Activity Sheets Log - Activity Sheet Window

The Get Data synchronization that created the activity sheet also populates the activity sheet with the:

Scheduling data (activities along with assignments and spread data) from the P6 projects mapped to the current shell in the Integration tab.
Role and resource rates data from the Master Rate Sheet for the mapped projects.
Note: Subsequent updates of CBS Code, Role Rate, and Resource Rate in P6 will not trigger the update of the CBS Code (in the Activity Sheet) and Role Rate and Resource Rate (in the Master Rate Sheet) in Unifier. This is to prevent data in Unifier to be overridden by updates in P6.

Go to the shell (User mode) > Activity Manager module > Activity Sheet node to open the Activity Sheets log which lists the activity sheets. You can also double-click to open the activity sheet.

Each activity sheet has a gear menu () that can be used to:

Open
To open the Activity Sheet from the log. Alternatively, you can highlight a row, right-click, and use the Open option.
Copy
Also available by using right-click on the activity sheet. To create a new activity sheet by copying all of the activities, schedules, associated WBS, and assignments (in future). The default name of the Activity Sheet will be 'Copy of <Activity Sheet Name>'. This gear menu () option will not be seen if you select multiple activity sheets or for the System Activity Sheet.
Permissions
To assign Edit, View, and Modify permissions to other users for the selected activity sheets. The functionality supported is same as assigning permissions to non Workflow BPs.

When you open an activity sheet, the Activity Sheet log window opens.

The Activity Sheet log window contains the full log. By default, the left grid displays the current schedule for the first project (displayed in the Project field) as a flat and alphabetically organized list of the project activities and attributes.

The Activity Sheet log window right-hand pane displays the following tabs:

General
Assignments
Audit Log

You can use the toolbar options in the Activity Sheet log window to:

Assign a rate sheet to the project
View, create, edit, and manage log views
Filter by project
Switch between schedule types (current or baseline) of the project

The following explains each toolbar option:

Actions	The Actions drop-down list has the following options: Permissions This option is not applicable to the System Activity Sheet. This option is available when you select a single or multiple activity sheets (manual or custom). The functionality is the same as when the Permissions option is selected using the gear menu () option. You can assign permissions to multiple activity sheets that are created manually from the log. his includes the sheets created using import from MPP or P6 XML files. Export CSV To export information from the tabs in a CSV (Comma Separated Value) file. Select the Activities option to export the WBS and activity attributes data in the General tab. Select the Assignments option to export the assignment information in the Assignments tab. Select the Audit Log option to export the activity-related events in the Audit Log tab. Audit Log option (in Export CSV) exports the project-related events which also consists of Activity-related events. The Audit Log option is not the same as Audit Log tab. The Audit log tab is specific only to the selected Activity-related events. Update Data Use the options to export the activities and assignments column structure in CSV templates, and then import the modified templates to make changes in editable fields. Select the Activities, Export CSV Template option to export the activity attributes data in the sheet. Select the Activities, Import CSV Template option to import the modified CSV file and update activity data in the sheet. Select the Assignments, Export CSV Template option to export the assignments data in the sheet. Select the Assignments, Import CSV Template option to import the modified CSV file and update assignment data in the sheet. Assign CBS To assign CBS to multiple activities at a time.
View	The View option enables you to switch between default and custom log views. The View drop-down list has the following options: All The default option displays all columns in the log. Create New View Use this option to create a custom view. Custom views appear in the View list. Manage Views Use this option to reorder, show/hide views, and delete custom views.
Refresh	When a different rate sheet is assigned to roles and resources or when recost is performed, values in the sheet are not automatically updated. Click Refresh to display updated data in the fields.
Edit View	Select or Hide columns, apply filters, group and sort by available fields. Save custom views. In the Columns tab, add/remove/reorder columns in the default view. You can save as a custom view. In the Filter tab, add conditions to filter the results of a column. In the Group By tab, create or modify groups using column elements. For example, activity status. In the Sort By tab, define the sorting order (Ascending or Descending) of columns.
Search	To search for related items in the database. You can filter the data based on cost type and rate type.
Find on Page	To filter results displayed on the screen. In any column, begin typing in the field below the header to trigger results.

Below the toolbar options, the following options are available:

Project	Enable you to select a project and display the project activities on the Activity Sheet log window., and the tabs on the right-hand pane are dynamically updated with the corresponding items
Switch to Baseline Project	A P6 project can be a current schedule project or a baseline schedule project. This is a toggle key that provides access to the current or baseline project types.

