WBS Sheets Log
A default WBS Sheets log, where there is no System WBS Sheet, contains the Create option, if you have the "Create" permission, which enables you to create a manual WBS Sheet.
If you do not have the "Create" permission for manual WBS Sheet, then the Create option will not be available. If the System WBS Sheet has been created, then the embedded sheet will be seen (with project drop-down) by default showing the current project name. You can navigate to the other source project data (received from P6) by using the project drop-down.
When a manual WBS Sheet has been created, the WBS Sheets log displays the sheet title as: Project WBS Sheet. The Project drop-down (on the top section) displays the current project as the selected project. This Project drop-down will be seen all the time, and the value defaults to the current shell name for the Project WBS Sheet.
You can select another source (project) in the Project drop-down. The Project drop-down will show the source if there is WBS data integrated from P6 or Primavera Cloud. The Project drop-down will show the projects received from source (P6 or Primavera Cloud). When you select a P6 project the WBS data that is related to the selected project will be displayed.
In addition to other options (explained in the previous topics), the toolbar within the WBS Sheets log displays the following options:
- Add Sibling
- Add Child
The above options are available when the current project, for example Project WBS Sheet, is displayed. If you navigate to a P6 or Primavera Cloud project, then the above options will not be available.
The remaining options in the toolbar will be the same as seen for the WBS data received from a P6 or Primavera Cloud project.
The Project WBS Sheet view has the default project row with:
- The project or shell number as WBS Code.
- The project or shell name as WBS Name.
The default project row is a read-only row in the sheet.
When you add a parent WBS Code, by using the Add Sibling option, a new WBS row will be created with required fields such as WBS Code and WBS Name.
It is only after the creation of a new WBS row that the Cancel and Save options become available. You cannot save your entry until the required fields are entered.
The condition above applies when you select the Add Child option.
Menu
The Menu option (the icon with three horizontal lines) contains the following options and sub-options:
- Import
You can import the WBS codes by using a CSV file. The CSV import works similar to the import of CBS codes in the Cost Sheet. When you select the current project, the following options are available:
- WBS Details
To create WBS codes along with hierarchy, using CSV file.
You can import the WBS Details in bulk by means of CSV import. This option, if you select the current project in the project drop-down, enables you to:
- Add new WBS hierarchy and WBS codes.
- Update ETC technique (see below for more information) and other attributes for an existing WBS hierarchy.
When you import new WBS codes, using CSV file, Unifier checks for duplicate WBS codes. Your import will fail if:
- You have modified an existing WBS hierarchy in the CSV file.
- You have removed an existing WBS hierarchy, or WBS Code, in the CSV file.
When you import the WBS codes successfully, the new WBS codes will be appended to the existing codes in the activity sheet. The audit log (Audit Log) entry for the creation of the WBS code, using CSV import will be:
- Date: The date and time of the event that has occurred.
- Event: WBS Details
- Action: Import
- Old Value: Not applicable.
- New Value: Not applicable.
- Column Details
- WBS Details
- Export
You can export the WBS codes by using a CSV file. When you select the current project, the following opptions are available:
- WBS Details
To export the existing WBS rows in the Project WBS Sheet.
All of the columns that are seen in the WBS Sheet will be exported as column headers, in the CSV file.
The entire WBS path will be seen in the first column, for the WBS Code. All of the existing WBS codes will be exported in order to add new WBS codes at the end, by appending the new WBS codes along with the hierarchy in the CSV file. You cannot remove the existing WBS rows in the CSV file. Always new WBS Codes will be added using CSV file. You cannot remove the existing WBS rows in the CSV file. New WBS codes will be added using CSV file, always.
- Column Details
The following columns will be required and shown as required in the exported CSV file (the first two columns of the CSV file):
WBS Code
WBS Name
- Summary WBS Sheet
- WBS Details
- Columns
- Row Coloring
- Variance Analysis Setup
- Create Variance Analysis Record
- Earned Value Setup
This option will be seen in the Project WBS Sheet in addition to the options available for the System WBS Sheet. This option allows you to set an ETC technique (see below for more details) that can be used in ETC calculations that will be performed at the WBS level. The technique selected here will be applied to all the WBS Codes in the sheet. The technique will override the individual WBS Code ETC technique selected, if one exists.
