When you select the WBS Picker, the field displays all WBS codes that are available in WBS Sheet. You can select a leaf-level and summary-level WBS code per P6 project. The auto-populate data elements that are defined from the WBS Picker will be populated for the selected WBS code.
When the BP record (CBS-type or WBS-type) is routed to the next step, or to the terminal step, then the amount or quality (amount and uuu_quantity data elements) will roll up to the WBS Sheet, per selected WBS code in the BP record.
In the WBS Sheet, when you add the columns, which are of data source type SYS BP Currency Amount and SYS BP Decimal Amount, then the amount and uuu_quantity data elements values from the new Cost BP (Standard tab) line items will be rolled up.
When the BP record (CBS-type or WBS-type) is created and routed to the next step by way of CSV import, SOAP Services, and RESTFUL Services, then the pertinent roll up will take place. Refer to the Integration Interface User Guide for more details.
Bulk Edit
When you bulk edit multiple BP records (CBS-type or WBS-type) and change the status, the corresponding amount and quantity will roll up.
Note: You can use bulk edit to update all other data elements in the action forms.
Bulk Action
You can route multiple records at a time by going to the Task log and selecting one of the following options:
- Bulk Action with Preview
- Bulk Action without Preview
You can route the BP records (CBS-type or WBS-type) to the next step by using bulk action and roll up will occur if the BP status is added as a column in the WBS Sheet.
For the current workflow BPs, you can route the BP record through email. When routing the BP record through email to the next step, or terminal status, the corresponding amount and quantity data elements are rolled up to the WBS Sheet, in the same way the same line item rolls up to the Cost Sheet for the corresponding CBS Code.
The new BP records (CBS-type or WBS-type), are available to be used for User-Defined Reports (UDRs), similar to other BPs.
In a project:
- If the WBS has not been created yet, then Unifier does not allow the creation of a new BP record (CBS-type or WBS-type).
- When a BP record (CBS-type or WBS-type) is terminated, then the data rolls back from both Cost Sheet and WBS Sheet.
- You cannot delete a WBS code that has line item data and is removed from P6.
- If the Cost Sheet is not locked, then Unifier does not allow you to route the new BP record (CBS-type or WBS-type) to next step.
When you create a new BP record (CBS-type or WBS-type), the main form of the record appears and each line item appears as a tab (Create New CBS/WBS BP window). The following explains this form in details.
The form is split into two panes. The left-hand pane contains the upper form and contains tabs that contain line item details:
- General tab
- Standard tab
- Payments tab
- Schedules tab
The right-hand pane contains th following tab:
- Attachments tab
To add attachments by way of browsing or Document Manager (if the uDesigner option is selected).
- General Comments tab
To add general comments (if the uDesigner option is selected).
- Linked Records tab
To include a link to additional records, similar to other BPs.
- Linked Mail tab
To include a link to emails.
The menu option (the three horizontal lines icon) enables you to conduct the following:
- Auto-create
To use if there are any BP creators on the form, where user can define scheduled auto-creation.
- Export Line Item Template
To use the CSV template to import the line items, in bulk.
- Reload
- Help
- Close