The following is a summary of steps that you must perform for EV Analysis:
- Begin by setting up integration parameters in Gateway, P6 and Unifier.
- In Company Workspace (Admin mode), use the two new synchronizations in Unifier Gateway node to import P6 activities, assignments, and rates for EV analysis.
- In Company Workspace (User mode), initiate the synchronizations from the company-level Master Rate Sheet node to fetch the global roles and resources data from P6.
- In Shell Details, Integration tab, select the Link Multiple P6 Projects check box and add P6 projects.
Notes:
- The same P6 project cannot be mapped to other Unifier shells. The one-many relationship is unique for EVM functionality.
- The Unifier company currency and P6 base currency must be the same.
- In the Shell (User mode), the Activity Manager module is available to store an activity sheet and shell-level rate, WBS, and OBS sheets.
- Initiate synchronizations in the Activity Sheets log to get:
- The activities and assignments data from the linked P6 projects.
- In the Rate Sheet node, create rate sheets, if shell-specific rates are required. This creates a shell-level Rate Sheet with roles and resources that will be used in the shell.
- Initiate synchronizations in the Activity Sheets log to get:
- In the Shell (User mode):
In the Earned Value Analysis node (Earned Value Manager > Earned Value Analysis), perform earned value analysis corresponding to an activity sheet.
- Activity sheet data (WBS, CBS, and all projects) is consolidated, rolled up, and displayed in summary tables in an EV scenario.
- Earned value analysis can be generated directly for cost loaded projects, with Unifier Rate Sheet.
- For resource loaded projects, resource and role rates must be present before analyzing earned value and other matrices.
- Duration based projects are ignored because they do not have cost data.
- In the Company Workspace and Shell, the related areas in Unifier include all permissions, reporting, and Configuration Package Management modules.
Note: Only the Cost-loaded and Resource-loaded projects are used for EV analysis. Although it can be included in an Activity Sheet, a duration-based project cannot be used for Earned Value Analysis.