          • View, Add, or Modify Document Permissions (Standard View)
            • Add or Modify Multiple Documents Permissions (Standard View)
        • Transferring Ownership (Standard View)
        • Copy a Document (Standard View)
        • Move a Document (Standard View)
        • Rename a Document (Standard View)
        • Delete a Document (Standard View)
        • Revising Documents
          • Viewing Previous Revisions (Standard View)
          • Restoring to a Previous Revision
          • Check-in and Check-Out Documents
          • Lock and Unlock Documents (Standard View)
        • Adding and Viewing Graphic Markups and Comments
          • Opening a Document to View Comments (Standard View)
          • Adding Markups, Comments, and File Attachments (Standard View)
          • Add a Comment to a Document in the Document Manager (Classic View)
          • Add a graphic markup to a document in the Document Manager (Classic View)
          • Attach files to a comment (Classic View)
          • View comments, markups, and file attachments on comments (Classic View)
        • Resolving Missing Reference Files (Reference Manager)
          • View Missing and Attached Reference Files (Standard View)
          • Manually Resolve Reference Files
          • Auto-Resolve Missing Reference Files
          • Copy or Move Reference Files (Classic View)
        • Send for E-Signature (Standard View)
          • Document Manager (DM) and E-Signature
          • Document Manager (DM) Filters
          • Document Manager (DM) Log
          • Linked Documents
      • Organize Folders
        • Organize Folders (Classic View)
      • Rename a Folder (Classic View)
      • Creating and Managing Shortcuts
        • Use Shortcuts
        • Create a Shortcut (Standard View)
        • View or Modify Shortcut Properties (Standard View)
        • Modify Shortcut Permissions (Standard View)
        • Copy a Shortcut (Standard View)
        • Move a Shortcut (Standard View)
        • Rename a Shortcut (Standard View)
        • Delete a Shortcut (Standard View)
        • Change the Shortcut Source (Standard View)
      • Favorites
        • Creating your Favorites List
        • Managing your Favorites List
        • Opening your Favorite File or Folder
      • Uploading Files
      • Downloading Documents and Folders
      • Importing and Exporting in Document Manager
        • Import a folder structure template (Standard View)
        • Import and Export Folders, Properties, and Empty Documents (Standard View)
      • The Recycle Bin
        • Restore deleted items (Standard View)
        • Delete items from the Recycle Bin (Standard View)
      • Index Reports (Standard View)
      • View Document Manager Audit log (Standard View)
      • Project or Shell Documents or Company Documents Attached to a Business Process
        • Launch a Business Process from the Document Manager
        • View Linked Business Process Records (Standard View)
        • View and print the business process audit log (Classic View)
      • Unpublished Documents
        • Unpublished Documents Log (Standard View)
        • Manually Add or Remove Projects To or From a Scenario
        • About Automatic Publishing of Documents
        • Open an unpublished document (Classic View)
        • Open a linked business process record (Classic View)
        • View unpublished document properties (Classic View)
        • View unpublished document comments (Classic View)
        • Download an unpublished document (Classic View)
        • Delete an unpublished document (Classic View)
        • Renaming an Unpublished Document (Classic View)
        • Search for an unpublished document (Classic View)
        • Publish a document to project or shell or Company Documents (Classic View)
    • Unifier Portfolio Manager
      • About Portfolio Budget Curves
      • View and Open Portfolios
        • Create or Modify a Portfolio
        • Sort a Portfolio Log
        • Find, Sort, and Delete a Portfolio
      • About Scenario Sheets (Classic View)
        • Open a Scenario Sheet (Classic View)
        • Monthly Breakdown of Actuals Values in Scenario Sheet (Classic View)
        • View a Scenario Sheet's Properties (Classic View)
        • Unlink or Link Projects (Classic View)
        • Edit Numbers on a Sheet (Classic View)
        • Drill Down to Project Data (Classic View)
        • Change Start Dates (Classic View)
        • Change Cash Flow Amounts (Classic View)
        • Edit Project Information (Classic View)
        • Hide or Show Columns (Classic View)
        • Filter the Scenario Sheet (Classic View)
        • Group the Data on a Scenario Sheet (Classic View)
        • Sort the Data on a Scenario Sheet (Classic View)
        • Create a New Scenario (Classic View)
        • Edit the Name of a Scenario Sheet (Classic View)
        • Copy a Scenario (Classic View)
        • Share a Scenario (Classic View)
        • Delete a Scenario (Classic View)
        • Approve a Scenario (Classic View)
        • Export the Scenarios to Excel (Classic View)
      • About Scenario Sheets (Standard View)
        • Open a Scenario Sheet (Standard View)
        • Monthly Breakdown of Actuals Values in Scenario Sheet (Standard View)
        • View a Scenario Sheet's Properties (Standard View)
        • Unlink or Link Projects (Standard View)
