The Activity Sheets log captures project scheduling data coming from P6. A single activity sheet, for example System Activity Sheet, in Unifier will be mapped to multiple project schedule sheets, which are created by way of integration.
Default View of System Activity Sheet
The activity sheets in Unifier are used to capture project scheduling data coming from P6 or Primavera Cloud. An activity sheet created in Unifier can be mapped to multiple source projects which get created by way of integration.
When you open the System Activity Sheet, (<shell> > User mode > Activity Manager node > Activity Sheet sub-node > Activity Sheets log > System Activity Sheet > gear menu (
) > Open) that is created by way of integration with P6, or Primavera Cloud, it will list all of the activities in the Activity Sheet log.
In the Activity Sheet log, the list of all activities are displayed in a flat grid. The first three columns as fixed columns (Spread column, Activity ID, and Activity Name). All of the other columns seen in the grid are in the same order as showing the activity attribute form. The column labels are derived from the activity attribute form.
You can view the activity spread data by using the gear menu () option, "View Activity Spread" or by navigating to the Activity Spread tab in the dock at the bottom of the screen (or the bottom right pane where the activity details can be viewed). When you click View Activity Spread, the activity spread tab will be highlighted, and you can view the spread data of the selected activity.
The activity details and other tabs can be seen in the bottom pane, by default, the first time when a sheet is created. You can use the split pane to view the activity and assigned resources details.
Within the System Activity Sheet, the default name of the view is "Default." The default view is not editable. You can create new views based on the default view, when editing the view settings. This is similar to the default view available in WBS Sheet.
The Source Project drop-down field is visible at the top of the activity sheet as, "<Source name> Project : <Project ID>." The Source Project drop-down contains list only if the activity sheet received activity data from multiple source projects.
The link to the source project is base on the source URL, provided in the company properties.
The ink to view the baseline project is displayed next to the source project, where you can select the link to view the baseline data for the selected source project. If there are no baselines received for the selected source project, then this link is not displayed.
The CBS Code column is an editable column in the Activity Sheet for all of the activities, and the picker is displayed when you double-click the CBS Code column cell.
You can assign the CBS codes to the activities by selecting the picker, or by using the type-ahead functionality. You can assign a single CBS Code to multiple rows by dragging.
The CBS Code assigned to an activity for the first time automatically assigns the same CBS Code to all of its resources. Unifier does not push to the resources any subsequent updates of the CBS Code, at the activity level.
The Save and Cancel options will become available once you edit the CBS Code, or the Rate Source, in the activity sheet.
When you click the gear menu () for an activity, you can click the Apply CBS Code to All Assignments to assign the CBS Code to all of the resources under that activity.
Once the CBS Code is updated at the activity level, you can assign same CBS Code to all of the resource assignments of the activity by using right-click on the activity and selecting the option "Apply CBS Code to all Assignments". This selection causes all of the assigned resources CBS Code to be updated.
Once you assign or update the CBS Code, both at the activity level and the assignment level, Unifier updates the contents of the the Audit Log tab.
You can select multiple activities and update the CBS Code to the resources of the selected activities by right-clicking and selecting the option "Assign CBS Code to All Assignments."
All of the actions related to the export of the activities and the assignments, and the import of the CBS Code assignments to the activities and the assignments, can be done by way of the Menu (the icon with three horizontal lines), on the right-hand side of the window. The Menu has the following options:
- Export
- CSV Template for Activities
- CSV Template for Assignments
- All Activities
- All Assignments
- Import
- CBS Code for Activities
- CBS Code for Assignments
- Audit Log
You can assign the same CBS Code to multiple activities by selecting multiple consecutive cells, in the CBS Code column, and adding CBS Code. Similarly, you can remove CBS assignment by selecting the Clear option in the picker column itself. The following option is available within the Actions menu: Apply CBS Code to all Assignments. Using this option enables you to apply the CBS Code assignments to all of the resources associated to the highlighted activities. You can also use the gear menu () option "Apply CBS Code to all Assignments" to highlight multiple activities and apply the same CBS Code to the assigned resources.
In the Activity Sheet log, you can view the activity details by selecting a row and clicking on the split panel. When you select the split panel, the bottom pane will expand to show the details of the activity in multiple tabs: General, Resource Assignments, Activity Spread, and Audit Log.
General tab
Contains all of the details related to the activity sheet, which are defined in activity attribute form including the WBS Details. The data elements and the order of the data elements, shown in the General tab, are based on the activity attribute form. The hidden data elements are not shown in the General tab. You can dock this pane to the right side of the screen. If you dock the pane at bottom, or right side, manually, Unifier retains your choice after closing the Activity Sheet window. You can expand the bottom pane by using the expand icon on the right-hand side.
