Refresh Schedule Sheet Data

A schedule sheet refresh updates cost data associated with the schedule sheet. During the refresh, Unifier recalculate dates, activity role rates, and costs if there were any changes to the schedule sheet, such as copying rows into the sheet. Alternatively, you can set up a schedule to automatically refresh the sheet data.

Note: A scheduled refresh can fail if (1) an activity has more than one CBS code, or (2) a cost sheet column to which a schedule sheet column is associated is deleted from the cost sheet.

To manually refresh schedule sheet templates

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Schedule Sheets in the left Navigator.

    Schedule sheet templates that require refreshing are shown on the Schedule Sheet log with a refresh icon:

  3. Select a template and click the Refresh button.

To set up a refresh schedule

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Shells > [shell type] > [shell template] > Schedule Manager > Schedule Sheets.
  3. On the Schedule Sheets log, select one or more schedule sheet templates.
  4. Choose Refresh > Set Frequency.
  5. Select the Enable scheduled refresh checkbox.
  6. Select the Frequency and the Range of Recurrence.
  7. Click OK.

Manual Schedule of Activities

When auto-scheduling is disabled, you will be able to manually determine the schedule of activities, if desired. You can do this by refreshing it through manual Schedule refresh, Cost and Schedule refresh or enabling Schedule refresh.

When you refresh the schedule, the entire schedule sheet will be re-scheduled, according to the latest dates entered in the Activity Property.

When auto-scheduling is disabled, user will be able to manually determine the schedule of activities, if desired. This can be done by refreshing it through manual Schedule refresh, Cost and Schedule refresh, or enabling Schedule refresh.

When you refresh the schedule, the entire schedule sheet will be re-scheduled, according to the latest dates entered in the Activity Property.

See Also

Setting up the Schedule Manager

Additional Options for Setting Up the Schedule Manager

Importing an Activity Attribute Form

Create Schedule Sheet Templates

Deleting Schedule Sheets

Grant Schedule Manager Permissions to Users

Updating Schedule Sheet Properties from Templates

Update Schedule Sheet Activities from Templates

Importing Schedule Files

Scope Management Setup

About activity-level editing

Permissions for the System WBS Sheet


Last Published Saturday, July 13, 2024