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Creating Activity Sheet Templates

Activity Sheets are used at the Program level to give program managers visibility into their activity data, and give them the ability to manage these activities across projects and shells. They are available in the Schedule Manager at the Program level.

Program managers can use an activity sheet to view, edit, and update a large amount of activity data across projects and shells. Activity codes are mapped to activities in the Activity Sheet, and the data for the Activity Sheet is gathered only from the projects’ Master Schedule Sheets. Project names form the rows of the activity sheet; the activity codes and other data from the master sheets form the columns and sub-columns of the sheet.

Users cannot create Activity Sheets; they are available only from templates that you create.

Create an Activity Sheet template

To create an Activity Sheet template

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Templates > Activity Sheets in the left Navigator. The Activity Sheets template log opens.
3 Click New. The Activities Sheet properties window opens.
4 Use the information in the following table to complete the fields on the General tab.

 

In this field

Do this

Title

Enter a title for the template. This is used as the template identifier and must be unique. (up to 120 characters)

Description

Enter an optional description. (up to 400 characters)

Status

When you are ready to make the template active and available for use, click Active. The default is Active.
5 Click Apply, then click the Activity Codes tab.

On this tab, you add the rows of activities you want to see on the Activity Sheet. The rows in the sheets that are created from this template will list the projects and shells related to the activity codes you specify on this tab.

6 Click the Add button to add activity rows.

Unifier adds an empty row to the window.

7 In the Activity Code column, double-click the cell. The cell becomes editable.
8 Click the down arrow and select the activity for the row.
9 To change the order of the activity rows, select a row and use the Move Up (Left) or Move Down (Right) buttons to move the activity.
10 Click Apply, then click the Data Elements tab.

On this tab, you specify the columns you want on the Activity Sheet.

11 Click the Add button to add a row for the field. Unifier adds an empty row to the window.
12 In the Data Elements column, double-click the cell. The cell becomes editable.
13 Click the down arrow and select the field you want to display as a column on the sheet.

 

Activities can be affected by calendar selection, if there are multiple calendars implemented. You can include a Calendar column on the activity sheet, and this column will allow users to select a company level or a project/shell calendar per activity (custom calendars are not available). When activities are updated through the Activity Sheet, Unifier considers the calendar in use for the activity. The Start Dates, Finish Dates and Durations can be affected by the calendar used for an activity.

 

14 To change the order of the fields, select a row and use the Move Up (Left) or Move Down (Right) buttons to move the field.
15 Use the Editable checkbox to designate which data elements will be editable on the Activity Sheet.

Only one of Start Date, Finish Date, or Duration elements in a group of elements can be made Editable (the other two elements of the group, if added, are not selectable).

The following elements are always read-only, and cannot be marked as editable:

• Actual Start/Finish/Duration
• Auto-update Activity checkbox
• Milestone checkbox
• Activity Code
• Activity Status
• Baseline elements
16 If you want Unifier to automatically adjust the start and finish dates to reflect a negative lag, select the Allow negative lag to accommodate specified Start/Finish Dates checkbox.

For example, lag could be adjusted to a negative value automatically to accommodate manual entries if an activity cannot be normally moved as a result of an existing dependency or lag. This could occur if:

• The Finish Date on Activity 2 is updated to be pulled in by five days
• The Start Date cannot move to be earlier due to predecessor Activity 1
• In this case, you can make the lag negative by five days to allow the Start Date to move earlier and keep the duration constant

In another example, the Finish Date on Activity 2 is moved up by five days.

• The Start Date can be moved earlier only by two days due to predecessor Activity 1
• In this case, we can make the lag negative by 3 days (-5+2=-3) to allow the Start Date to move earlier and keep the duration constant
17 Click the Move Up (Left) or Move Down (Right) buttons to change the sorting order of the columns.
18 Click OK. The new Activity Sheet template is available in the log.

 

 

 

 

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