In the Design Engineering project settings, a new Schedule tab replaces the Dates tab to manage schedule settings.
You can select from one of the following options:
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Enable schedule integration — Select to integrate with Schedule and use schedule-based dates from the schedule activities, and not manual dates. When Enable schedule integration is turned ON, the Schedule project is automatically synced. You can then associate schedule activities to scope items in the Scope Items dialog box. The Refresh schedule option is available to sync the project’s schedules when needed; however, newly added schedules show in Design automatically. You can also turn ON the Enable baseline schedule mapping option to allow for Baseline Schedule activities to be associated to scope items.
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Enable manual date entry — Select to use manual dates, instead of Schedule dates. This option is inherited from the previous Dates tab to manually enter dates.
In Date level, selecting Scope item allows for activities to be mapped to a scope item. Selecting Scope item / Milestone allows for activities to be mapped to a scope item’s milestone.
Map schedules
When Schedule integration is enabled, you can map schedules to your project by clicking the Map schedules icon on the Scope Items page.
When a schedule is mapped, any changes to the Schedule activity data are automatically synced in your project. Automatically syncing Schedule activities reduces the need for manual entry, preventing duplicate date updates on scope items.
In the Map schedules dialog box, you can map a schedule for Baseline and Current schedule in the Mapped schedule column.
Scope item Schedule section
After schedules are mapped to your project, you can associate schedule activities with the scope item in the scope item’s Schedule section. You can select from the following:
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Baseline — Associate baseline activities in the Baseline activity ID column. This option is available when the baseline project setting is enabled.
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Current — Associate current activities in the Current activity ID column.
The schedule activity start and end dates are populated automatically. You can also import activity associations from the scope item import template.
You can view the synced Schedule data in new dates and activity columns in the following areas, so you can validate that project information is consistent across the Engineering module:
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Scope Items page
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WBS page
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Work packages page
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Documents page