There are two types of rate sheets in Unifier:
- Master Rate Sheet (company level)
- Rate Sheet (shell level)
Note: No calculations are needed for a cost loaded schedule in Unifier. The Earned Value Analysis module directly uses the data imported from P6.
A Rate Sheet is a subset of the Master Rate Sheet in a shell. You can create one or more rate sheets to assign rates to all or selected projects in the Activity Sheet of a shell. The rate sheets retrieve the resources and roles from the activity sheet of that shell and attain the corresponding rates from the Master Rate Sheet.
Note: 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.
A rate sheet provides the rates for the roles and resources assigned to activities of resource loaded schedules. This is required to perform costing and subsequent earned value analysis in Unifier. You can have multiple rate sheets. These rate sheets are listed in the Rate Sheets node log.
The Rate Sheet (at Project/Shell) log does not show any record at the shell level. When you use the Rate Sheet for the first time, you have to create a subset of the Master Rate Sheet by clicking on the Create option. The Create option can be used subsequently to create a rate sheet directly from Master Rate Sheet.
You can define the rate breakdowns manually by using a formula to establish rates based on other cost types. When you edit the cell Price/Unit, you can click the formula icon to open the formula window. When you select the formula, Unifier displays the formula builder. The left-hand pane displays the rate breakdowns defined for the rate that you have selected. You can select more than one breakdown and add a formula.
The Rate Sheet node log contains a list of rate sheets listed in the Rate Sheets log window.
You have the following options for a rate sheet at shell level (in the Rate Sheet):
- Create
If you click Create, then Unifier creates a rate sheet, with the required activity sheet as the list of roles and resources, and gets the corresponding rates from the Master Rate Sheet, automatically.
- Copy
You can select a rate sheet from the log at shell level (Rate Sheet) and click Copy. In this scenario, Unifier does not check the roles and resources list in activity sheet and just creates a copy of the rate sheet selected with user entered name through a window.
Note: To view Rate Sheet, you must have appropriate permissions.
There are some minor differences in the log layout for rate sheet between Master Rate Sheet (at Company Workspace) and Rate Sheet (at Project/Shell).