Creating an Activity Sheet (Manual)

In the Activity Sheets log (User mode):

If you have permission to receive and send the scheduling and resource data into an activity sheet from P6 or Primavera Cloud, then the Activity Sheets log displays the following options in the log window:

As explained in the previous topic, you can use these toolbar options to create an activity sheet.

If you have permission to use Get Data only, then you will see the Get Data option in the log window.

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 you will see the Create option in the log window.

If only the standard activity attribute form is defined but not manual activity attribute form (in uDesigner), then the Create option in the Activity Sheets log is not displayed.

When you click Create, the Create Activity Sheet window opens which enables you to name the manually created activity sheet, determine the status, select a calendar, select the source for the project schedule start date, select the schedule start date, data date, and the activity sequence number.

When you have permission to create activity sheets both manually and through synchronization with P6 or Primavera Cloud, the following options are displayed in the log:

The following explains the Create Activity Sheet window fields:

Name

To specify the activity sheet name. This is a required field. The name specified should be unique. Also, you cannot enter the sheet name as 'System Activity Sheet'. The field allows up to 150 characters long names.

Description

To describe the activity sheet. This field allows alphanumeric characters and supports all special characters. It is a long description field that allows up to 400 characters long.

Status

To make an activity sheet active or inactive. The default status is Active. The activity sheet can later be set as active or inactive through the properties screen. Only the active sheet data will be rolled up to other cost modules like Cost Sheet, EVM Sheet, and Cash Flow, and so forth.

Calendar

A drop-down field with 'Project/Shell Calendar' as the default value. It lists all of the calendars that have been defined at the Custom Calendars node, in the shell, project, and company calendars (as defined in Standards & Libraries). This field enables you to select any calendar for the project schedule. You cannot deselect the calendar from the drop-down, but you can change the selected calendar.

Project Schedule Start Date

This field is identified as the start date for the project schedule as defined in the activity sheet. The project schedule start date can be entered manually by selecting the Manual option or by using the shell attribute: uuu_project_start_date. This is a required field in the activity sheet properties. If it is selected as manual, then you must provide a start date in order to be able to save the activity sheet properties.

The second option 'From Shell Attribute' will populate the start date on the activity sheet by using the targeted project start date (uuu_project_start_date) on the shell or project properties which in turn can be received from the project creation business process.

Any change in the project start date in shell properties will automatically update the activity sheet start date. Synchronous update to the activity sheet takes place as long as there is no activity which is either in-progress or has been completed.

Data Date

The value in this field will populate the data date for the scheduled activity sheet. Initially, the value is the project start date, if no schedule has been run.

Activity Sequencing Numbering

To define the sequence number for the Activity ID while defining activities or tasks in the activity sheet. The following sub-fields are available:

Activity ID Prefix

To define the sequence prefix which can be a sequence of characters. The limit on the number of characters will be between 1 to 20. This is a required field, and the default value is'A.' The field allows alphanumeric characters.

Activity ID Suffix

This field defines the suffix for the Activity ID. It allows integer digits from 1 to 6 characters long. The range will be between 1 to 999,999. No negative and decimal values are allowed. The default value will be 1000.

Increment

To define the increment that each activity sheet can be incremented. It allows only integer digits from 1 to 1000. The default value i '1.' No negative and decimal values are allowed. Unifier shows the unique ID for each activity sheet that is defined.

Example: Prefix of A combined with the suffix of 1000 with default increment as '1' would show the activity IDs as A1000, A1001, etc.

The above activity sequencing format will be honored for all new activities that get created within the Sheet. Any activities that get imported from an external source (MPP or P6 XML) or CSV import then the activity ID column will show the imported IDs if provided otherwise would use the activity sequence defined in the sheet properties to generate a unique Activity ID for all the activities that are imported.

You can change the activity sequencing anytime from the properties window. All of the new activities will honor the new sequence format, if the activity sequencing is changed. Any changes to the activity sequence numbering fields will be audited (Audit Log).

See Also

Activity Sheet Node

Activity Sheets Log

Activity Sheets Log Toolbar Options

Activity Sheets Log Columns

Activity Sheets Log Tabs

About System Activity Sheet

Creating an Activity Sheet

Activity Sheets Log - Activity Sheet Window

Manual Activity Sheets (Import of MS Project or P6 Schedules)

Supported Objects for P6 XML Import

Exporting Selected Activity Sheet to XML

Activity Picker

Activity Sheet User Defined Report (UDR)

Roll Up Activity Sheet to Cost Sheet



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Last Published Tuesday, April 27, 2021