Link a Template to a Shell Schedule Sheet

  1. On the Schedule Sheet log, select the schedule sheet template that you want to link.

    This template must have been enabled for linking. (See Enable and Disable Schedule Sheet Linking.)

  2. Choose View > Linked Schedule Sheets.

    The Linked Schedule Sheets window opens, listing the schedule sheets that are currently linked to the template.

  3. Click Add. The Add Schedule Sheets window opens.

    This window lists Active and On-Hold projects or shells and the corresponding active schedule sheets for those projects or shells.

  4. Select one or more schedule sheets and click Select. You will receive a confirmation message that the data in the newly linked sheet will be modified when the update is completed using the link between the template and the sheet.

    When you link a schedule sheet to the template, Unifier:

    • Deletes the existing data on the project/shell schedule sheet, including all activities, columns and cell data
    • Retains the schedule sheet properties, including the Schedule Start Date
  5. To link the sheets, click OK.
  6. When you are finished adding linked sheets, click Close Window.

Last Published Monday, August 28, 2023