Updating a CBS type shell
In a CBS type shell, when a non-EVM user opens the shell details (My Dashboard ... > Details), the non-EVM user can click the Integration tab to add only one P6-related project (click the plus sign symbol: Add Project ID). If there is an Activity Sheet available, and the user decides to add a schedule for the project, then Unifier will display a message informing the user that the existing schedule in the Activity Sheet will be replaced with the added schedule for project. If the user selects Yes, then the new schedule will be included in the Integration tab and the Add External Project ID option becomes disabled.
Use the gear menu to delete the added, or existing, schedule for project.
Once non-EVM user add a new schedule for project and clicks Save, the shell dashboard page opens and displays the new schedule project information in the Details block. This enables the non-EVM user to proceed with the data synchronization.
To synchronize data:
- Click the EVM node to expand (from the left Navigator).
- Click Activity Sheet sub-node. The Activity Sheets log window opens.
- Click the Get Data icon. The Get Data window opens.
- Click inside the Project field and add the schedule for project.
- From the Activity Sheets log window (on the right-hand panel), click the History tab, and click the Refresh icon.
- From the Activity Sheets log window (on the left-hand panel), click the activity sheet to open it.
The Activity Sheet log window lists all of the activities for the added schedule for project.
Similar to an EVM user, a non-EVM user can use the following tabs of the Activity Sheet log window (on the right-hand panel) to see more information:
- General
- Assignments
- Audit Log
The non-EVM user can click on the Assignments tab, click on the gear menu of resource, and perform the following:
- View Assignment Spread
- Assign CBS
- Assign Rate Source
The non-EVM user can click on an activity (in the Activity Sheet log window) and select the following options:
- View Activity Spread
- Assign CBS
The non-EVM user cannot add a column to the WBS Sheet (WBS Sheet sub-node, from the left Navigator). The same limitation (inability to add column) applies to the Cost Sheet (Financial Reporting node > Cost Sheet sub-node, from the left Navigator).
Creating a CBS type shell
When creating a new CBS type shell (Company Workspace (Admin mode) > Company Sponsored Shells > Projects), a non-EVM user can use the Integration tab to add a single source project ID (click Add).