Role and Resource Rates

In the Company Workspace (User mode), initiate the synchronization from the Master Rate Sheet node to fetch the global roles and resources data from P6.

Click Get Data to run the synchronization and create the Master Rate Sheet. The Master Rate Sheet fetches and stores global roles and resource data from P6. Effective dates and standard price/unit imported from P6 on first import can be modified in Unifier. Rates from the Master Rate Sheet are used in the Activity Sheet in a Unifier project for P6 resource loaded projects. See Master Rate Sheet for more information.

Note: Rates are not imported on subsequent synchronizations. Only resource and role lists are updated.

See Also

Configuring the Gateway Integration

Activity and Assignment Data

Prerequisites for Configuring the Gateway Integration



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Last Published Tuesday, April 27, 2021