When you go to your Company Workspace (User mode) and click the Master Rate Sheet node, the Master Rate Sheet log opens. If there is no existing Master Rate Sheet, and you have the Create permission, then the Master Rate Sheet log displays the Create option enabling you to create a new Master Rate Sheet.
Creating Master Rate Sheet Manually (Properties)
In the Master Rate Sheet log you can create a Master Rate Sheet either through the Get Data integration or through the Create options.
Note: If a Master Rate Sheet is available and you click Get Data, then the existing Master Rate Sheet will be updated with the latest data from P6.
You can manually create a Master Rate Sheet in the Master Rate Sheet log if:
- There is no Master Rate Sheet defined and present in the log, and you have the Create permission only.
In this scenario, once you click Create, the Master Rate Sheet Properties window opens which enables you to enter a name and description for the Master Rate Sheet and click Create in order to open the Master Rate Sheet window.
- There is no Master Rate Sheet defined and present in the log, and you have the Get Data permission only.
In this scenario, you click Get Data in order to proceed with manually creating a Master Rate Sheet, by way of integration.
- There is no Master Rate Sheet defined and present in the log, and you have both the Create and the Get Data permissions.
In this scenario, you click either the Create option or the Get Data option in order to proceed with manually creating a Master Rate Sheet.
When the Master Rate Sheet log has an item (a Master Rate Sheet created through integration or manually), the Master Rate Sheet log displays the item Name as "Master Rate Sheet" and the item Description as "Master Sheet for Roles and Resources."
The Master Rate Sheet log will also contain the following information:
- Last Updated
- Created By
When the Master Rate Sheet log has an item, or an item is created, the right-hand pane of the screen will display the following tabs:
- Audit Log tab
- Schedule tab
- History tab
The Audit Log tab displays the current events through the Master Rate Sheet option when in the View (when Resource - P6 or Role - P6 is selected).
This topic explains the Audit Log tab in the user-defined and P6 views for resources and roles. Events such as Create, Update, and Remove of the resources and roles in a User Defined view will be audited along with the existing audit log events for resources and roles received from P6.
When a resource or role is added through CSV import, only an entry per resource or role will be added in Audit Log for each successful creation of a resource or role. The Audit Log entries of the User Defined view for resources or roles are as follows:
Date | Event | Action | Field Name | Old Value | New Value | User Name |
|---|---|---|---|---|---|---|
Date and Timestamp of the event occurred | Resource > <Resource ID> or Role > <Role ID> | Create | Resource > <Field or Column Name> or Role > <Field Name> | NA | <NewValue> | <Logged in Username> |
Date and Timestamp of the event occurred | Resource > <Resource ID> or Role > <Role ID> | Update | Resource > <Field or Column Name> or Role > <Field Name> | <OldValue> | <NewValue> | <Logged in Username> |
Date and Timestamp of the event occurred | Resource > <Resource ID> or Role > <Role ID> | Delete | Resource > <Field or Column Name> or Role > <Field Name> | NA | NA | <Logged in Username> |
Date and Timestamp of the event occurred | Import | Create | Resource > <Resource ID> | NA | <NewValue> | <Logged in Username> |
The Audit Log entries (for updated resources or roles Received from P6) when you add or update the values for the Calendar and Units/day fields are as follows:
Date | Event | Action | Field Name | Old Value | New Value | User Name |
|---|---|---|---|---|---|---|
Date and Timestamp of the event occurred | Resource > <Resource ID - Name> or Role > <Role ID - Name> | Update | Resource ID > Calendar | <OldValue> | <NewValue> | <Logged in Username> |
Date and Timestamp of the event occurred | Resource > <Resource ID - Name> or Role > <Role ID - Name> | Update | Resource ID > Units/day | <OldValue> | <NewValue> | <Logged in Username> |
You can enter values in the Schedule tab fields only if you have the Get Data permission. If you create a Master Rate Sheet manually (using the Create option), then there will be no details on the right-hand pane until the data is received from the source. If the Master Rate Sheet has data coming from P6, then the right-hand pane shows both the Schedule and History tabs.
The History tab displays the following information:
- Action
- Requestor
- Initiated On
- Start Date
- End Date
- Status
The column above contain the history of the changes made to the Master Rate Sheet.