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Setting Up Scope Management for Activities

Using existing project/shell-level schedule sheet templates, you can set up the following for each activity:

• Linked BP
• Responsible users or groups
• Due date
• Completion conditions

To set up Scope Management for an activity:

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.

   The Schedule Sheets log opens.

4. Select the template from the log, and select Open. The schedule sheet template opens.
5. To set up scope management for the template, use the instructions in the Unifier Managers User Guide on setting up scope management for activities.

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Last Published Monday, October 13, 2025