Maintaining a Schedule Sheet and Updating Its Properties

Each schedule sheet has its own set of properties, which you can use to control schedule sheet behavior.

The system separates Schedule Sheet Properties into five tabs. Each tab has a distinct purpose.

The General tab is where you can define basic schedule information, for example, Schedule Sheet Name, and Start Date.
The Gantt Chart tab is where you can define what you want to see in the visual representation of the sheet, for example, common choices are Activity Name, Start Date, and Finish Date.
The Tracking Gantt tab is where you can set up comparisons of activities, for example, you can compare Actual Start Date with the originally planned Start Date.
The Options tab is where you can set up how you want the system to update activity status and progress requirements.
The Schedule tab is where you set the schedule sheet refresh schedule.

You can have any number of schedule sheets in a project/shell. You can designate one sheet as a master schedule sheet, which appears in bold in the log. The master schedule sheet drives the activity start and finish dates, and allows you to assign resources to activities. You can use it to track progress and resource assignment information to other modules in the system.

Note: You may want to set up the schedule sheet before selecting it as the master sheet. After you select the sheet as the master sheet, it cannot be deselected.

To update a project/shell schedule sheet:

Go to the shell tab, and switch to User mode.
In the left Navigator, select Schedule Manager, and then select Schedule Sheets.
In the Schedule Sheets log, select the applicable sheet, and select Properties.
Use the information provided in the following subtopics to make the applicable changes.

In This Section

Updating the General Tab for Schedule Sheet Properties

Updating the Gantt Chart Tab for Schedule Sheet Properties

Updating the Tracking Gantt Chart Tab for Schedule Sheet Properties

Updating the Options Tab for Schedule Sheet Properties

Updating the Schedule Tab for Schedule Sheet Properties

Using Import to Update a Schedule Sheet

Setting a Schedule Sheet as the Master Schedule Sheet

Changes that occur to copied and pasted activities

Last Published Thursday, October 9, 2025