In P6 both the resource and role rates are maintained globally. You can import P6 resource and role rates into the Unifier Master Rate Sheet.
For a resource loaded schedule, you need rates corresponding to these roles and resources for doing costing of any project in Unifier.
There are two types of rate sheets in Unifier:
- Master Rate Sheet (at Company Workspace)
Company Workspace > User mode > Master Rate Sheet
- Rate Sheet (at Project/Shell)
Project/Shell > User mode > Activity Manager > Rate Sheet
For P6 resource loaded schedule, the Master Sheet receives the standard rates which correspond to the roles and resources, and the rates are used in costing of any project in Unifier.
In P6 you can define a role with multiple rates and multiple effective dates and bring the information into the Unifier Master Rate Sheet.
Note: When you click on Get Data from the Master Rate Sheet log, the rate sheet displays all of the existing role rates with effective date as 01/01/2020.
When you create a project rate sheet that only has the resources and roles that are being used in the resource-loaded project in the system activity sheet of a shell, you can see the assigned roles, with the multiple rates, that have been sent to the Master Rate Sheet.
You can assign the role rate to the activities and resource assignments and any cost calculations will use the assigned rate.
When you refresh data in the Master Rate Sheet, Unifier performs all of the existing validations.
For a cost loaded schedule, there are no calculations conducted in Unifier, and Unifier uses the data directly from P6.
In P6, rates are assigned to a role or resource at global level. To maintain the consistency, the P6 global data is imported to Unifier Company Workspace. This data is captured under the Master Rate Sheet. That is to say, the rate sheet is created through P6-Unifier integration and is saved as "Master Rate Sheet" under a new node in company workspace called Master Rate Sheet.
Under Company Workspace, there is only one rate sheet called Master Rate Sheet. You are not permitted to create a copy sheet of the Master Rate Sheet under Company Workspace. The Master Rate Sheet contains rates for both roles and resources. You will be able to toggle between role and resource rates within the window.
Note: By default, the rates present in the Master Rate Sheet are used across all roles and resources present in all activity sheets across all shells unless the user has assigned another rate sheet (present at the shell level) to the activity sheet/project.
To assign rates at the activity sheet level, you can use a subset of Master Rate Sheet in a shell with the roles and resources being used in the resource-loaded projects in the system activity sheet of that shell, only. Rate sheets present at any shell are subsets of Master Rate Sheet. This means, when you click on refresh data (Refresh) for any rate sheet at shell level, then Unifier updates the Master Rate Sheet with:
- The list of roles and resources based on the latest data available in resource-loaded projects in the activity sheet
- The corresponding rates from Master Rate Sheet
The following rules are in place when refreshing data:
- If a role or resource rate has been removed from the system activity sheet (for that shell0, then Unifier deletes the role or resource rate along with the rates in the Rate Sheet being refreshed.
- If a role or resource rate has been added in the activity sheet, then Unifier updates the rate sheet being refreshed with the new role or resource rate along with the rates in the Master Rate Sheet.
- For a role or resource rate that appears across both the system activity sheet and rate sheet, Unifier updates the currency or Resource/Role name (if applicable), using the role or resource ID as the identifier.
A rate sheet in the Master Rate Sheet (at Company Workspace) is updated through P6, but a rate sheet in the Rate Sheet (at Project/Shell) gets updated in Unifier through the Master Rate Sheet at Company Workspace) and system activity sheet at that shell.