- Properties
This option will be seen in the Project WBS Sheet in addition to the options available for the System WBS Sheet. This option will show the Project WBS Sheet default properties.
- Audit Log
This option will be seen in the Project WBS Sheet in addition to the options available for the System WBS Sheet. There are no changes to the events that get audited in System WBS Sheet. For Project WBS Sheet audit log will capture the creation, update and removal of WBS Codes in the Sheet. Besides any updates done manually in the Sheet will be audited. The details of audit log in Project WBS Sheet is explained in further section.
The current project log, for example Project WBS Sheet, contains the following columns:
Column | Description |
|---|---|
Row number | This is a read-only column. This column does not have a header. When you enter a new row, delete a row, or reorder rows, the row numbers will get updated throughout the grid. You can use this column to capture errors in the grid. For example, if you miss entering data in a required field, or when validation fails, the cell for the corresponding row displays a red triangle. You can click the triangle to see the errors in a box, similar to a business process line item grid. |
WBS Code (uuu_cm_wbscode) | This is an editable column and required when a new row is created by using the Add Sibling or Add Child options. The WBS Code value is unique across the hierarchy. Unifier notifies you if you enter a duplicate WBS Code by way of an error message. |
WBS Name (uuu_cm_wbsname) | This is an editable column and required when a new row is created by using the Add Sibling or Add Child options. The WBS Code value is unique across the hierarchy. |
Linked Records | This is a read-only column. This column is populated with the linked record associated to the WBS Code. Unifier populates the icon of the WBS Code that has the variance analysis record created. |
Other columns | The other columns appear as defined in the column properties. The fixed columns will be seen along with the user-defined columns. If you do not define any user-defined columns, then by default all of the fixed columns will be seen, only. |
You can drag the child WBS codes to another location, below any parent. The WBS Codes cannot be dragged to any row beyond the parent or hierarchy. You cannot drag a parent WBS Code.
Gear menu (
):
The gear menu is not available if you select multiple WBS rows (parent and child rows).
- Add Sibling
To add a sibling to the row.
- Add Child
To add a child to the row.
- Copy
You can copy one or more WBS rows at the same level. This option is not available if the selected rows are in a hierarchy. This option is available when you select multiple WBS child rows, only.
- Paste
This option becomes available if you have copied a row. Use this option to paste the copied rows in the desired location, in the sheet. This option is available when you select multiple WBS child rows, only.
- Remove
This option becomes available if the WBS row is not associated to any activity sheet, or there are no costs allocated. This option is not available if at least one WBS row is associated to an activity sheet or has rolled up cost. This option is available when you select multiple WBS child rows, only.
Rows Added to WBS Sheet
The WBS Sheet, with the WBS rows added, will be seen on the left-hand side of the log. When a WBS Code is associated to the manual activities, the activity sheet name will be populated in the Used By column field, displayed in the WBS Details in the right pane. The Used By column field is a read-only field and displays all of the activity sheets that this WBS Code is associated with. The Used By column field will be available in the General tab only, for the Project WBS Sheet. It is shown as a first field in the tab.
The WBS rows that are associated with an activity sheet cannot be removed. You can edit, or enter the data, in the editable columns in the sheet (the Cancel and Save options will become available at this stage). The WBS Picker (in the cost business process) will show the current projects WBS that are associated with the activity sheet along with the source projects WBS codes. You can create transactions against the WBS codes of the current project.
Earned Value at Project Level
You can set up the earned value at project level. Under the Menu option (the icon with three horizontal lines), use the Earned Value Setup option to open the Earned Value window and select an ETC technique that can be applied to all of the WBS codes. The selected ETC technique overrides the existing ETC technique defined at the WBS Code level.
