Design Requirements for the Schedule Manager

For the Schedule Manager to work effectively in Unifier, you will need to create the following components in uDesigner:

Activity Attribute form	Describes information about each activity on the schedule, including its start and end dates. The information from this attribute form appears in Unifier in the Activity Properties window. The attribute form appears on the General tab when the user adds an activity to the schedule. Also appears on the Activity picker on project-level business processes where users must choose an activity from the master schedule sheet.
Resource Assignment Attribute Form	Describes information about resources for an activity. These resources are represented by Resource Types. This form appears on the Resource tab in the Activity Properties window, and is imported only if the user is going to assign resources by Resource Type instead of using hard booked individual named resources.
Log for the manager	Lists the schedules currently in use in Unifier. Allows users to choose the schedule sheet they want to work with.

Activity Attribute form

Describes information about each activity on the schedule, including its start and end dates. The information from this attribute form appears in Unifier in the Activity Properties window. The attribute form appears on the General tab when the user adds an activity to the schedule. Also appears on the Activity picker on project-level business processes where users must choose an activity from the master schedule sheet.

Resource Assignment Attribute Form

Describes information about resources for an activity. These resources are represented by Resource Types. This form appears on the Resource tab in the Activity Properties window, and is imported only if the user is going to assign resources by Resource Type instead of using hard booked individual named resources.

Log for the manager

Lists the schedules currently in use in Unifier. Allows users to choose the schedule sheet they want to work with.

Design Flow

The following table outlines the design steps to take to launch the manager and create a schedule activity.