        • Edit Numbers on a Sheet (Standard View)
        • Drill Down to Project Data (Standard View)
        • Change Start Dates (Standard View)
        • Change Cash Flow Amounts (Standard View)
        • Create and Manage Views on a Scenario Sheet (Standard View)
        • Filter the Scenario Sheet (Standard View)
        • Group the Data on a Scenario Sheet (Standard View)
        • Sort the Data on a Scenario Sheet (Standard View)
        • Create a New Scenario (Standard View)
        • Edit the Name of a Scenario Sheet (Standard View)
        • Duplicate a Scenario (Standard View)
        • Share a Scenario (Standard View)
        • Remove a Scenario (Standard View)
        • Approve a Scenario (Standard View)
        • Export the Scenarios (Standard View)
      • Financial Period in Portfolio Manager
    • Unifier Planning Manager
      • About the Planning Manager
      • Access planning items and planning sheets
      • Access Planning Items from Master Log - Business Processes node
      • Planning Manager Item Log (Attributes)
      • Planning Manager Sheet Log
      • Create a Planning Item
      • Bulk Edit Planning Items from the Planning Manager Log
      • Delete Planning Items
      • Create a Planning Sheet
      • Copy a Planning Sheet
      • Open the Planning Sheet
      • Add and Manage Planning Sheet Rows
      • Add and Manage Planning Sheet Columns
      • Refresh a Planning Sheet
      • Modify Planning Items from a Planning Sheet
      • Grant Planning Sheet Permission
      • Understanding Reverse Auto-population
      • Print a Planning Manager Form
        • Print Options for Planning Manager Form
        • Printing Options - Custom Format
      • Planning Manager with Redesigned User Interface
    • Unifier Resource Manager
      • Using the Resource Manager
      • View roles
      • View resources
      • Edit your own resource properties
        • General Tab
        • Roles Tab
        • Skills Tab
        • Calendar Tab
        • Projects/Shells Tab
      • Working with Resource Sheets
        • View Resource Manager sheets
        • Allocations summary sheet
        • Resource allocation sheet
        • Booking summary sheet
        • Actuals summary sheet
        • Booking vs. Actuals summary sheet
        • Utilization summary sheet
        • Project level
        • Company level
        • Resource Availability sheet
        • View resource sheets
        • Filter Data on a Resource Sheet
        • Print resource sheets
        • Save and view resource sheet snapshots
      • Viewing and Configuring Resource Dashboards
        • About Resource dashboards
        • Configure the dashboard
        • Print the dashboard
      • About Resource Business Processes
        • Resource Booking business process
        • Timesheet business process
      • Understanding Reverse Auto-population
    • Unifier Schedule Manager
      • Schedule Sheet permissions
      • Create a Schedule Sheet
        • Schedule Sheet Properties General Tab
        • Gantt Chart tab of the Schedule Sheet Properties
        • Schedule Sheet Properties: Tracking Gantt Chart tab
        • Options Tab of the Schedule Sheet Properties
        • Schedule Tab of the Schedule Sheet Properties
        • Create a master schedule sheet
        • Open / Modify schedule sheet template properties
        • Changes that occur to copied and pasted activities
      • Add an activity to a schedule sheet
        • General tab of the Activity properties
        • CBS tab of the Activity properties
        • Resources tab of the Activity properties
        • Role-related Calculations
        • Dependencies tab of the Activity properties
      • Add a schedule Sheet column
        • Create a formula column in a schedule sheet
      • Working with Schedule Sheets
        • Schedule sheet toolbar
        • Using a Gantt Chart
        • Using a Tracking Gantt Chart
        • Find an activity
        • About activity-level editing restrictions
        • Restrict Access to Activity fields and columns
        • Use filters in a schedule sheet
        • Update rates and cost data
        • Constrain Schedule Sheet Activities
        • Add general comments (with or without file attachments)
        • Refreshing Schedule Sheet data
        • Print a Schedule Sheet
        • Schedule Manager audit log
        • Set Schedule Sheet Baselines
        • Lock or unlock the schedule sheet structure
        • Linked schedule sheets
        • Linked tags and Business Process fields
        • Search for schedule sheets
      • Program Schedule Sheets
        • Add a program schedule sheet column
      • Activity Sheets in Schedule Manager
        • Create an Activity Sheet
        • Update Multiple Activities
        • Undo Activity row changes
        • Update Activity Sheet Properties
        • Export Activity Sheets
        • Set up Activity Sheet Baselines
      • Activity Sheet (Integrated with an External Application) in Schedule Manager
        • Gateway and Unifier Provider
        • Data Mapping Templates
        • Business Flows
        • Synchronization
        • UDR, Data Views, and ER View
      • Using Schedule Sheets
      • Scope Management
        • Working with Schedule Sheets with Scope Management
          • Scope management and multiple calendars
