Updating Shells - Schedule Manager Node, Schedule Sheets

Go to: Company Workspace > Admin mode > Templates > Shells > "Shell template" > Schedule Manager > Schedule Sheets

The selected Schedule Sheets in Schedule Manager, in the selected Shell template, will be included in the Configuration Package.

The Schedule Sheets can be created by using templates at the company-level.

Conditions for Creating a Schedule Sheets setup Configuration Package

The first time that you package the Setup information, then the Schedule Attribute and the Resource Assignment attribute designs must also be included in the package.

This means that the design must be included in the Configuration Package. If this check fails, then the package creation will result in an error.

For subsequent exports, check will be made to ensure that the design which uses the Data Element that is specifically used in the setup is present in the Published package. As long as this condition is met, the package creation will be successful. If not, the latest design will have to be included in the package.

Schedule Sheets Components in the Configuration Package

The system includes the following components of Schedule Sheets in the Configuration Package (.zip file):

Component

Field / Option

Schedule Sheet Properties/ General

All fields. Custom calendars should also be included in the Package.

Schedule Sheet Properties / Gantt Chart

All fields

Schedule Sheet Properties / Tracking Gantt

All fields

Schedule Sheet Properties / Options

All fields

Schedule Sheet Properties / Schedule

All fields

Schedule Sheet / Activities

No activity related information will be packaged, meaning no rows will be included.

<Schedule Sheet Name> / Scope Management Setup (Applicable for shell templates)

No Scope setup will be brought over since the scope is tied to an activity.

Schedule Sheet / Data Mapping

All fields. Dependency checks for inclusion of Schedule Attribute and Resource Assignment forms will be performed to see if the relevant designs are part of the package.

Schedule Sheet / Budget and Progress Setup

All applicable options

Schedule Sheet / Column

All columns defined in the sheet. If column definition is based on Cost Sheet definition, then the Cost Sheet must also be included in the configuration package. If cost sheet column does not exist, then an error will be displayed.


Last Published Thursday, December 14, 2023