Creating Project Scheduled Services

You can schedule services to run at intervals you choose on projects that you select. Available services include apply actuals, export, import, level, project checker, publish, schedule, summarize, and send to schedule sheet.

To create project scheduled services:

  1. Click Administration.
  2. On the Administration navigation bar, click Scheduled Services.
  3. On the Scheduled Services page, click Project.
  4. Click Add  and select the type of service to add.
  5. Enter a name for the new service.
  6. In the Project Settings detail window:
    1. Select  Add to add projects, EPS nodes, project code values, or portfolios to the Project table.

      Note You cannot select projects for Import Primavera XML services.

    2. Enter or select a value for every field.
  7. Select or clear the Enabled option to determine whether the service will run.
  8. Select Save.

Tip

You cannot schedule services for project templates.

Related Topics

About Project Scheduled Services

Configuring Project Scheduled Services

Project Scheduled Services Page

Project Settings Detail Window



Last Published Monday, October 13, 2025