Scheduling a Custom Periodic Update Task

To schedule a custom periodic update task for portfolios:

1. In Windows, choose Start > Programs > Primavera Portfolio Management> Schedule Primavera Portfolio Management Tasks.

   The Schedule Task Login dialog box appears.

   Note:

   In scaled-out configurations, you can schedule a task only on the back-end server.

2. Enter your user name and password.

   The Schedule Tasks dialog box appears.

3. Select Custom Periodic Update (Portfolios) in the Task list and select Add / Edit.

   The Custom Periodic Update dialog box appears.

4. Select Add and select tasks to update in the Task field.

   A maximum of 10 tasks can be scheduled for an update. Once created, a custom periodic update can never be deleted. It can only be edited.

5. Select when the next update is scheduled to run in the Next Run field.
6. Optionally, if you want to schedule a task to run multiple times each day:
   1. Click Set Daily Schedule.
   2. Set the time you want the first run of the task to start, then click "" to add it to the list.
   3. Repeat step 6b until you have added your required schedule times to the list.

      Note:

      You can define up to six run times per day. To remove a previously configured run time from the list, click ""
7. Select how often each task needs to be updated in the Frequency field.
8. Select Close.