Accessing a WBS Sheet

To open a WBS sheet or WBS worksheet (window) form the WBS Sheet node log window click to open the gear menu () and click Open to open the WBS Sheet worksheet (window).

The WBS Sheet worksheet (window) has the following toolbar options:

Add Column	Enables you to create a new column by providing values for the following mandatory fields: Name Type Datasource Data Format Display Mode Total Column Position
Project	Enables you to select a project from the drop-down menu.
View	Enables you to change the view of the WBS Sheet window. You can use this option to access created views, create new views, or manage the existing views.
Edit View	Enables you to select which columns to be displayed or remain hidden, 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.
Print	Enables you to print or export the WBS Sheet contents.
Refresh	Enables you to see the added values to the columns of the WBS sheet.
Find on Page	Enables you to search a for a WBS sheet on the worksheet (window).
Expand All Groups or Collapse All Groups	Enables you to expand or collapse a WBS sheet to see the subordinates. The tree- like structure displays the summarized WBS and corresponding values of the project selected in the Projects list. You can export the WBS structure from the sheet.
Menu icon	The menu icon (the icon with three horizontal lines) drop-down enables you to: Import Enables you to import Column Details. The Column Name drop-down list in the Import Column Details window displays all of the direct cell entry columns that have been added to the sheet. You can select any one column and import the values into the column, using the exported CSV file. Export Enables you to export Column Details or Summary WBS Sheet. When you select Summary WBS Sheet, the exported file will contain the entire WBS Sheet information including all WBS Codes and columns data. Columns Enables you to add, copy, or paste columns. See Adding Columns to a WBS Sheet for more details. Row Coloring Enables you to assign single or multiple colors. Variance Analysis Setup Enables you to set up the variance analysis by selecting the BP, workflow, record owner, and trigger conditions. Create Variance Analysis Record Enables you to create the variance analysis records for all of the WBS Codes in the sheet. Before creating a Variance Analysis Record, you must set up the Variance Analysis at WBS level. Note: Ensure that the business process that you select is active; otherwise, the system displays this error: "Business Process has not been selected."

The WBS Sheet worksheet (window) displays a list of WBS sheets, in rows. The following columns provide detail information about each WBS sheet:

WBS Code
WBS Name
Linked Record (see below for more information)
BP Actuals
EVM - Planned Value
Actual Units
Activity Sheet - Planned Value
Planned Units
Planned Total Cost
Actual Units
Actual Total Cost
Remaining Units
Remaining Total Cost
At Completion Units
At Completion Total Cost

The values for the following columns are coming from P6 directly:

Note: The General tab of each WBS Code will not display these columns. In addition, formula values that depend on these columns will not display.

Planned Units
Planned Total Cost
Actual Units
Actual Total Cost
Remaining Units
Remaining Total Cost
At Completion Units
At Completion Total Cost

When you right-click on a cell, Unifier displays the following options:

Create Variance Analysis Record (available if you have Edit permission for the WBS Sheet)
Expand Row
Collapse Row

Linked Record

For a WBS Code, the Linked Record column indicates if there are any associated auto-created records to hightlighted WBS Code, or not. When you click on the link, the right-hand pane opens, with Linked Records tab highlighted (see below for more information on the Linked Records tab).

The Linked Record column can be empty if no auto-creation of variance analysis record has been triggered.

When a variance analysis record auto-creation fails, when you hover over the link cell, the following message is will be displays: "<failure reason>. Click to see history details." When you click, the right-hand pane displays the history details. Here are some of the failure reasons:

Business Process is not configured.
Record owner does not have create permissions.
Record owner is not active.
Trigger conditions are not satisfied.

If the rotate icon is displayed instead of the link icon, then the auto-creation of the record is still in progress. The link icon is displayed after the auto-creation is complete.

You can use the gear menu () next to each WBS Code row, or right-click on a cell, to: Create Variance Analysis Record, Expand Row, and Collapse Row. You can click the X icon to close the WBS sheet, exit the WBS Sheet log, and return to the WBS Sheet node log window (Activity Manager module > WBS Sheet node).

When you click on a WBS code on the WBS worksheet (window) grid, the right-hand pane opens and displays a series of tabs.

Note: On the right-hand pane, you have the option to use the icons (on the right) to expand the pane or to dock the pane.

The following table explains each tab:

Note: Users who have at least the view permission for the auto-created record should be able to view the record by double clicking.

WBS Line Items tab	Displays the title, description, and amount, or quantity, of the WBS Line Items.
Cell Details tab	Displays the WBS Code and WBS Name along with the column name, currency, cell total amount, and status.
General tab	Displays details about the WBS Attribute Form such as the CM WBS name, code, and WBS type, ETC Technique, and EVM PV.
Variance Analysis tab	Displays the following information: Setup block Business Process You can select the Business Process at WBS Code level similar to the Variance Analysis Setup done at WBS Sheet. The drop-down menu lists of all project level or shell level BPs, enabling you to select a new value or modify the existing value. Bypass Initiation Step during auto creation If you select this option, then the auto-created BP record will bypass the initiation step and land on the second step of the workflow. Select Workflow You can select a workflow if your selected BP has multiple workflows. The Select Workflow field function is similar to the Variance Analysis Setup window. Record Owner You can select the record owner at WBS level. This field lists all of the OBS Pickers, User Pickers, and User Data Pickers added to the WBS Attribute form. When you select the OBS Picker as the record owner, then the picker in general tab displays the OBS users that you had selected. Trigger Conditions block Multiple trigger conditions can be defined for each WBS level. Adding trigger conditions is similar to adding at WBS Sheet level setup. You can add one or more additional conditions to indicate trigger condition of the current WBS. The Data Element, Condition, and Value must be specified exactly the same way as specified in the Variance Analysis setup at WBS Sheet level. The Create Now option is enabled once you select the required fields on the tab. Use the Create Now option to auto-create the business process record manually if a BP is present in the setup. If the record owner is not specified, then Unifier uses the auto-creator in the destination BP (auto-creation tab) as the record owner. Note: Any trigger conditions defined are ignored in case you select the "Create Now" option.
Linked Records tab	All the auto-created records are shown in the Linked Records tab for each WBS Code. The following explains the toolbar options Refresh: To refresh the items based on the latest records. Find on Page: To enable you to conduct a text-based search for each column. The following explains the columns. Record Number: System auto-created business process record number. BP Name: The name of the Business process. Title: the title value from the business process record. Status: The current status of the auto-created record, including the terminated records. Created By: The username of the user who is creator of the auto-created record. Creation Date: The date that the record is auto-created.
Variance Analysis History tab	This tab captures the list of failed auto-creation for each WBS Code, in case business process is inactive or trigger conditions have not been met, etc. The following is a list of the columns in this tab: Event: Displays, "Error" for failed auto-creations. Action Displays, "Auto Create." Field Name: This will be WBS Code where the auto creation failure occurs. New Value: Displays the error text.

When you right-click on each column heading, depending on which column on the grid, some or all of the following options will be made available:

Lock after this Column	To lock or release the position of a column on the grid.
Insert	To insert a column through: Business Process Data Source Direct Cell Entry From EVA Sheet From Activity Sheet WBS Custom Attributes Formula Hidden
Hide this Column	To hide the column that you had selected.
Delete	To delete a column.
Properties	To open the Column Properties window and review or change (with limitations) the properties of a column.

When you hover over each column heading, Unifier displays information about that column.

Last Published Tuesday, April 27, 2021