1. Create a data structure (if necessary).	(Optional) Create tags to work with uDesigner's linked elements feature to connect schedule sheet activities with business processes, shells, spaces, and configurable manager objects. Tagged elements make it possible for a user to view key activity dates, such as milestones, on forms without having to open the schedule activity sheet. See Creating a Data Structure.
2. Launch the manager.	See Launching a Manager.
3. Create an Activity Attribute Form. See the instructions beginning with Starting an Attribute or Detail Form for a Manager.	Mandatory fields for the attribute form are: Activity name (uuu_activity_name) Milestone activity (uuu_flag_milestone) Activity ID (uuu_activity_id Start Date (uuu_start) Finish Date (uuu_finish) Task Duration (uuu_duration) To accommodate any activities on which users want to enter or view cost data associated with a schedule sheet, and track the latest date of progress, these fields are mandatory: Activity Cost 1 - uuu_act_cost1 Activity Cost 2 - uuu_act_cost2 Activity Total Cost 1Per CBS - uuu_act_tot_cost1_per_CBS Activity Total Cost 2Per CBS - uuu_act_tot_cost2_per_CBS Activity Latest Progress As Of - uuu_act_latest_prog_as_of Note: If the Activity Cost 1 data element is added to a form, the corresponding Activity Total Cost 1 Per CBS data element must also be added to the form; if the Activity Cost 2 data element is added to a form, the corresponding Activity Total Cost 2 Per CBS data element must also be added to the form. Note: You can also add data elements that are based on the SYS Project Cost Data Source data definition. To accommodate any activities that may become part of a "scope management" schedule, these fields are also mandatory: "On/Off switch" to trigger automatic launching of scope management schedule and BPs (uuu_auto_update_activity) Actual start date (uuu_actual_start_date) Actual finish date (uuu_actual_finish_date) Actual duration (uuu_actual_duration) Activity status (uuu_activity_status) Hyperlink to the BP auto-created by the scope management function (record_no) Status of auto-created BP (uuu_linked_record_status) To accommodate any activities that may become part of the detailed progress calculation (including earned progress, if needed), these fields are also mandatory: uuu_activity_earn_progress uuu_activity_earn_amt Forecast 1 Start—uuu_activity_fc_start_1 Forecast 1 Finish—uuu_activity_fc_finish_1 Forecast 1 Duration—uuu_activity_fc_duration_1 Forecast 2 Start—uuu_activity_fc_start_2 Forecast 2 Finish—uuu_activity_fc_finish_2 Forecast 2 Duration—uuu_activity_fc_duration_2 uuu_activity_etc_amount Activity Percent 1—uuu_activity_per_1 To accommodate the display of a CBS code associated with an activity in a column, this field is mandatory: CBS Codes—uuu_activity_CBS_codes If you want to add a Calendar drop-down menu to the form, to allow users to select a calendar to apply to a specific activity, this field is mandatory: Calendar—uuu_activity_calendar If you are using an Activity Attribute form designed in uDesigner to manage activities, this data element must be added to the form if you want users to be able to select calendars. If you are not using a designed Activity Attribute form (that is, you are using the default form provided), this data element is automatically included on the default form. If you want a add a filtered group drop-down menu to the form to allow users to enforce group activity-level editing permissions on certain restricted cells in the schedule sheet, this field is mandatory: uuu_filtered_groups
4. Create a Resource Assignment Attribute Form. See the instructions beginning with Adding Blocks to the Attribute Form and also Adding Fields to the Form.	Mandatory fields for the attribute form are: Resource Picker—uuu_resc_picker Resource Name—uuu_resc_name Resource Code—uuu_resc_code Resource Type—uuu_resc_type uuu_role_name Quantity (Qty)—uuu_resc_assign_qty uuu_resc_assign_uom uuu_resc_assign_rate uuu_resc_assign_amt uuu_resc_assign_untper uuu_resc_assign_compl_per Baseline Quantity—uuu_resc_assign_qty_bl Baseline UOM—uuu_resc_assign_uom_bl Baseline Rate—uuu_resc_assign_rate_bl Baseline Amount—uuu_resc_assign_amt_bl Baseline% Units—uuu_resc_assign_untper_bl Optional fields for the Resource Assignment attribute form are: Earned Progress—uuu_resc_assign_earn_prog Earned Amount—uuu_resc_assign_earn_amt Progress Quantity—uuu_resc_assign_prog_qty uuu_resc_assign_etc_qty ETC Amount—uuu_resc_assign_etc_amt Resource Percent 1—uuu_resc_assign_per_1 Role Amount - uuu_role_amt Note: In addition to Baseline data element listed above, you can also add Baseline 1 to 10 data elements to the Resource Assignment Attribute form.
5. Create a log for the manager.	See Designing a Log for a Manager.
6. Design the BPs that should be launched by an activity. (Optional; only for Scope Management)	Starting a New Design Designing a Form Designing a Workflow Designing a Log for a Business Process

1. Create a data structure (if necessary).

(Optional) Create tags to work with uDesigner's linked elements feature to connect schedule sheet activities with business processes, shells, spaces, and configurable manager objects. Tagged elements make it possible for a user to view key activity dates, such as milestones, on forms without having to open the schedule activity sheet.

See Creating a Data Structure.

2. Launch the manager.

See Launching a Manager.

3. Create an Activity Attribute Form.

See the instructions beginning with Starting an Attribute or Detail Form for a Manager.

Mandatory fields for the attribute form are:

Activity name (uuu_activity_name)

Milestone activity (uuu_flag_milestone)

Activity ID (uuu_activity_id

Start Date (uuu_start)

Finish Date (uuu_finish)

Task Duration (uuu_duration)

To accommodate any activities on which users want to enter or view cost data associated with a schedule sheet, and track the latest date of progress, these fields are mandatory:

Activity Cost 1 - uuu_act_cost1

Activity Cost 2 - uuu_act_cost2

Activity Total Cost 1Per CBS - uuu_act_tot_cost1_per_CBS

Activity Total Cost 2Per CBS - uuu_act_tot_cost2_per_CBS

Activity Latest Progress As Of - uuu_act_latest_prog_as_of

Note: If the Activity Cost 1 data element is added to a form, the corresponding Activity Total Cost 1 Per CBS data element must also be added to the form; if the Activity Cost 2 data element is added to a form, the corresponding Activity Total Cost 2 Per CBS data element must also be added to the form.

