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Function documentationMaster Agreements Schedule Settings Locate this document in the navigation structure

 

The Settings tab provides a single location to enter and edit much of the event information in the Setup View and Dependency View.

To see the Settings tab, choose Add on the Schedule page.

On the Settings tab, you can:

  • Enter and edit basic information about the event

  • Enter and edit event type and dependency information under Type

  • Enter and edit information under Reminders

Features

Field Help for Master Agreements Schedule Settings Tab

Function

Description

Name

Enter a name for the event. This is a required field.

Description

Enter a description of the event.

Publish to Project

If there is a project associated with this master agreement, select this box to publish this event to the project.

Type

Field

Description

Event Type

Select one of the following:

  • Select Task with a duration of for an event with a time duration. Enter the duration in the text box.

  • Select Milestone for an event that occurs on a selected date.

Start Date

Select one of the following:

  • Select Fixed at for an event with a fixed start date.

  • Select Depends on Event for an event that depends on another event, and then do the following:

  1. choose the Add button in the dependency table.

  2. Select the dependency from the Event dropdown list.

  3. Select whether the dependency is on the start or end of the event from the Depends On dropdown list.

  4. Enter any offset days in the Additional Offset field. For example, if the event will start two days after the dependency event occurs, enter 2 in this field.

Owner

Select one of the following as the owner of this event:

  • Select Specific User and use the dropdown function to select a user other than the document owner.

  • Select Document Owner to choose the document owner.

Reminders

Function

Description

Publish to Calendar

Select this box to publish this event to the Calendar channel on the Workbench.

Reminder Rules

To send a reminder for this event, fill in the following fields:

Send reminder: Select this box and enter the number of days before the event to send the reminder.

Collaborators: Select to send the event reminder to all document collaborators.

Individual: Select to send the event reminder to a specific user, and use the dropdown function to select the user.