Activity Sheet Created from P6 through Gateway

The activity sheets in Unifier capture the project scheduling data that is coming from either:

1. P6 project, or
2. Oracle Primavera Cloud project.

The project data (both current and baseline projects) from P6 or Oracle Primavera Cloud that is brought over to Unifier by way of non-EVM synchronizations will be added to the activity sheet which can further be used in cash flow analysis.

The costs associated to the activities can be rolled up to the cost sheet. In general, you can assign a CBS code to the activities in the Activity Sheet when the activity sheet is created by using non-EVM synchronizations. This enables you to use the schedules, or costs, associated with the CBS code in your cash flow analysis. In particular, you can:

• Assign CBS Codes (cost codes) to the activities in the Activity Sheet created using non-EVM synchronizations.
• Assign CBS Codes (cost codes) to the activities in the Activity Sheet created using EVM synchronization for duration based schedules.
• Remove CBS assignments (assigned cost codes) to the activities, and resource assignments, in the Activity Sheet.
• View the planned, actual, at completion, remaining units, and costs associated with the CBS Codes (cost codes) in the cost sheet.

You can create an activity sheet, from the Activity Manager, by using the Get Data option, by way of P6 or Oracle Primavera Cloud integration with the following OOTB synchronizations available in Gateway Integration Settings:

1. Get Activity data from P6
2. Get Activity and Assignment data from P6 for EVM
3. Send Oracle Primavera Cloud Activity data to Unifier

When you create an activity sheet by using the "Get Activity data from P6" or the "Send Oracle Primavera Cloud Activity data to Unifier" synchronization, and using the "Get Activity and Assignment data from P6 for EVM" synchronization for duration-based project, you can assign CBS codes to the activities in the Activity Sheet regardless of the schedule type. This ability is applicable to Activity Sheet created with:

• Duration schedules.
• Resource-loaded schedules.
• Cost loaded schedules.

  Note: You can bring CBS codes from P6 using the "Get Activity data from P6" and "Get Activity and Assignment data from P6 for EVM" synchronizations for the resource-loaded and cost-loaded schedules.

In an existing activity sheet that has been created by using "Get Activity and Assignment from P6 for EVM" synchronization,

• The Assign CBS options in the Actions field changes to Assign CBS Code, and the Assign CBS window label changes to the Assign CBS Code.
• The Assign CBS option in the gear menu () changes to Assign CBS Code.

In an existing activity sheet that has been created by using any source-application (for all types of schedules: Duration-based, Resource-loaded, and Cost-loaded):

• The Assign CBS Code option, in the gear menu (), allows you to add a CBS code to the activity sheet that uses the Duration-based schedule. You can select a CBS code from the cost code picker. The cost code picker enables you to select an active CBS code from the project cost sheet.
• In the Assign CBS Code window, the General tab displays the associated CBS codes.
• The Assign CBS Code option in the Actions field enables you to assign or update a single CBS code for multiple activities (in bulk), one at a time. In this case, the General tab of each activity sheet shows the updated CBS code.
• Any CBS code updates that have been made to an activity sheet will be audited and displayed in the Audit tab.
• Use the Export CSV option, in the Actions field, to export the CBS code assignments for the Resource-loaded and Cost-loaded schedules.
• The Remove CBS Code option, in the gear menu (), enables you to remove the existing CBS assignment for the activity sheet. This option is only available if the activity sheet has a CBS code assigned to it.

  For Duration-based schedule, when you select the Remove CBS Code option:

  • If you select Yes, then Unifier removes the CBS code assigned to the activity sheet. The audit log will have an entry for an assigned CBS code that has been removed for the activity sheet.
  • If you select No, then the assigned CBS code remains as is.

  In an existing activity sheet that has been created by using Resource-loaded and Cost-loaded schedules, when you select the Remove CBS Code option:

  • If you select Yes, then Unifier removes the CBS code assigned to both the activity sheet and the resource (Resource/Role). The audit log will have an entries for an assigned CBS code that has been removed for the activity sheet and the resource. Oracle recommends that you perform recost in order to calculate the costs (based on the CBS code update).
  • If you select No, then Unifier informs you that you can only remove the CBS code assigned to the activity sheet. If you select Yes, then Unifier removes the CBS code assigned to the activity sheet. The audit log will have an entry for an assigned CBS code that has been removed for the activity sheet. Oracle recommends that you perform recost in order to calculate the costs (based on the CBS code update).

  For Resource-loaded schedule, when you select the Remove CBS Code option:

  • If you select Yes, then Unifier removes the CBS code assigned to the resource (Resource/Role). The audit log will have an entry for an assigned CBS code that has been removed for the resource (Resource/Role).
  • If you select No, then the assigned CBS code remains as is.

