Create PPM Scheduled Items

Create Scheduled Items to automatically run defined actions.

This functionality is only available after you apply the mApp Solution.

Create the following PPM Scheduled Items:

  • Weekly Timesheet Reports
  • Delete Unused Timesheets
  • Update Resource Time Bookings
  • Resource Time Cleanup

Weekly Timesheet Reports

To create weekly timesheet reports:

  1. Open the Scheduled Items Manager and select the Add button.
  2. On the General page, enter the name and description.
  3. On the Schedule page, select the Recurring option.
  4. Set Scheduled Time and Recurrence.

    We recommend running this Scheduled Item during the earliest time slot available at the beginning of the work week.

  5. On the Action page, select One-Step from the Action drop-down list.
  6. Next to the One-Step drop-down list, select the ellipsis to open the One-Step™ Action Manager.
  7. Select PPM Resource from the Association drop-down list.
  8. Select the Create Weekly TimesheetsOne-Step Action and select OK.
  9. (Optional) Configure any necessary settings on the Error Handling page and select Save.

Delete Unused Timesheets

To delete unused timesheets:

  1. Follow Steps 1 - 3 above.
  2. Set Scheduled Time and Recurrence.

    We recommend running this Scheduled Item monthly

  3. On the Action page, select One-Step under the Action drop-down list.
  4. Next to the One-Step drop-down list, select the ellipsis to open the One-Step Action Manager.
  5. Select PPM Timesheet from the Association drop-down list.
  6. Select the Blueprint folder under the One-Step Actions file tree.
  7. Select the Delete Old TimesheetsOne-Step Action and select OK.
  8. (Optional) Configure any necessary settings on the Error Handling page and select Save.

Update Resource Time Bookings

To update resource time bookings:

  1. Follow Steps 1 - 3 under Weekly Timesheet Reports above.
  2. Set Scheduled Time and Recurrence.

    We recommend running this Scheduled Item as frequently as needed or every hour.

  3. On the Action page, select One-Step under the Action drop-down list.
  4. Next to the One-Step drop-down list, select the ellipsis to open the One-Step Action Manager.
  5. Select PPM Resource Time from the Association drop-down list.
  6. Select the Blueprint folder under the One-Step Actions file tree.
  7. Select the Update Resource Time BookingsOne-Step Action and select OK.
  8. (Optional) Configure any necessary settings on the Error Handling page and select Save.

Resource Time Cleanup

To perform resource time cleanup:

  1. Follow Steps 1 - 3 under Weekly Timesheet Reports above.
  2. Set Scheduled Time and Recurrence.

    We recommend running this Scheduled Item weekly or bi-weekly.

  3. On the Action page, select One-Step under the Action drop-down list.
  4. Next to the One-Step drop-down list, select the ellipsis to open the One-Step Action Manager.
  5. Select PPM Resource Time from the Association drop-down list.
  6. Select the Blueprint folder under the One-Step Actions file tree
  7. Select the Resource Time CleanupOne-Step Action.
  8. (Optional) Configure any necessary settings on the Error Handling page and select Save.