Activity Spread tab
When you select the spread column option for an activity, the Activity Spread tab will be highlighted to show the spread of the selected activity. The Activity Spread tab will show all of the data (both for costs and for units) in one spread sheet. Also, the Type drop-down field will no longer be available because the costs and units spread data appears on one single sheet. You can expand the screen to view more spread data. The order of the columns in the Activity Spread tab are as follows:
- Periods (Instead of Period Start)
- Cost & Rate Type
- Planned units
- Actual Units
- Remaining Units
- At Completion Units
- Planned Cost
- Actual Cost
- Remaining Cost
- At Completion Cost
The Frequency drop-down field shows "Day" timescale to enable you to view the daily spread data. The toolbar options available are:
- Find on Page
- Frequency
- Cost & Rate Type
You can view the spread data for each activity by navigating to different activities under the spread column.
Note: Only one activity spread data is displayed. If you select multiple activity rows, then Unifier displays: "Details of multiple activities cannot be viewed."
Resource Assignments tab
In the Resource Assignments tab, all of the resources associated with the activity are displayed. Both the CBS Code and the Rate Source columns are editable. By default, the picker icon is not displayed until you click on the cell of the columns.
You can edit a CBS Code for a particular resource and assign the same CBS Code to other resources by dragging the CBS Code to multiple rows.
The Rate Source drop-down field displays all of the rate sources:
- Resource
- Role
- Override
In the case of the resource, the Rate Source field drop-down shows the option "Resource" as selected.
For the roles, the Rate Source field drop-down shows the option "Role" as the source selected.
You can edit the price or unit for planning and actuals if the value for the Rate Source is selected as: "Override."
The Cancel and Save options appear when you attempt to edit the Rate Source value, or the CBS Code, or other fields based on the Rate Source in the Resource Assignments tab.
If you try to navigate to an activity sheet without saving the tab information, then Unifier notifies you.
Selecting the "View Assignment Spread" from gear menu () option (for any selected resource) displays the spread data for that resource (a full screen overlay window). You can view the daily spread data of the resource. The Frequency drop-down field will show additional option to select: "Daily."
This window will have an additional drop-down field to select the resources that are in the Resource Assignments tab, for the selected activity. Both the costs and the Units spread will be seen in a single spread sheet. Click Close to close the spread sheet. In the Activity Sheet the following two default views are available:
- Default View
- WBS View
Note: Any existing views that were created prior to the 20.10 upgrade will not be seen in the View drop-down field.
The Default View will be seen by default when you open the sheet. In the Default View drop-down field, all of the activities will be in flat mode.
When you select the WBS View drop-down field, all of the activities within the sheet will be grouped by WBS hierarchy. At WBS (Summary level), all of the costs show the sum of the costs of all of the activities, as well as the costs that are received at the summary level.
The Start and Finish dates, in the WBS row, will show the earliest start date and latest finish dates for all of the activities under that WBS.
All the attributes defined in the Activity Attribute form will be displayed as columns in the WBS View, similar to the Default View. The order of columns will be the same as selected in the design, in uDesigner.
You can create views with filters, groupings, and so forth (within an activity sheet) in order to view the filtered and small list of activities and associated columns, instead of scrolling down and right to navigate to specific activities.
For the default and user-defined views, you can perform the following functions, in addition to adding, deleting, and updating the activities and the schedules:
- Drag and drop columns and reorder the columns, except the first 2 columns (Activity ID and Activity Name) which are fixed.
- Click at a column header to change the Sort By option.
- Right-click at a column header and select Lock after this column option to lock a column.
- Right-click at a column and select Lock after this column option to lock a column.
Note: You cannot lock before this column beyond the Activity Name column.
Similar to a Cost Sheet or a WBS Sheet, you can group selected columns in the sheet.
Creating System Activity Sheet
The System Activity Sheet can be created using the following synchronizations:
- Get Activity data from P6
- Get Activity and Assignment data from P6 for EVM
- Send Primavera Cloud Activity data to Unifier
Note: For an activity sheet, the blocks and fields on the right-hand pane can differ based on the synchronizations.
You have the option to view activities present in a P6 Project mapped to Unifier Shell, in the Activity Sheets log, by selecting the corresponding P6 Project ID in the Project drop-down present inside the Activity Sheet log, when you open the system activity sheet from the Activity Sheets log.
The Project drop-down will contain the list of all P6 projects mapped to the shell and selecting a project from this drop-down will load the respective scheduling data (activities) in the Activity Sheets log.
A project in P6 can be a current schedule project or a baseline schedule project. Over the project life span, a user can create multiple baseline projects which are mapped to a current schedule project.