In the Earned Value window, you can select the technique for computing estimate to complete (ETC). By default, the ETC = Remaining Cost of activity option is selected. When you select ETC = PF * (Budget at Completion - Earned Value), ETC is equal to a performance factor (PF) multiplied by (Budget at Completion minus Earned Value), you can select one of the following to set a value for the performance factor:
- PF = 1
Performance Factor equals 1. This method yields an optimistic result with ETC equal to the Budget At Completion (BAC) minus Earned Value Cost. This is the default option selected.
- Performance Factor = 1 / Cost Performance Index
Performance Factor equals 1 divided by the Cost Performance Index (CPI), where CPI equals the Earned Value Cost divided by Actual Cost.
- PF = 1 / (Cost Performance Index * Schedule Performance Index)
Performance Factor equals 1 divided by the Cost Performance Index multiplied by the Schedule Performance Index (the Earned Value Cost divided by the Planned Value Cost).
- PF = <select a value>
Performance Factor is specified by you. If you select this option, you must enter a value (factor) in the field.
After you select an option and save your selection, Unifier displays the following message: The selected ETC technique will be applied to all WBS Codes in the Sheet. Do you want to continue? If you select to continue, then:
- The selected ETC technique will be applied to all WBS Codes.
- The audit log (Audit Log) of the WBS Code displays an entry of the ETC technique update.
If you select not to continue, then the selected ETC technique will not be applied to any WBS Code.
Earned Value Setup at WBS Level
For the WBS level, in the Project WBS Sheet log (bottom portion of the log), you can click the Earned Value tab to see the options for selecting a technique for computing the estimate to complete (ETC). The Earned Value tab is available for both the summary level and leaf level WBS codes. Once you select a technique, for the summary level WBS codes, you can apply the ETC technique to all child WBS codes (Apply the ETC Technique to all child WBS Codes).
WBS Path Behavior in WBS Sheet
The General tab (in the Project WBS Sheet log (bottom portion of the log) contains a data element (uuu_P6WBSPath) that shows the WBS Path.
Example
Project1
W1
W2
Activity 1
For the WBS W2, the WBS Path will be displayed as Project1 > W1 > W2 so that any activity created using W2 (as WBS Code) will show WBS Path as Project1 > W1 > W2, using the auto-populate definition.
WBS Sheet Properties Window
You can use the Menu option (the icon with three horizontal lines) in the Project WBS Sheet or System WBS Sheet to access the Properties.
When a manual WBS Sheet is created (through the Create option in the log), Unifier creates the following properties, automatically:
- Name
The name of the WBS sheet. For example, Project WBS Sheet. This field can be 100 characters long.
- Description
The description of the WBS sheet. This field can be 4000 characters long.
- Last Modified
This is a read-only field. The date the WBS sheet is created or updated.
- Created By
This is a read-only field. The signed in user who created the WBS sheet (using the Create option).
Project WBS Sheet (Audit Log)
You can the Menu option (the icon with three horizontal lines) to access the System WBS Sheet and Project WBS Sheet audit log (Audit Log). The audit log captures the details for all of the manual WBS sheets (including their attributes) that have been created, updated, and removed. The audit log entries for the events such as manual creation or update of the WBS Codes and Earned Value Setup will be as follows, and all of the events are audited similar to the System WBS Sheet:
Attribute Update Reason | Date | Event | Action | Field | Old Value | New Value |
|---|---|---|---|---|---|---|
WBS Code create | Date and time event occurred | Project WBS Sheet | Create | <WBS Code> | Not applicable | <New Value> |
Fields in WBS attributes updates either from sheet or from form view | Date and time event occurred | Project WBS Sheet | Update | <WBS Code> > <Field Name> | <Old value> | <New Value> |
WBS Sheet level setups | Date and time event occurred | Earned Value Setup | Create | Project WBS Sheet > Earned Value Setup > All WBS Codes | Not applicable | <New Value> |
WBS Sheet level setups updates | Date and time event occurred | Earned Value Setup | Update | Project WBS Sheet > Earned Value Setup > All WBS Codes | <Old Value> | <New Value> |
Rearrange of WBS Codes will be audited | Date and time event occurred | Rearrange | Cut, Copy, and Paste | <WBS Code> | <old location> | <new location> |