Create a schedule using the New Schedule wizard

You can create a new schedule either by selecting the default Schedule business object type and defining the schedule using the default properties in Teamcenter or by creating a new business object type specifically designed for your system and defining custom schedules based on this business object type.

Procedure

Open New Schedule Wizard using either of these steps:

• In My Teamcenter, select a folder and choose File→New→Schedule. If you do not select anything, Teamcenter creates the schedule in the Newstuff folder by default.
• Launch Schedule Manager and choose File→New→Schedule.

The first page of New Schedule appears. The listed business object types include a basic definition called Schedule and all custom business object types that have been created for your system.

Select the desired schedule business object type from the Most Recently Used or the Complete List list.

Selecting Schedule results in the display of the standard Schedule Manager New Schedule wizard pages, while selecting any other business object type opens a customized page that allows you to set custom values.

Schedule Manager creates the new schedule; it appears under the folder that was active when you chose File→New→Schedule. You can move the schedule from the current folder to another folder.

Note: Schedule Manager does not support cloning of schedules.

After selecting a business type object, select one of these options:

• Click Next to specify options for the new schedule.
• Click Finish to finish creating the schedule using the default Teamcenter options. This option is only available if the schedule is named.
• Click Close to end schedule creation.

Create a schedule using the Schedule business object type

When you create a new schedule based on the Schedule business object type, Teamcenter displays the options set by default on the Object Create Information page. (You can change these settings later using the schedule's Properties dialog box.)

Note: The options for a schedule based on a custom business object type are different from those given here, as are the appearance and order of the items on Object Create Information. For information about custom options on your system, contact your manager.

Schedule Manager displays these options:

Procedure

1. Enter Name, which is a required element, and click Assign to add a system-generated Schedule ID.
2. Add a Description, the Customer and Customer Number.
3. Click Schedule Options to review default options. Change as desired.

Schedule Options fields

Is Schedule Template Setting this option to True causes Teamcenter to activate Use an existing Schedule template for this new Schedule on the Schedule Information page.

Published Specifies this schedule is published. All users can see any published, public schedule. By default, this option is selected.

Only the owner of a schedule can publish or unpublish a schedule using the Schedule Properties dialog box. To deny access to the schedule to other users, keep it unpublished. Publish it when you are ready for others to view or edit it.

Publishing a schedule is controlled by the Published option in the Properties dialog box. Access it by right-clicking a schedule and selecting Edit→Properties, selecting View schedule properties and OK. Unpublish the schedule by deselecting View schedule properties.

Note: Certain functions, such as the schedule calendar, cannot be changed after a schedule is published. If changes to the schedule are necessary, unpublish the schedule, make changes, and then republish the schedule.

Are notifications enabled Specifies that notifications are sent when specific triggers occur within a schedule. By default, this option is selected.

Use Finish Date Scheduling Specifies finish-date-based scheduling. The default selection is determined by the SM_SCHEDULING_ENGINE_DATE preference.

If you select this option, Teamcenter uses finish-based scheduling. This means you create your tasks from the finish date backward rather than the start date forward. The following rules apply:

• As a manager creates tasks and defines dependencies, tasks move earlier in the schedule.
• The Gantt chart allows changing task duration by dragging the start of a task.

Enable Execution Override Allows users to make execution data updates if this check box is selected and the SM_PREVENTION_OVERRIDE preference is set to Schedule Based (the default setting). If SM_PREVENTION_OVERRIDE is set to another value, this check box is ignored and execution data updates follow these rules:

• If SM_PREVENTION_OVERRIDE is set to ALWAYS_ON, execution data updates are always allowed even if the Enable Execution Override check box is not selected.
• If SM_PREVENTION_OVERRIDE is set to ALWAYS_OFF, execution data updates are prevented for the states specified by the SM_PREVENT_UPDATE_STATES preference even if the Enable Execution Override check box is selected. Execution data updates are allowed for the states not specified by SM_PREVENT_UPDATE_STATES.

