Schedule Impact

Creating a Schedule Impact

  1. Open the Schedule Impact tab and click the + Add Schedule Impact button. This opens the New Schedule Impact window.

    A screenshot of a schedule impact

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  2. Complete the fields as follows:

  3. Company

    Select the company which will use this schedule impact in issue creation. If Schedule Impact is set to Global in configuration, this field will be hidden.

    Code

    Enter a code for the schedule impact. This is for internal use only.

    Description

    Enter a description of the schedule impact. This is the text that will appear in the lookup list.

    Order

    Enter a number to dictate where this schedule impact will appear in the lookup list. Order number 1 means it will be at the top of the list, order number 2 means it will be the second option down and so on.

    Access to Days

    If you tick this box, a field will appear for the user to enter the number of days the schedule will be held back by when they select this schedule impact.

    Active

    Tick this box to make this an active schedule impact. If you do not tick this box, users will not be able to select this schedule impact when managing issues.

    All Templates

    Select whether you want this schedule impact to initially be marked as In Use or Not in Use when it is pushed to the relevant contract templates. If it is marked as Not in Use by a contract template, and the contract template override is activated for schedule impact, users will not be able to select this schedule impact when managing issues linked to contracts using that template. Note that if the schedule impact is not active, it is locked to Not in Use.

    All Contracts

    Select whether you want this schedule impact to initially be marked as In Use or Not in Use when it is pushed to the relevant contracts. If it is marked as Not in Use for a contract, and the contract level override is activated for schedule impact, users will not be able to select this schedule impact when managing issues linked to that contract. Note that if the schedule impact is not active, it is locked to Not in Use.

  1. Click to save the cost impact.

Editing a Schedule Impact

Inline editing is enabled within the grid for every field except Company.

Deleting a Schedule Impact

  1. To delete a schedule impact, click the trash can iconin the Actions column. You will receive a confirmation popup asking if you are sure.

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  2. Click to confirm.