          • Manage scope management properties
          • About scope management data elements
          • Set up scope management for activities
          • Completion Conditions
        • Launching Business Processes from Activities
          • Manually launch a business process
          • Remove the link between a business process and an activity
          • Update activity properties
        • Status Transitions and Activities
          • Automatic activity status transitions
          • Manual activity status transitions
        • About Launching or Removing Business Processes from Activities
          • Automatic launching of business processes
          • Manually launching business processes
          • Manually remove business process link
          • Automatic removal of business process link
        • About Activity Completion
          • Conditions for the automatic completion of activities
          • Conditions for the manual completion of activities
        • About Manual or Automatic Control of Individual Activities
          • Auto-update activity data on activity attributes
          • Rules for modifying the Auto-update Activity Data checkbox
          • System behavior when the Auto-update Activity Data checkbox is modified
        • Impact of Schedule Start Date
        • Calculation of Estimated Start and Finish Dates
        • Impact of Successor and Predecessor Activities on Launching and Completion of BPs
          • Finish-to-start (FS)
          • Start-to-start (SS)
          • Finish-to-finish (FF) and start-to-finish (SF)
      • Entering and Viewing Cost Data
      • Effects of multiple calendars
      • Project Progress Data Accumulation and Calculation
        • Terminology
        • Earned Progress and Earned Value
        • Add a progress filter for earned value to a column
        • Enter progress and earned progress information
        • Setting Up the Budget and Progress Method
          • Select the activity budget distribution profile
            • Incremental
            • Cumulative
          • Select the entry method for the % complete and earned progress
          • Select the calculation method for % complete
          • Select the calculation method for % earned
          • Select CBS codes filtered by workpackage (schedule sheet level only)
          • Lock the reporting and progress entry period (schedule sheet level only)
        • Entering Progress Data on the General and Resource Tabs of Activity Properties
        • Entering Progress in the Activity Progress Window
        • Export and Import Activity Progress data
        • Using the Activity Progress and Resource Progress Logs
      • Progress and Earned Progress Calculations
        • Independently Control % complete and Earned quantity
          • Method is Manual activity % complete and resource % complete
            • % Earned Calculation Method option is Manual activity % earned and resource % earned
            • % Earned Calculation Method option is Manual activity % earned - updates resource % earned
            • % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
            • % Earned Calculation Method option is Lead resource updates Activity and other resources
            • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
          • Method is Manual activity % complete - updates resource % complete
            • % Earned Calculation Method option is Manual activity % earned and resource % earned
            • % Earned Calculation Method option is Manual activity % earned - updates resource % earned
            • % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
            • % Earned Calculation Method option is Lead resource updates Activity and other resources
            • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
          • Method is Resource updates Activity - weighted avg. of resource hours
            • % Earned Calculation Method option is Manual activity % earned and resource % earned
            • % Earned Calculation Method option is Manual Activity % earned - updates resource % earned
            • % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
            • % Earned Calculation Method option is Lead resource updates Activity and other resources
            • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
          • Method is Resource updates Activity - weighted avg. of resource costs
            • % Earned Calculation Method option is Manual activity % earned and resource % earned
            • % Earned Calculation Method option is Manual activity % earned - updates resource % earned
            • % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
            • % Earned Calculation Method option is Lead resource updates Activity and other resources
            • % Earned Calculation Method option is Update Activity and all resources on activity start and finish
          • Method is Lead resource updates Activity and other resources
            • % Earned Calculation Method option is Lead resource updates Activity and other resources
        • Activity and resource % complete updates % earned
          • Method is Manual activity % complete and resource % complete
            • % Earned Calculation Method options are not available
          • Method is Manual activity % complete - updates resource % complete
