Unifier enables you to set a series of rate rules that should be applied when certain conditions are met in a project by way of the Master Rate Sheet.
In P6, users can assign a role, or resource, to an activity under the assignments tab of an activity for any project. The rates (Price/Unit) for assigned roles and resources are managed at global level in P6, which can then be used in a project while doing the costing (calculating Present Value, Earned Value, etc.) of the project depending on the rate source (resource, role or override) corresponding to that assignment in an activity.
A Master Rate Sheet is created after the first P6-Unifier integration via Gateway. It fetches and stores global roles and resource data (and their corresponding rates) from P6.
Subsequent synchronizations will update roles and resources but not the rates. By default, the rates present in the Master Rate Sheet are used across all the resources and roles present in the activity sheets across all shells unless you assign a shell-level rate sheet to the Activity Sheet in that shell.
There is no support to export data from the Master Rate Sheet in Unifier to P6 in the multiple mapping paradigm.
The sheet stores all the changes made across all the resources and roles present in it manually or by way of synchronization.
The P6 synchronization for Resource rates and Role rates can result one of the following scenarios:
Scenario One:
P6 Resource currency = P6 Project currency = Unifier Company currency
No changes required
Scenario Two:
P6 Resource currency <> P6 Project currency = Unifier Company currency
The value against any resource rate from P6 comes in P6 company currency, even if the resource currency is different. As a result, while synchronizing with P6, the value coming from P6 as resource rate will be converted to the respective amount in the resource currency.
The exchange rate for doing this will be fetched from the Standards and Libraries with unifier company currency as the base currency.
If there is no exchange rate, then by default Unifier uses zero as the exchange rate. The converted resource rate will be stored in the Master Rate Sheet for an effective date.
If there are multiple rates with different effective dates, then Unifier uses the exchange rate applicable at that effective for conversion.
Scenario Three:
P6 Resource currency = P6 Project currency = <> Unifier Company currency
The currency object between P6 and Unifier will be mapped in Gateway to get the P6 Project currency. Once, Unifier receives the P6 project currency, Unifier treats it as explained in Scenario Two, by applying the exchange rate to individual resources.
Scenario Four:
P6 Resource currency <> P6 Project currency <> Unifier Company currency
Unifier implements the process indicated in Scenario Three; thereby, converting all the resource rates in unifier company currency.
If the resource rate currency is different from the P6 project currency, then Unifier applies the process indicated in Scenario Two to handle this scenario (Scenario Four).
Note: While creating a shell-level rate sheet Unifier keeps the currencies that are being used in the Company Workspace because that is where the currency is going to be used by a resource.