Updating Shells - Schedule Manager Node, Schedule Sheets

If you have access to the Schedule Manager feature, which was deprecated starting with version 23.5, you can include the selected Schedule Sheets for the selected Shell template in the Configuration Package.

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template].
  3. In the left Navigator, select Schedule Manager, and then select Schedule Sheets.

Conditions for Updating a Schedule Sheets Setup Configuration Package

The first time that you packaged the Setup information, the Schedule Attribute and the Resource Assignment attribute designs must have been included in the package. Because the Schedule Manager and the corresponding attribute forms and sheets are deprecated, you cannot add new designs. You can only update existing ones.

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, the Cost Sheet must also be included in the configuration package. If cost sheet column does not exist, an error will be displayed.


Last Published Monday, October 13, 2025