Generating a schedule

  1. Select Scheduling > Multi-view Scheduler > Schedule Template > Generate Schedule.
  2. On the Unit tab, specify this information:
    Unit
    Select a unit to generate a schedule. To select multiple units, select the check box for each unit.
    Include Sub Units
    Select this check box to include subunits associated with the selected units. Selecting multiple units automatically disables the Include Sub Units check box.
    Calendar-based generation
    Select this check box to generate schedules based on calendar dates instead of always starting from Day 1 of the selected template.

    When selected, template days are aligned with actual calendar dates based on the template’s effective start date, ensuring accurate results for mid-template and date-specific schedules. Otherwise, generation always starts from Day 1.

    Generation Dates
    To set the schedule time period, select a value in the Schedule Period field or manually specify the dates in the Start & End Dates field.
    If you select a value in the Schedule Period field, you can allocate only one schedule to a process at a time.
    Note: To display all available schedule periods, including the current date, the selected units must have the same schedule period.
  3. Click Next.
  4. On the Templates tab, perform one of these options: