Setting up the Schedule Manager
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 User Mode.
In This Section
Additional Options for Setting Up the Schedule Manager
Importing an Activity Attribute Form
Create Schedule Sheet Templates
Grant Schedule Manager Permissions to Users
Updating Schedule Sheet Properties from Templates
Update Schedule Sheet Activities from Templates
Permissions for the System WBS Sheet
Last Published Saturday, July 13, 2024