The following options are available (enabled) in the Detail Form:
- Adding new blocks
- Adding "Custom" elements to blocks
- Insert Row
- Delete Row
- Delete
- Save
- Undo
- Redo
- Close Window
In addition, when you want to add a new block, the column field is read-only (with a value of "1").
For a list of Data Elements (DEs), refer to the "P6 DEs" section of the Unifier Reference Guide.
This is so the user cannot add an additional (second) column to the block. Unifier recognizes the ordering of columns when the attributes render within an Activity Sheet, during runtime.
Note: Only one column can be created in a block, and you cannot hide blocks within the Detail Form.
In uDesigner Data Structure Setup (uDesigner > Data Structure Setup), the following pre-defined Data Elements (DEs) are provided for you to manually add to a P6 Activity Sheet attribute form:
Note: The DEs listed in the following table can be added to any other form in uDesigner, these DEs behave like any other regular DE in Unifier.
Item | P6 Activity Attribute Label | Data Element Name | Data Definition |
---|---|---|---|
1 | Activity ID |
| SYS Short Description Text 40 |
2 | Activity Name |
| SYS Short Description Text 120 |
3 | CBS Code |
| SYS Short Description Text 40 Note: The P6 User Interface (UI) does not allow the CBS Code to be more than 20 characters. The P6 database stores the CBS Code field as Varchar(40 Characters). |
4 | CBS Name |
| SYS Short Description Text 120 Note: The P6 User Interface (UI) does not allow CBS Name to be greater than 100 characters. |
5 | CBS Path |
| SYS Description Text 500 |
6 | Activity Status |
| SYS Short Description Text 50 |
7 | Activity Type |
| SYS Short Description Text 50 |
8 | Activity % Complete |
| Decimal Amount |
9 | Planned Total Cost |
| Currency Amount |
10 | Actual Total Cost |
| Currency Amount |
11 | At Completion Total Cost |
| Currency Amount |
12 | Remaining Total Cost |
| Currency Amount |
13 | Planned Start |
| Date Picker |
14 | Planned Finish |
| Date Picker |
15 | Actual Start |
| Date Picker |
16 | Actual Finish |
| Date Picker |
17 | Start |
| Date Picker |
18 | Finish |
| Date Picker |
19 | Remaining Early Start |
| Date Picker |
20 | Remaining Early Finish |
| Date Picker |
21 | Planned Duration |
| Decimal Amount |
22 | Actual Duration |
| Decimal Amount |
23 | At Completion Duration |
| Decimal Amount |
24 | Remaining Duration |
| Decimal Amount |
25 | Primary Constraint |
| SYS P6 Activity Constraints |
26 | Secondary Constraint |
| SYS P6 Activity Constraints |
27 |
|
| CBS Picker |
You have the option of excluding the other fields in the form, except the Activity ID and the Activity Name fields (items 1 and 2 in the preceding table) which are required and mandatory.
If you choose to exclude any of the pre-defined fields, Unifier will not receive data for the excluded field from P6.
Note: The excluded field may still be present within Gateway data mapping template, but the Unifier Activity Sheet will not receive the data for that excluded field.
The Activity Attributes in P6 can only have a limited set of DDs, which are needed for data exchange with Unifier. As a result, when you add a new DE to the Detail Form, using the "Custom" option, the resulting page (window) presents a list of DEs with the following DDs, only:
- SYS Short Description Text 32
- SYS Short Description Text 36
- SYS Short Description Text 40
- SYS Short Description Text 50
- SYS Short Description Text 120
- SYS Short Description Text 255
- SYS Description Text 500
- SYS P6 Activity Constraints
- Date Picker
- Currency Amount
- Decimal Amount
- Integer Amount
- SYS P6 Indicator
The Form Designer - Detail Form window has the following options available:
- File
Save, Restore, and Close window
- Edit
Undo, Redo, Define Blocks, Insert Row, Add Elements, Delete, Access, Move, and Validation
The Define Blocks option allows you to open the Form Blocks window and add, modify, remove, or move blocks. The Blocks section of this window allows you to see the name, label, number of columns and rows, border, visibility, label width, and label position.
The Add Elements option allows you to add Custom Data Elements to the form
- View
Preview and Properties
- Help
Unifier Help, Unifier Library, and About Unifier
In uDesigner, you can capture all of the Activity Sheet Attributes fields by adding the fields in the form and each Unifier DE in this form maps to the corresponding element in P6 Activity attribute, within Gateway Data Mapping template.
You are not required to define the Activity Sheet Attribute form in uDesigner for integration to work. In other words, the P6 Activity Data will get pulled into unifier without having to create the form.
You are required to define the Activity Sheet Attribute form and use the P6 Activity Picker Data Elements to set up auto-populate (AP) or reverse auto-populate (RAP) in uDesigner forms if you want to:
- Pick activities on Business Process or Shell Attribute forms
- Be able to auto-populate activity data to Business Process or Shell Attribute forms
- Be able to reverse auto-populate data into the Activity Sheet so that the updated data can be sent back to a 3rd party application
The following options are unavailable (disabled) in the Detail Form:
- Editable
- Editable Required
- Read-Only
- Validation
- Preview
- Properties
- Standard
- Linked
- Summary
- Dynamic Datasets