While sending data from P6, a baseline project sheet is created for the Project baseline (and not for Primary baseline, Secondary baseline, or Tertiary baseline, etc.). As a result, every project from P6 will have a baseline project sheet and current schedule project sheet (which will have the scheduling information i.e. activities, assignments, etc.).
If a P6 project has only current schedule, then Unifier treats the planned data in current schedule as the baseline.
The project sheets which are created in Unifier by way of integration are grouped under a single activity sheet that can be selected to perform Earned Value (EV) analysis. Refer to the Unifier Earned Value Management User Guide to learn how to calculate earned value and related measures for your project.
The fields related to costing can be updated in Unifier and re-costed for a resource loaded schedule.
You can assign a rate sheet to a resource-loaded projects present in the Activity Sheet log, when you open the system activity sheet from the Activity Sheets log, but if you want to perform an operation at the project sheet level, then you can open the activity sheet, select the project and schedule type, while working on the activity sheet.
You have the option to switch between current schedule and baseline schedule for the project that you have selected from the drop-down list.
The Activity Sheet node, Activity Sheets log, has the following toolbar options:
Get Data | Enables you to create an Activity Sheet for the first time, or update an existing Activity Sheet with the most recent data from P6. The Get Data synchronization that created the activity sheet also populates the activity sheet with the:
Note: Subsequent updates of Role and Resource Rates in P6 will not trigger the updates in Unifier Master Rate Sheet; however, subsequent updates of CBS Code for activities in P6 will trigger the updates in the Unifier Activity Sheet CBS assignments. |
|---|---|
Send Data | Enables you to send data from Unifier to P6. This will trigger the synchronizations at Gateway level. |
The Activity Sheet node, Activity Sheets log, has the following columns:
Name | The shell name that the activity sheet is being created through P6-Unifier integration. |
|---|---|
Description | Populated with the value "System Activity Sheet created via P6-Unifier Integration" for system activity sheet. |
Last Updated | The date when the activity sheet was last updated, based on either Recost or Integration. |
Created By | The user who initiated the Get Data flow for activity sheet that is being created through P6-Unifier integration. If there are no data present (when Get Data is launched) Unifier creates a line item (with history), by default. |
The gear menu () next to the system activity sheet enables you to open the system activity sheet.
The Activity Sheet node, Activity Sheets log, has the following tabs (right-hand pane):
Mapped Projects | The Mapped Projects tab has the following toolbar options:
The Mapped Projects tab has the following columns:
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Schedule | The Schedule tab enables you to:
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History | The History tab enables you to see a history (the history of all events that have been performed across project sheets present in the activity sheet) of changes made on the system activity sheet such as:
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When you open the activity sheet (system activity sheet) from the Activity Sheets log the Activity Sheet overlay page opens. The Activity Sheet overlay page displays all of the activities data, in columns, and it enables you to view activity spreads, source project, and so forth.
The Activity Sheet overlay page has the following toolbar options:
Actions | Enables you to: Assign CBS The option Assign CBS changes to Assign CBS Code in an existing activity sheet that has been created by using "Get Activity and Assignment from P6 for EVM" synchronization, and the Assign CBS window label changes to the Assign CBS Code. Export CSV (Activities - Assignments - Audit Log) Update Data Activities (Export CSV Template - Import CSV) Assignments (Export CSV Template - Import CSV) |
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View | Enables you to:
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Refresh | To refresh the list of items on the page. |
Edit View | To change the view of the listed items on the page.
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Search | To search for a particular item. |
Find on Page | To find an item on the page. |
Project | Enables you to select a project for the list. |
Open Project in <source name> <source name> = Oracle Primavera Cloud or P6 | You can use the Open Project in <source name> option (also see About Unifier and Oracle Primavera Cloud Integration) to open the Oracle Primavera Cloud page and open the source URL either in P6 or Oracle Primavera Cloud, in a new tab with the Activities tab pointing to the relevant project data (the project that is selected in the drop-down provided there is an active login session). The login on the new tab for P6 or Oracle Primavera Cloud will be displayed where you ender your login credentials to sign in and see the relevant project data. Note: You can see the project is opened even when that particular project is closed in the source server. Selecting this icon will open the source application in a new tab provided there is a valid URL specified. If no URL is defined in the company properties page, then this link will not be shown in the Activity Sheet. Also when you switch to Baseline, the link is not displayed. |
The Activity Sheet overlay page has columns that provide more details such as:
- Activity ID
- Activity Name
- Activity % Complete
- Activity Status
- Activity Type
More information about the columns below.
The gear menu () next to the activity enables you to:
- View Activity Spread
- Assign CBS
The Activity Sheet overlay page has the following tabs (right-hand pane):
General | This tab provides information about:
More information about fields within the information above: |
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Assignments | This tab provides information about:
The gear menu (
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Audit Log | This tab enables you to see audit details. |