The manual activity sheet is mainly used for projects (such as building owners projects) which do not use P6 and Unifier, and the project schedule is simple.
You can create an activity sheet, manually, in the Activity Sheets log (User mode), and if you have the following permissions, then the Activity Sheets log displays the following options in the log window, in addition to the other options:
- Receive and send the scheduling and resource data into an activity sheet from P6 or Primavera Cloud
- Create activity sheets both manually and through synchronization with P6 or Primavera Cloud
Create
If you have the Create Manual Activity Sheets permission, or the Full Access permission, 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.
Get Data (
)
Get Data into System Activity Sheet
If you have permission to use Get Data only, then you will see the Get Data option in the log window.
The Get Data synchronization that created the activity sheet also populates the activity sheet with the:
- Scheduling data (activities along with assignments and spread data) from the P6 projects mapped to the current shell in the Integration tab.
- Role and resource rates data from the Master Rate Sheet for the mapped projects.
Subsequent updates of CBS Code, Role Rate, and Resource Rate in P6 will not trigger the update of the CBS Code (in the Activity Sheet) and Role Rate and Resource Rate (in the Master Rate Sheet) in Unifier. This is to prevent data in Unifier to be overridden by updates in P6.
Send Data (
)
Send Data from System Activity Sheet
To create an activity sheet, you must use the Create option.
Note: The Get Data and Send Data options are used to create a System Activity Sheet.
To create a manual activity sheet:
- Click Create to open the Create Activity Sheet window.
- Proceed 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.
The following explains the Create Activity Sheet window fields and block:
Fields and Blocks | Description |
|---|---|
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 | 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. This field has the following options to select:
The 'Project/Shell Calendar' is the default value. The drop-down field 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). |
Select Project Schedule Start Date Source | This field enables you to select a manual start date, or the start date in the shell properties, for your project (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. |
Schedule Start Date | The project schedule start date. |
Data Date | This field displays the date that the project can be scheduled. This date can be the same as the project start date, for initial schedules. 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. |
Schedule Type | The value in this field is used to determine the activity schedules (as resource-based or cost-based) when the activity data is sent to the Cash Flow. The values can be: Duration, Resource Loaded, or Cost Loaded. |
Activity Sequencing Numbering (block) | To define the sequence number for the Activity ID while defining activities or tasks in the activity sheet. The following mandatory sub-fields are available: Activity Id Prefix (a letter value) 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 (a number value) 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 (a number value) 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 retained 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 retain the new sequence format, if the activity sequencing is changed. Any changes to the activity sequence numbering fields will be audited (Audit Log). |
When you create a new activity sheet, after defining the activity sheet properties, Unifier creates a default activity sheet. You can also populated the newly created activity sheet by way of opening an existing activity in the log.
Note: In the process explained above, the Project Start date (Start) and Project Finish Date (Finish) fields (columns) will not be seen in Unifier 20.12.