To view the Activity Spread for an activity sheet:

Select an activity in the Activity Sheet log window.
Click the gear menu () and select View Activity Spread to open the Activity Spread window.
Select your options from the following fields to display the results on the Activity Spread window.
- Type
- Frequency
- Cost Type
- Rate Type

To assign CBS to an activity sheet:

Select an activity in the Activity Sheet log window.
Click the gear menu () and select Assign CBS to open the Assign CBS window (cost code picker).
Click the drop-down arrow to select the CBS Code from the list.
Click the select icon (next to the drop-down arrow) to open the CBS Picker log window.
Click to select one or multiple CBS codes from the list and click Select to return to the Assign CBS window.
Click to select the Apply to all Assignments in the Activity. This enables you to apply the cost code to only the activity or all assignments of the activity.
Click OK.

The Activity Sheet log window has the following columns, in the default layout:

Activity ID
Activity Name
Activity Status
Activity Type
Activity % Complete
Actual Start
Actual Finish
Actual Duration
Actual Total Cost
At Completion Duration
At Completion Total Cost
Planned Start
Planned Finish
Planned Duration
Planned Total Cost
Start
Finish
Remaining Early Finish
Remaining Early Start
Remaining Duration
WBS Code
WBS Name
WBS Path
Remaining Total Cost
Primary Constraint
Secondary Constraint
Note: Use can change the default by creating and managing custom views in the View drop-down list.

The Activity Sheet log window displays the activity sheet properties on the right-hand pane within the following tabs:

General
Assignments
Audit Log

Tip: Click the expand icon, in the right pane, to better view the tab details.

The following explains each tab in details. Each tab provides information corresponding to activity attributes, assignments, and events respectively:

The General tab displays the attributes for the selected activity in groups:

WBS Attributes
Activity Attributes (General)
Activity Attributes (Schedule)
Activity Attributes (Units)
Activity Attributes (Cost)
Activity Attributes (Earned Value)

See Attributes for details.

The Assignments tab displays the resources and roles assigned to the activity selected in the main grid. The layout displays the following columns:

Resource Name
Role Name
Rate Source
CBS Code
Planned Units
Actual Units
Remaining Units
At Completion Units
Price per Unit
Planned Cost
Actual Cost
Remaining Cost
At Completion Cost

Assign Price/Unit

To override the price or unit. The Planning and Actuals will be fetched from corresponding Rate Sheet or Overridden Price/Unit from override action. Whenever a different Rate is assigned to a Resource, system will display the following alert message: Perform Recost to see updated costs.

The gear menu () in the Assignments tab are:

View Spread
Assign CBS
Assign Rate Source

Select View Spread to view the spread of costs or units for a role or resource assignment in a separate pop-up window.

The gear menu () in the Assignments tab vary depending on the project type. There is only one option for Cost-loaded and Schedule-based projects:

View Assignment Spread

The following options are available for the Resource-loaded projects:

View Assignment Spread
Assign CBS
Assign Rate Source

In the Type list, select Cost or Units. Column headings change accordingly.

In the Frequency list, change the granularity level of the spread to Week, Month, or Year.

In the Assignment Spread dialog, view values in the following columns:

Period Start
Planned Cost (or Units)
Actual Cost (or Units)
At Completion Cost (or Units)
Remaining Cost (or Units)

Use this option to assign a CBS code to a resource and/or role. Select Assign CBS and select a code in the CBS field, and then click OK.

Select Assign Rate Source to assign a rate source to an assignment.

The Rate Source drop-down list has the following options:

Resource (default)
Role
Override

Select an option.

Unifier updates the rates for price/unit of each assignment after retrieving them from the corresponding source fields in the rate sheets as follows:

If the rate source is Resource, the data is fetched from the Resource Rate Sheet.
If the rate source is Role, the data is fetched from the Role Rate Sheet.
If the rate source is Override, the Price/Unit data is not refreshed.
In this case, you must manually specify the value. To do so, click Rate Source and follow the prompts. The Assign Rate Source is only applicable for Resource-loaded projects.
- Select Override and click OK.
- The gear menu () displays an additional option for Override. Click the gear menu () and select Assign Price/Unit.
- Modify the existing rate and click OK.