            • % Earned Calculation Method options are not available
          • Method is Resource updates Activity - weighted avg. of resource hours
            • % Earned Calculation Method options are not available
          • Method is Resource updates Activity - weighted avg. of resource costs
            • % Earned Calculation Method options are not available
          • Method is Lead resource updates Activity and other resources
            • % Earned Calculation Method option is Lead resource updates Activity and other resources
        • Activity and resource % earned updates % complete
          • Method is Manual activity % earned and resource % earned
            • % Complete Calculation Method options are not available
          • Method is Manual activity % earned - updates resource % earned
            • % Complete Calculation Method options are not available
          • Method is Resource updates Activity - weighted avg. of resource costs
            • % Complete Calculation Method options are not available
          • Method is Lead resource updates Activity and other resources
            • % Complete Calculation Method options are not available
          • Method is Update Activity and all resources on start and finish
            • % Complete Calculation Method options are not available
      • Creating Schedule Manager Custom Calendars
        • About Calendars and Activities
        • Create a custom calendar in the schedule manager
      • Do not allow update of % complete and % earned
      • P6 Summary Sheets
      • Schedule Sheet Integration
      • Auto-Scheduling of Activities
    • Unifier Activity Manager
      • Activity Sheet Sub-Node: Activity Sheets Log and Manual Activity Sheet
        • Activity Sheets Log and Manual Activity Sheets
        • Activity Sheets Log (Toolbar Options)
        • Activity Sheets Log (Columns)
        • Activity Sheets Log (Manual Activity Sheet Gear Menu)
        • Activity Sheets Log (Manual Activity Sheet Properties Tabs)
      • Creating Manual Activity Sheet
        • Manual Activity Sheet Default
      • Importing Manual Activity Sheet
        • Import Activities (Microsoft Project)
      • Exporting Manual Activity Sheet to XML
      • Manual Activity Sheet Window
        • Manual Activity Sheet Toolbar Options
        • Manual Activity Sheet Gantt View
        • Manual Activity Sheet Columns
        • Manual Activity Sheet Tabs
          • Manual Activity Sheet Dependencies Tab
      • Bulk Assigning WBS Code to Different Activities
      • Link Activities (Adding Dependencies)
      • Manual Activity Sheet Gear Menu
      • Manual Activity Sheet Start Date, Finish Date, and Duration
      • Manual Activity Sheet and CSV Template
        • CSV Template for Activity Details
        • Using CSV Import to Update Activities
        • New and Existing Activities Through CSV Import
        • New "In Progress" and "Completed" Activities
        • Update Activities
        • Add Start Milestone Activity
        • Update Existing Activity (Not Started) to Start Milestone
        • Update Existing Activity (In Progress or Completed) to Start Milestone
      • Manual Activity Sheet Categories
      • Manual Activity Sheet (Schedule Types)
      • Manual Activity Sheet Dates
      • Activity Sheet User Defined Report (UDR)
      • Roll Up Activity Sheet to Cost Sheet
    • Unifier Space Manager
      • Accessing the Space Manager
      • Quick Calendar
      • Working with Levels (Standard View)
        • Levels Log Options (Standard View)
        • Creating a New Level Record (Standard View)
        • Exporting and Importing CSV Level Templates and Records (Standard View)
        • Opening Levels (Standard View)
        • Locating and Opening Space Records from Within a Level Record (Standard View)
        • Downloading a Drawing File to a Level Record (Standard View)
      • Working with Space Log (Standard View)
        • Opening Space Records (Standard View)
        • Space Log Options (Standard View)
        • Creating a New Space Record (Standard View)
        • Viewing a Space on a Drawing (Standard View)
      • Working with Levels Sheet (Standard View)
        • Levels Sheet Log Options (Standard View)
        • Creating a New Levels Sheet Record (Standard View)
        • Exporting and Importing CSV Files (Standard View)
      • Working with Stack Plans
        • Creating a Stack Plan
        • Viewing a Stack Plan
        • Modifying a Stack Plasn Display Mode
        • Printing a Stack Plan
      • Working with the uCAD Plugin
        • About the uCAD Plug-In
        • Installing the uCAD Plug-In
        • Configuring uCAD
        • About the Connections
        • Enabling Auto-Synchronization
      • Working in AutoCAD with the uCAD Plugin
        • Importing or Auto-Synchronizing Level and Space Forms
        • Setting Up an AutoCAD Drawing for Use with uCAD
        • Associating a Drawing File with a Level
        • Creating New Space Objects or Link Existing Spaces
        • Working with Space Objects in a Drawing
        • Working with Options Under Unifier Menu
      • Accessing User-Defined Reports (UDRs)
      • Working with Drawing Files
      • Print a Space Manager Form
        • Print Options for Space Manager Form
        • Printing Options - Custom Format
  • Copyright