Is Schedule Public Specifies the schedule is public. All users, including users who are not assigned to a schedule, can see any public, published schedule.

Is Percent Linked If you select this option:

• If you change the work completed, the percentage completed changes to equal the percent of scheduled work completed.
• If you change the percentage completed, the work completed changes to equal the scheduled work multiplied by the percentage completed.

If this option is not selected, there is no correlation between work completed and percentage completed.

Are Dates Linked If you select this option, the planned schedule dates and actual schedule dates are linked as follows:

• Changing the actual start or finish date changes the scheduled start or finish date.
• Changing the scheduled start or finish date does not change the actual start or finish date, respectively.
• The Gantt chart always reflects the scheduled start and finish dates, not the actual start and finish dates.

If this option is selected, the dates default to the scheduled date regardless of how the system is configured. If this option is not selected, the actual start and finish dates are set to the configured default (either today or scheduled) set up by the system administrator. You can also set this option with the SM_SCHEDULE_DATE_LINKED_TO_ACTUAL preference.

After reviewing default options and updating any that need changing, select one of these options:

• Click Back to return to Business Object Type.
• Click Next to specify the use of an existing template.
• Click Finish to finish creating this schedule.
• Click Close to end schedule creation.

Define schedule information

On the Schedule Information page, you can customize details for the use of an existing template for the new schedule.

Note: All OOTB and custom properties defined in the schedule template will be carried over to the new schedule. If a property is already defined in the template, the value cannot be overridden during schedule creation, even if the field is editable. Any user specified value for a property controlled by the template will not be copied into the new schedule — the template value for the property will be enforced. Properties not defined in the template can be set or overridden by the user during schedule creation.

Procedure

1. Select Use an existing Schedule template for this new Schedule to activate the settings here. You also must select this if the new schedule is based on the default Schedule but will use an existing work breakdown structure.
2. Select Background Copy to create the schedule in the background to increase system performance. Teamcenter sends you an email when the system has finished creating the schedule.

   Note: The system does not place the schedule in your Newstuff folder — you must use Search to locate it.

3. Select the schedule template or master schedule template you are basing the new schedule on from the Schedule Template list.

   Note: When creating a schedule from a template, the template serves as the authoritative source for property values. A master schedule template is a schedule template that contains one or more subschedule templates. When you create a schedule from a master schedule template, all tasks from the subtemplates are copied into the new schedule; however, no references to the subtemplates or the master template are included.

4. Specify date and time parameters:
   • Click the Start Date calendar and select the start date and time for the schedule calendar. You can set the date, hour, and minutes. If you base your schedule on the start date, you create your tasks from the start date forward.
   • Click the Finish Date calendar and select the finish date and time for the schedule calendar. If you base your schedule on the finish date, you build your tasks from the finish date backward.

   Note: All tasks and milestones for the schedule must fall within the start and finish dates. After the schedule is created, you can change the start and finish dates using the Properties dialog box.

5. Specify the time zone the schedule uses by default using Time Zone.

To proceed, select one of these options: Back, Next (define WBS format), Finish, or Close.

Assign project page

Associates this schedule to a security-level project, which are entities that correlate groups of users with the data associated with a given project or subset of a project. Project-level security is defined by your system administrator.

Procedure

1. Select a project from the Available Project list and click >.
2. Select Back, Next, Finish, or Close.

Define the work breakdown schedule on the WBS format page

You can specify the work breakdown structure for the schedule using the settings on this page. The work breakdown structure is a structure of codes applied to a schedule's tree structure for reference and control purposes. These options are available whenever Use an existing Schedule template for this new Schedule is set to True on Schedule Information.

Procedure

1. Enter the desired code format in Format.
2. Specify the value for the first occurrence of the code in Initial Value and click Define.
3. Select Back, Finish, or Close.