To assign a CBS code or remove a CBS code for activities, in the Activity Sheet:

1. Go to your shell and from the left Navigator click Activity Manager to expand the node.
2. Click the Activity Sheet sub-node.
3. In the Activity Sheet log, click to select the activity that you want.
4. Click the gear menu () to open the menu and select one of the following options:
   1. Assign CBS Code

      When you select Assign CBS Code, the Assign CBS Code window opens which enables you to use the cost code picker to select the cost code that you want to assign to the activity sheet. The cost code picker displays only the active CBS codes within the Unifier Cost Sheet.

      The CBS code that you select to assign will become inactive after you assign it to the activity sheet; however, the existing activity sheet data will roll up to the cost sheet and you can view the data, for the Resource-loaded and Cost-loaded schedules.

      For the inactive CBS codes, the new activity sheet data that is coming from P6 will not be rolled up to the cost sheet. The CBS code assignments to the activities are audited and the added or updated CBS codes are displayed in the audit log. This includes the CBS code updates coming from any source by way of Get Data.

      Using Get Data enables you to get the Manage CBS Assignments to the activities, from P6 by way of integration.

      You can update a CBS code by way of Get Data from the Activity Sheet log, and the Cost Sheet will be updated accordingly.

      If you do not have permission to update the Activity Sheet, then the gear menu () and the Actions menu will not display the Assign CBS Code, or the Remove CBS Code options.

   2. Remove CBS Code

Audit tab of the Activity Sheet

For every Activity Sheet, the Audit tab displays the audit log for each activity whenever the following CBS Code updates are done at the activity level:

• New CBS Code assigned to the activity.
• Updating a CBS code assigned to the activity.
• Removing the CBS code assigned to the activity.

The audit log columns display information such as:

Event

Displays "Assign CBS Code" or "Update CBS Code," corresponding to the events that resulted in adding or updating a CBS code. This column also displays "Remove CBS Code" in case of removing the CBS code assigned to an activity.

• Field Name

  Displays the activity ID.

• Old Value

  Displays the existing CBS code. When you remove an assigned CBS code, this column displays the existing CBS code.

• New Value

  Displays the assigned CBS code. When you remove an assigned CBS code, this column does not display any data.

Assigning a CBS code to multiple activities in the Activity Sheet created by using EVM synchronization for Resource-loaded and Cost-loaded schedules:

Similar to assigning or updating a CBS code for an activity sheet, you can use the Assign CBS Code option in the Actions field to assign or update a single CBS code to multiple activities (in bulk), one at a time. In this case, the General tab of each activity sheet shows the updated CBS code.

When you select the Assign CBS Code option, in the Actions field, for an activity sheet, the Assign CBS Code window opens. You can select a CBS code from the cost code picker. The cost code picker enables you to select an active CBS code, from the project cost sheet, and assign it to the selected activities. The audit log will have an entry for an added or updated CBS code.

Assigning a CBS code to multiple activities, in the Activity Sheet created by using Duration-based schedule, using the Export CSV option:

Use the Export CSV option in the Actions field to assign a CBS code to multiple activities (in bulk), one at a time. Unifier will automatically performs validations (valid CBS code and active or inactive CBS codes) regarding the assigned CBS code.

Removing a CBS Code from multiple activities in the Activity Sheet created by using Duration-based, Resource-loaded, and Cost-loaded schedules:

Use the Remove CBS Code option in the Actions field to remove a CBS code assigned to multiple activities (in bulk), one at a time. When you select the Remove CBS Code option:

• If you select Yes, then Unifier removes the CBS code assigned to selected multiple activities (in bulk). The audit log will have an entry for an assigned CBS code that has been removed. For the Activity Sheet created by using Resource-loaded and Cost-loaded schedules, Unifier requires your confirmation. If you select Yes, then Unifier removes the assigned CBS code for the selected activities and all of the associated resources (Resource/Role). If you select No, then Unifier displays messages regarding the removal of the assigned CBS code for the selected activities for the activity sheet, only.
• If you select No, then the assigned CBS code remains as is.

Using CSV import to assign CBS Code to multiple activities

In a Unifier Activity Sheet with all of the schedule types, you have the option to import CSV to multiple activities, in bulk.

To import the CSV template to multiple activities:

1. Click Actions.
2. Click Update Data.
3. Click Activities.
4. Click Import CSV.

You can export the CSV template, using Export CSV, and bulk assign the CBS codes to multiple activities, in Duration-based schedules.

All of the validations (CBS codes, active, and inactive CBS codes) regarding the assigning of the CBS codes to multiple activities take place during the CBS code assignment.

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Last Published Tuesday, April 27, 2021