If you have the Create Manual Activity Sheets permission, or the Full Access permission (see the Activity Sheet in Shell (User Mode) Permissions topic in this document), then the toolbar options in the Activity Sheets log are as follows:
Toolbar Option | Description |
|---|---|
Create | Enables you to create new activity sheets. This option is enabled when the user has at least the Create permission for the manual activity sheets. The Create option has two additional sub-options to support the manual creation of an activity sheet and creating an activity sheet from Activity Sheet templates (when the Activity Sheet templates is made available in the admin mode). When you click Create, Unifier checks for manual activity attribute form, if a system activity sheet has been created by using the system activity sheet attribute form. If there is no system activity sheet attribute form defined, or there is no manual activity attribute form, in the design, then Unifier uses the canned form for the activities in the activity sheet. An activity attribute form must be defined in order for you to be able to create custom activity sheets. If a system activity attribute form is defined in uDesigner, but there is no manual activity attribute form, then Unifier displays this message: |
View | Enables you to select how to view the list of the activity sheets that are available. To be able to see any activity sheets in the Activity Sheets log, you must have the View permission, or above. The View drop-down field displays the following out-of-the box, or default, options: All To display all of the activity sheets. Active To display all of the activity sheets with active status. Available if there are activity sheets in the log that have active status. Note: The System Activity Sheet will be active (Status) at all times, and the status cannot be changed. |
Actions | To set permissions and import options: Permissions To assign activity sheet-level permissions similar to the record-level permissions set for the non-Workflow BPs. Import (Microsoft MPP or P6XML) |
Get Data Get Data into System Activity Sheet | The Get Data option will be enabled when you have the Get Data permission at the node level in the Permissions tab. This option enables you to receive the schedules from P6 or Primavera Cloud based on synchronization selected in Gateway settings. Use the Get Data option to:
Updating an existing activity sheet triggers a new OOTB import synchronizations if you have selected the Select Synchronization to Exchange Activity Data option in Gateway integration settings drop-down list. All of the synchronized Oracle Primavera Cloud project activities, planned dates, actual, at completion dates, and associated WBS Code will be displayed in the activity sheet. If the shell is not active (inactive shell), then Gateway integration will fail. When you select Get Data, the system checks for the Oracle Primavera Cloud project that as defined in the Integration tab and then brings the Oracle Primavera Cloud project activity data and their schedules into the activity sheet based on the import synchronization defined in Gateway settings, and if Oracle Primavera Cloud and Unifier projects are linked. If you select Get Data and there is no Project ID added in the Integration tab, Unifier will display this message: Valid Project ID is not specified in the Shell Integration Tab. Unifier does not bring the baseline (project data) from Primavera Cloud. |
Send Data Send Data from System Activity Sheet | The Send Data option will be enabled when you have the Send Data permission at the node level in the Permissions tab. This option enables you to receive the schedules from P6 or Primavera Cloud based on synchronization selected in Gateway settings. Use the Send Data option to run the export synchronization in order to send the updated activities and schedules from Unifier Activity Sheet to the Oracle Primavera Cloud. The data elements in the business processes, or the shell attribute form, which have been set to reverse auto-populate (RAP) back to the Oracle Primavera Cloud Activity Sheet (using P6 Activity Picker) will get the latest updates into the Oracle Primavera Cloud Activity Sheet. You can send the updated Unifier Activity Sheet data (such as: updated Actual Start Date or Finish Dates) to the Oracle Primavera Cloud project which is linked by way of the OOTB export synchronization option: Update Unifier Activity data in to Primavera Cloud. The Schedule tab, in the Activity Sheet log, shows this option, and you can set the scheduled send data based on frequency. Before the initial synchronization, the Get Data is the only toolbar function available in the log. Click Get Data to initiate synchronization and create the Activity Sheet. |
Refresh | To retrieve the latest number of activity sheets created in the log. |
To print the log contents into HTML, CSV, or Excel formats. | |
Find on Page | To search in the log. |
If you do not have the Create Manual Activity Sheets permission, or the Full Access permission (see the Activity Sheet in Shell (User Mode) Permissions topic in this document), then the toolbar options in the Activity Sheets log are as follows:
Toolbar Option | Description |
|---|---|
View | See the entry in the table above. |
Actions | See the entry in the table above. |
Get Data Get Data into System Activity Sheet | See the entry in the table above. |
Send Data Send Data from System Activity Sheet | See the entry in the table above. |
Refresh | See the entry in the table above. |
See the entry in the table above. | |
Find on Page | See the entry in the table above. |