Get Data is the only option available. Click Get Data to initiate the synchronization from the Master Rate Sheet node to fetch the global roles and resources data from P6. Currency and Rates are not imported on subsequent synchronizations. Only resource and role lists are updated. Rates can be modified in the Master Rate Sheet.
The main grid of the log displays the Master Rate Sheet. The log columns are as follows:
- Name: Master Rate Sheet
- Description: Master list of Resource and Role. Not editable.
- Last Updated: Date when sheet was last updated via synchronization or manually.
- Created By: The user who initiated the synchronization.
The gear menu (
) for the Master Rate Sheet are:
- Open: Select to open the Master Rate Sheet.
- Export CSV: Use the options to export Role or Resource Rates as CSV. This comprises the global list imported from P6. The structure includes the following information:
- Resource ID
- Resource Name
- Resource Type (Labor, Non-labor, Material)
- Status
- Effective From
- Price/Unit
- Update Data: Use the options to import the modified Role or Resource Rates CSV files in order to update role and resource rates.
Note: You cannot modify the name and status fields in the import file. The rest (ID, effective from date and price/unit) are all required fields.