Refreshing Schedule Sheet Data

A schedule sheet refresh updates cost data associated with the existing schedule sheet. During the refresh, the system recalculates dates, activity role rates, and costs if there were any changes to the schedule sheet, such as copying rows into the sheet. Alternatively, you can set up a schedule to refresh the sheet data automatically.

Note: A scheduled refresh can fail if (1) an activity has more than one CBS code, or (2) a cost sheet column to which a schedule sheet column is associated is deleted from the cost sheet.

To refresh schedule sheet templates manually:

Go to the Company Workspace tab, and switch to Admin mode.
In the left Navigator, select Templates, and then select Schedule Sheets.
Schedule sheet templates that require refreshing are shown on the Schedule Templates log.
Select a template.
From the toolbar, select Refresh .

To set up a refresh schedule:

Go to the Company Workspace tab, and switch to Admin mode.
In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template].
In the left Navigator, select Schedule Manager, and then select Schedule Sheets.
On the Schedule Sheets log, select one or more schedule sheet templates.
Choose Refresh, and then select Set Frequency.
Select the Enable scheduled refresh checkbox.
Select the Frequency and the Range of Recurrence.
Select OK.

Manual Schedule of Activities

When auto-scheduling is disabled, you can manually determine the schedule of activities, if desired. You can do this by refreshing it through manual Schedule refresh or Cost and Schedule refresh or by enabling Schedule refresh.

When you refresh the schedule, the entire schedule sheet is re-scheduled, according to the latest dates entered in the Activity Property.

Manual Schedule of Activities

See Also