General tab

Activity properties tabs

The Activity Properties window has four tabs. Directions for each tab follow.

General tab

The General tab shows fields from the schedule sheet. The fields may vary depending upon how the designer created the schedule sheet attribute form. The table below shows mandatory fields.

In this field:	Do this:
Activity ID	The Activity ID reflects the list order of activities on the schedule sheet. This field is automatically populated and can change if activities are added or removed.
Activity name	The activity name reflects the activity on the schedule sheet. This is an editable field; any changes in the attribute form will show up on the schedule sheet.
Start Date	Enter or edit the date an activity will start. role-related calculation
Finish Date	Enter or edit the date an activity will end. Any changes to the finish date, either in Activity Properties or directly in a schedule sheet column, will trigger Primavera Unifier to recalculate the role amount of the role assigned to the activity. This helps you understand the cost impact of a schedule change.
Task Duration	The task duration is automatically calculated from the start and finish dates. If you enter a value that is larger than the difference between the start and finish dates, then the duration is re-calculated from the start date.

WBS Codes tab

Here you can link a WBS code to an activity, which makes the activity available for cash flow analysis.

To add a WBS code

Click the Add button located on the bottom left of the window. The Add WBS Code window opens.

Select a WBS code from the WBS code picker. The WBS Item automatically populates based on the WBS code selection.

Add a value for Split Percent. Oracle Primavera highly recommends using 100%.

To remove a WBS code

Select the WBS code you want to remove.

Click the Remove button located on the bottom left of the window.

Resource tab

Here you can assign resources and roles to an activity using the Schedule Sheet Resource Assignment form the designer created in Primavera uDesigner. Before you begin, be sure your administrator defined resources and roles in the company-level Resource Manager.

To add or edit a resource

Click the Add button located on the bottom left of the window. The Resource Assignment window opens.

The default Resource Type selection is Hardbooked, which associates a resource with an activity; in effect, allocating a resource rather than a role. Hardbooked resource costs roll up to the total activity cost as a labor cost. See Booking summary sheet.

You can change the resource type to Work, Material, or Cost, which are non-hardbooked resource types. If the form contains a role data picker, you can associate a role with the non-hardbooked resource type; in effect, allocating a role rather than the resource. Role costs roll up to the non-labor cost of the activity.

Complete editable fields as required.

Role-related calculations

Activity role rate: For the activity role rate calculation, Primavera Unifier takes into account the effective date of the current role rate and the active currency exchange rate. If the activity role rate changes, because for example the role changes or the cost of the role changes, Primavera Unifier recalculates the activity role rate.

Activity role amount: Primavera Unifier takes the activity role rate, as of its effective date, and multiplies it by the activity duration, and considers the exchange rate between the project and transaction currency, as defined in the Exchange Rates table. For example, if the role rate changes during the activity duration, Primavera Unifier accounts for those changes in its calculations.

Role amount recalculation: Any changes to start and finish dates, duration, predecessor activities, constraints, available days (via the calendar), and activity levels (indent or out-dent) can trigger Primavera Unifier to recalculate the activity role amount. You can see the effect of activity role rate changes in cash flow distribution.

Primavera Unifier calculates all values on a daily basis and add up all amounts.

Activity amount: An activity can have more than one role, each with its own costs. Primavera Unifier tallies the role amounts for an activity and displays the activity amount in cash flow, provided the activity is associated with at least one WBS code.

Dependencies tab

Here you can add dependencies between the current activity and other activities from the schedule sheet. You can select another activity on the schedule sheet, determine the relationship, (e.g. Finish to Start, Start to Finish, Start to Start, or Finish to Finish), and add a Lag. Changing a dependency can potentially prompt Primavera Unifier to recalculate the role amount provided a role is assigned and any of the following change: start and finish dates, duration, predecessor activities, constraints, available days (via the calendar), and activity levels (indent or outdent).

Note: Primavera Unifier disregards predecessor/successor dependency relationships when you manually start an activity, even if auto-control is set to On in the schedule sheet properties.

To add or edit a dependency

Click the Add button located on the bottom left of the window. The Add Dependency window opens.

In the Activity Name field, select the activity to make dependent upon the current activity.

In the Relationship field, select from Finish to Start, Start to Finish, Start to Start, or Finish to Finish.

In the Lag field, enter the number of days for a lag between the selected activity and the current activity.

To remove a dependency

Select the dependency to remove.

Click the Remove button located on the bottom left of the window.

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