CBS Type Shell

Updating a CBS type shell

In a CBS type shell, when a user opens the shell details, the user can click the Gateway Integration tab to add only one P6-related project (click the plus sign symbol: Add Project ID).

Click the more menu option (the three horizontal dots icon next to My Dashboard) to open the drop-down list and click Details to open the shell Details window.

If there is an Activity Sheet available, and the user decides to add a schedule for the project, Unifier Essentials will display a message informing the user that the existing schedule in the Activity Sheet will be replaced with the added schedule for project. If the user selects Yes, the new schedule will be included in the Gateway Integration tab and the Add External Project ID option is disabled.

Use the gear menu (  ) to delete the added, or existing, schedule for a project.

After the user adds a new schedule for the project and clicks Save, the shell dashboard page opens and displays the new schedule project information in the Details block. This lets the user proceed with the data synchronization.

To synchronize data:

Click the Activity Sheet sub-node. The Activity Sheets log opens.
Click the Get Data icon. The Get Data window opens.
Click inside the Project field and add the schedule for project.
From the Activity Sheets log (on the right panel), click the History tab, and click the Refresh icon.
From the Activity Sheets log (on the left panel), click the activity sheet to open it.

The Activity Sheet log lists all the activities for the added schedule for project.

A user can use the following tabs of the Activity Sheet log (on the right panel) to see more information:

General
Assignments
Audit Log

The user can click on Assignments tab, click the gear menu (  ) of resource, and perform the following:

View Assignment Spread
Assign CBS
Assign Rate Source

The user can click an activity (in the Activity Sheet log), and select the following options:

View Activity Spread
Assign CBS

The user cannot add a column to the WBS Sheet (WBS Sheet sub-node, from the left Navigator). The same limitation (inability to add column) applies to the Cost Sheet (Financial Reporting node > Cost Sheet sub-node, from the left Navigator).

Creating a CBS type shell

When creating a CBS type shell (Company Workspace (Admin mode) > Company Sponsored Shells > Projects), a user can use the Gateway Integration tab to add a single source project ID (click Add).

Updating a CBS type shell

Creating a CBS type shell

See Also