Working with Schedule Sheets

Working with schedule sheets entails, for example:

In the open schedule sheet, you can view activities and columns in the left pane and view the Gantt chart in the right pane. You can move the split screen bar to the left or right as needed. Scroll bars are available on the bottom of the sheet.

For more information about Activity Sheets and Schedule Sheets, see Activity Manager and—if you have access to the Earned Value Manager feature—refer to the Unifier Earned Value Management User Guide.

To open a project/shell schedule sheet:

  1. Go to the project/shell tab where the schedule sheet resides and switch to User mode.
  2. In the left Navigator, select Schedule Manager, and then select Schedule Sheets.

    The Schedule Sheets log opens.

    • The log lists all active schedule sheets. To view all active and inactive sheets, click the View menu and choose All.
    • The Refresh icon indicates whether you must refresh a schedule sheet to display the latest data. The refresh icon is not displayed for schedule sheets that are Inactive or are in a view-only project/shell.
  3. Double-click a schedule sheet in the log to open the sheet.

    If the sheet requires a refresh of the data, you will be asked if you want to refresh the sheet. Click OK to refresh the sheet or No to close the sheet without refreshing the data.

  4. Select the sheet in the log and click Open, or double-click the sheet. The schedule sheet opens.

In This Section

Schedule sheet toolbar

Using a Gantt Chart

Using a Tracking Gantt Chart

Find an activity

About activity-level editing restrictions

Restrict Access to Activity fields and columns

Use filters in a schedule sheet

Update rates and cost data

Constrain Schedule Sheet Activities

Add general comments (with or without file attachments)

Refreshing Schedule Sheet data

Print a Schedule Sheet

Schedule Manager audit log

Set Schedule Sheet Baselines

Lock or unlock the schedule sheet structure

Linked schedule sheets

Linked tags and Business Process fields

Search for schedule sheets



Last Published Wednesday, July 2, 2025