Note: You can also add data elements that are based on the SYS Project Cost Data Source data definition.

To accommodate any activities that may become part of a "scope management" schedule, these fields are also mandatory:

"On/Off switch" to trigger automatic launching of scope management schedule and BPs (uuu_auto_update_activity)

Actual start date (uuu_actual_start_date)

Actual finish date (uuu_actual_finish_date)

Actual duration (uuu_actual_duration)

Activity status (uuu_activity_status)

Hyperlink to the BP auto-created by the scope management function (record_no)

Status of auto-created BP (uuu_linked_record_status)

To accommodate any activities that may become part of the detailed progress calculation (including earned progress, if needed), these fields are also mandatory:

uuu_activity_earn_progress

uuu_activity_earn_amt

Forecast 1 Start—uuu_activity_fc_start_1

Forecast 1 Finish—uuu_activity_fc_finish_1

Forecast 1 Duration—uuu_activity_fc_duration_1

Forecast 2 Start—uuu_activity_fc_start_2

Forecast 2 Finish—uuu_activity_fc_finish_2

Forecast 2 Duration—uuu_activity_fc_duration_2

uuu_activity_etc_amount

Activity Percent 1—uuu_activity_per_1

To accommodate the display of a CBS code associated with an activity in a column, this field is mandatory:

CBS Codes—uuu_activity_CBS_codes

If you want to add a Calendar drop-down menu to the form, to allow users to select a calendar to apply to a specific activity, this field is mandatory:

Calendar—uuu_activity_calendar

If you are using an Activity Attribute form designed in uDesigner to manage activities, this data element must be added to the form if you want users to be able to select calendars. If you are not using a designed Activity Attribute form (that is, you are using the default form provided), this data element is automatically included on the default form.

If you want a add a filtered group drop-down menu to the form to allow users to enforce group activity-level editing permissions on certain restricted cells in the schedule sheet, this field is mandatory:

uuu_filtered_groups

4. Create a Resource Assignment Attribute Form.

See the instructions beginning with Adding Blocks to the Attribute Form and also Adding Fields to the Form.

Mandatory fields for the attribute form are:

Resource Picker—uuu_resc_picker

Resource Name—uuu_resc_name

Resource Code—uuu_resc_code

Resource Type—uuu_resc_type

uuu_role_name

Quantity (Qty)—uuu_resc_assign_qty

uuu_resc_assign_uom

uuu_resc_assign_rate

uuu_resc_assign_amt

uuu_resc_assign_untper

uuu_resc_assign_compl_per

Baseline Quantity—uuu_resc_assign_qty_bl

Baseline UOM—uuu_resc_assign_uom_bl

Baseline Rate—uuu_resc_assign_rate_bl

Baseline Amount—uuu_resc_assign_amt_bl

Baseline% Units—uuu_resc_assign_untper_bl

Optional fields for the Resource Assignment attribute form are:

Earned Progress—uuu_resc_assign_earn_prog

Earned Amount—uuu_resc_assign_earn_amt

Progress Quantity—uuu_resc_assign_prog_qty

uuu_resc_assign_etc_qty

ETC Amount—uuu_resc_assign_etc_amt

Resource Percent 1—uuu_resc_assign_per_1

Role Amount - uuu_role_amt

Note: In addition to Baseline data element listed above, you can also add Baseline 1 to 10 data elements to the Resource Assignment Attribute form.

5. Create a log for the manager.

See Designing a Log for a Manager.

6. Design the BPs that should be launched by an activity.

(Optional; only for Scope Management)

Starting a New Design

Designing a Form

Designing a Workflow

Designing a Log for a Business Process

Last Published Monday, June 3, 2024